X-Energy

New: Thiel Macro (Peter Thiel's fund) just dropped their Q2 2026 13F

Thiel showed zero holdings for two straight quarters and now Thiel is back with a reported ~$419M portfolio

Top holdings:

• Amazon $Amazon(AMZN.US): 28.2%

• Vista Energy $Vista Energy(VIST.US): 18.1%

• Vistra $Vistra(VST.US): 14.1%

• American Electric Power $American Electric Power(AEP.US): 10.1%

• DTE Energy $DTE Energy(DTE.US): 9.6%

• FirstEnergy $Firstenergy(FE.US): 9.5%

• CMS Energy $CMS Energy(CMS.US): 9.4%

• X-Energy $X-Energy(XE.US): 0.9%

For context: Thiel co-founded PayPal and Palantir, was the first outside investor in Facebook, and runs Founders Fund, which was the first institutional money into SpaceX

$X-Energy(XE.US) | 𝐗-𝐄𝐧𝐞𝐫𝐠𝐲: Cantor Fitzgerald initiates with 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, sets 𝐏𝐓 𝐚𝐭 $𝟑𝟖

Analyst sees X-Energy uniquely positioned in advanced nuclear, backed by proprietary fuel capabilities and blue-chip partnerships.