thiel — Smart money trackers — Blinx

Thiel Macro LLC · Founder · PayPal and Palantir co-founder · Hedge fund · SEC EDGAR · 13F-HR

Holdings as of 2026-08-14

Symbol	Weight	Value
AMZNAmazon.com Inc	28.18%	$117.98M
VISTVISTA ENERGY SAB DE CV	18.13%	$75.91M
VSTVistra Corp	14.12%	$59.13M
AEPAMERICAN ELECTRIC POWER	10.08%	$42.22M
DTEDTE ENERGY COMPANY	9.62%	$40.29M
FEFIRSTENERGY CORP	9.53%	$39.9M
CMSCMS ENERGY CORP	9.45%	$39.56M
XEX-ENERGY INC	0.88%	$3.67M

Disclosures can lag reported activity by up to ~45 days.
Long-only snapshot — shorts and cash may be missing.
Put positions may be shown at notional value.
Position values are not a performance track record.
Top holdings are capped; the full book may be larger.