Thiel Macro’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-192,611	Closed	-$42.3M	–	6
2024 Q4	$42.3M	Buy	+192,611	New	+$42.3M	35.81%	2
2018 Q4	–	Sell	-30,000	Closed	-$3.01M	–	8
2018 Q3	$3.01M	Buy	+30,000	New	+$3.01M	0.59%	6