Peter Thiel's latest 13F discloses 8 positions, Amazon is the largest

According to US SEC documents, according to Peter Thiel's latest 13F disclosure, Thiel Macro LLC has held 8 shares as of June 30, with a total value of about US$418.7 million. Among them, Amazon is the largest holding, worth about US$118 million, accounting for about 28.2% of the portfolio; followed by Vista Energy and Vistra, with holdings worth approximately US$75.91 million and US$59.13 million, respectively.

Additionally, Thiel Macro owns American Electric Power, DTE Energy, FirstEnergy, CMS Energy, and X-Energy. At the disclosed value, energy, power and nuclear power-related holdings, excluding Amazon, totaled approximately US$301 million, accounting for approximately 71.8% of the portfolio.