---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000857945.md"
description: "New: Thiel Macro (Peter Thiel's fund) just dropped their Q2 2026 13FThiel showed zero holdings for two straight quarters and now Thiel is back with a reported ~$419M portfolioTop 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"
datetime: "2026-08-17T16:17:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000857945.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000857945.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000857945.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# New: Thiel Macro (Peter Thiel's fund) just dropped…


### Related Stocks

- [VST.US](https://longbridge.com/en/quote/VST.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AEP.US](https://longbridge.com/en/quote/AEP.US.md)
- [XE.US](https://longbridge.com/en/quote/XE.US.md)
- [VIST.US](https://longbridge.com/en/quote/VIST.US.md)
- [DTE.US](https://longbridge.com/en/quote/DTE.US.md)
- [FE.US](https://longbridge.com/en/quote/FE.US.md)
- [CMS.US](https://longbridge.com/en/quote/CMS.US.md)
- [PYPL.US](https://longbridge.com/en/quote/PYPL.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**