Thiel Macro - Q1 2018 13F Filings

TH

Thiel Macro LLC

CIK: 0001562087
Address: CALIFORNIA SAN FRANCISCO 2121 avenue of the stars suite 3350
$749.3 M
Portfolio Value
12
Assets Held
Reporting Period: Q1 2018
Filing Status:
Active
Last Updated: 11/14/2025

Portfolio Summary (Q1 2018)

View Full Portfolio Analysis

Top Buys

Q1 2018
3. VANECK VECTORS ETF TR
+$5.73 M

Top Sells

Q1 2018

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+966.93%
$69.49 M 9.27%
Options
+31.39%
$669.74 M 89.38%
Debt
$0 0.00%
Other
+100.00%
$10.08 M 1.35%

Sector Allocation (Stocks)

Thiel Macro Q1 2018 Filing Summary

Thiel Macro LLC filed its 13F report for Q1 2018 on May 15, 2018. The portfolio totaled 749.3 M reflecting a +45.14% change from the prior quarter, spanning 12 assets. Allocations were 9.3% Equities, 89.4% Options, and 0.0% Debt. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Thiel Macro’s Q1 2018 Filing

Thiel Macro submitted their Form 13F-HR for the Q1 2018 period on May 15, 2018. This was the only submission for the quarter.

In the Q1 2018 filing, Thiel Macro reported a managed portfolio value of 749.3 M, consisting of 12 individual positions.

This page displays the raw filing documents. To see which stocks Thiel Macro bought or sold during Q1 2018, please visit Thiel Macro's Portfolio Analysis page.