Thiel Macro LLC Portfolio Holdings by Sector

Thiel Macro LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$45.3 Million 29.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$38.8 Million 25.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$29.6 Million 19.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$24.5 Million 16.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$14.8 Million 9.68% of portfolio	-	1	-	-	0 Calls 0 Puts

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