TM

Thiel Macro Portfolio holdings

AUM $212M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$48M
2 +$8.14M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48M 52.05%
+403,887
2
$8.14M 8.82%
+350,000
3
0
4
0