Thiel Macro’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$86.6M	Buy	272,613 +215,433	+377%	+$68.4M	40.85%	1
2025 Q1	$14.8M	Sell	57,180 -48,280	-46%	-$12.5M	9.68%	5
2024 Q4	$42.6M	Buy	+105,460	New	+$42.6M	36.09%	1