Thiel Macro - Q2 2017 13F Filings

TH

Thiel Macro LLC

CIK: 0001562087
Address: CALIFORNIA SAN FRANCISCO 2121 avenue of the stars suite 3350
$349.29 M
Portfolio Value
17
Assets Held
Reporting Period: Q2 2017
Filing Status:
Active
Last Updated: 11/14/2025

Portfolio Summary (Q2 2017)

View Full Portfolio Analysis

Top Buys

Q2 2017
2. VANECK VECTORS ETF TR
+$1.61 M
3. GLOBAL X FTSE GREECE 20 ETF
+$303,000

Top Sells

Q2 2017

Asset Allocation

Stocks/ETFs
+91.92%
$15.97 M 4.57%
Options
+118.58%
$331.6 M 94.94%
Debt
$0 0.00%
Other
-14.61%
$1.72 M 0.49%

Sector Allocation (Stocks)

Thiel Macro Q2 2017 Filing Summary

Thiel Macro LLC filed its 13F report for Q2 2017 on August 14, 2017. The portfolio totaled 349.29 M reflecting a +115.55% change from the prior quarter, spanning 17 assets. Allocations were 4.6% Equities, 94.9% 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.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Thiel Macro’s Q2 2017 Filing

Thiel Macro submitted their Form 13F-HR for the Q2 2017 period on August 14, 2017. This was the only submission for the quarter.

In the Q2 2017 filing, Thiel Macro reported a managed portfolio value of 349.29 M, consisting of 17 individual positions.

This page displays the raw filing documents. To see which stocks Thiel Macro bought or sold during Q2 2017, please visit Thiel Macro's Portfolio Analysis page.