--- title: "Billionaire Peter Thiel Abruptly Pours $45,000,000 Into Two Tech Giants – While Dumping $206,000,000 Stake In Nvidia, Tesla and Vistra" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/267033996.md" description: "Billionaire Peter Thiel's hedge fund, Thiel Macro LLC, has made significant portfolio changes, selling its entire stakes in Nvidia and Vistra, and reducing its Tesla holdings by 76%. The fund has initiated new positions in Microsoft and Apple, signaling a shift towards established tech leaders. This move aligns with Thiel's belief in the stagnation thesis, despite the potential of AI." datetime: "2025-11-22T15:59:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/267033996.md) - [en](https://longbridge.com/en/news/267033996.md) - [zh-HK](https://longbridge.com/zh-HK/news/267033996.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/267033996.md) | [English](https://longbridge.com/en/news/267033996.md) # Billionaire Peter Thiel Abruptly Pours $45,000,000 Into Two Tech Giants – While Dumping $206,000,000 Stake In Nvidia, Tesla and Vistra Billionaire Peter Thiel just executed a massive change to his hedge fund’s portfolio. A new 13F filing shows Thiel Macro LLC has sold its entire stake in Nvidia (NVDA), offloading 537,742 shares worth about $100 million as of September 30th. The fund also fully exited Vistra Corp (VST), selling 208,747 shares worth about $40 million. In addition, Thiel Macro LLC reduced its Tesla (TSLA) position by 76%, selling 207,613 shares worth about $92 million. Meanwhile, Thiel initiated a new position in Microsoft (MSFT) in Q3, purchasing 49,000 shares worth about $25 million. The fund also acquired a new stake in Apple Inc. (AAPL), buying 79,181 shares also worth $20 million. These purchases signal a shift toward established tech leaders amid an overall portfolio reduction of about $138 million. In a June interview with the New York Times, Thiel said he’s still a proponent of the stagnation thesis. Despite the promise of AI, Thiel says it has not delivered the transformative breakthroughs needed to accelerate progress beyond the slowed velocity seen since the 1970s. ### 相關股票 - [Vistra (VST.US)](https://longbridge.com/zh-HK/quote/VST.US.md) - [GraniteShares 2x Long AAPL Daily ETF (AAPB.US)](https://longbridge.com/zh-HK/quote/AAPB.US.md) - [Direxion Daily AAPL Bear 1x Shares (AAPD.US)](https://longbridge.com/zh-HK/quote/AAPD.US.md) - [Direxion Daily AAPL Bull 2X Shares (AAPU.US)](https://longbridge.com/zh-HK/quote/AAPU.US.md) - [T-Rex 2X Long Apple Daily Target ETF (AAPX.US)](https://longbridge.com/zh-HK/quote/AAPX.US.md) - [Kurv Yield Premium Strategy Apple Aapl ETF (AAPY.US)](https://longbridge.com/zh-HK/quote/AAPY.US.md) - [YieldMax AAPL Option Income Strategy ETF (APLY.US)](https://longbridge.com/zh-HK/quote/APLY.US.md) - [GraniteShares 2x Long MSFT Daily ETF (MSFL.US)](https://longbridge.com/zh-HK/quote/MSFL.US.md) - [YieldMax MSFT Option Income Strategy ETF (MSFO.US)](https://longbridge.com/zh-HK/quote/MSFO.US.md) - [Direxion Daily MSFT Bear 1x Shares (MSFD.US)](https://longbridge.com/zh-HK/quote/MSFD.US.md) - [Direxion Daily MSFT Bull 2X Shares (MSFU.US)](https://longbridge.com/zh-HK/quote/MSFU.US.md) - [T-Rex 2X Long Microsoft Daily Target ETF (MSFX.US)](https://longbridge.com/zh-HK/quote/MSFX.US.md) - [Kurv Yield Premium Strategy Microsoft MSFT ETF (MSFY.US)](https://longbridge.com/zh-HK/quote/MSFY.US.md) - [Apple (AAPL.US)](https://longbridge.com/zh-HK/quote/AAPL.US.md) - [Microsoft (MSFT.US)](https://longbridge.com/zh-HK/quote/MSFT.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) ## 相關資訊與研究 - [Microsoft is sitting on a 'treasure chest' that could help lift the stock 20%](https://longbridge.com/zh-HK/news/281393638.md) - [Spinnaker Investment Group LLC Sells 9,263 Shares of Microsoft Corporation $MSFT](https://longbridge.com/zh-HK/news/281334447.md) - [UK fines Apple subsidiary $516,000 over Russia sanctions breach](https://longbridge.com/zh-HK/news/280985250.md) - [Big Tech's $635 billion AI spending faces energy shock test, S&P Global says](https://longbridge.com/zh-HK/news/281133247.md) - [Park Place Capital Corp Sells 2,031 Shares of Apple Inc. $AAPL](https://longbridge.com/zh-HK/news/280989201.md)