Thiel Macro LLC Q2 2025 13F：持股与季度变动 | AlphaSMO

Thiel Macro LLC — Q2 2025 13F 持股

Name: Thiel Macro LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001562087

申报总市值

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	TSLA	Tesla INC	股票-周期性消费	40.85%	—	+376.76%
2	NVDA	Nvidia CORP	股票-科技	40.07%	—	+50.18%
3	VST	Vistra CORP	股票-公用事业	19.08%	—	—