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Thiel Macro’s Microsoft MSFT Stock Holding History

Thiel Macro’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-78,720
Closed -$29.6M – 5
2025
Q1 		$29.6M Buy
+78,720
New +$29.6M 19.31% 3