TM
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Thiel Macro’s NVIDIA NVDA Stock Holding History

Thiel Macro’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85M Buy
537,742
+179,687
+50% +$28.4M 40.07% 2
2025
Q1 		$38.8M Buy
358,055
+111,162
+45% +$12M 25.36% 2
2024
Q4 		$33.2M Buy
+246,893
New +$33.2M 28.1% 3