Thiel Macro - Q1 2017 13F Filings

TH

Thiel Macro LLC

CIK: 0001562087
Address: CALIFORNIA SAN FRANCISCO 2121 avenue of the stars suite 3350
$162.05 M
Portfolio Value
7
Assets Held
Reporting Period: Q1 2017
Filing Status:
Active
Last Updated: 11/14/2025

Portfolio Summary (Q1 2017)

View Full Portfolio Analysis

Top Buys

Q1 2017
1. VANECK VECTORS ETF TR
+$1.85 M

Top Sells

Q1 2017

Asset Allocation

Stocks/ETFs
-85.19%
$8.32 M 5.13%
Options
+320.09%
$151.71 M 93.62%
Debt
$0 0.00%
Other
+100.00%
$2.02 M 1.25%

Sector Allocation (Stocks)

Thiel Macro Q1 2017 Filing Summary

Thiel Macro LLC filed its 13F report for Q1 2017 on May 15, 2017. The portfolio totaled 162.05 M reflecting a +75.59% change from the prior quarter, spanning 7 assets. Allocations were 5.1% Equities, 93.6% Options, and 0.0% Debt. The top 10 holdings comprised 100.0% of the portfolio. Quarterly activity included 0 new positions and 1 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Thiel Macro’s Q1 2017 Filing

Thiel Macro submitted their Form 13F-HR for the Q1 2017 period on May 15, 2017. This was the only submission for the quarter.

In the Q1 2017 filing, Thiel Macro reported a managed portfolio value of 162.05 M, consisting of 7 individual positions.

This page displays the raw filing documents. To see which stocks Thiel Macro bought or sold during Q1 2017, please visit Thiel Macro's Portfolio Analysis page.