Peter Thiel's Thiel Macro LLC latest 13F filing shows that as of June 30, it held a total of 8 stocks valued at approximately $418.7 million. Amazon is the largest position, valued at about $118 million, accounting for approximately 28.2% of the portfolio; followed by Vista Energy and Vistra, with holdings valued at approximately $75.91 million and $59.13 million, respectively. Thiel Macro also holds American Electric Power, DTE Energy, FirstEnergy, CMS Energy, and X-Energy. Excluding Amazon, the total value of energy, power, and nuclear-related holdings is approximately $301 million, accounting for about 71.8% of the portfolio.
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