Thiel Macro - Q4 2017 13F Filings

TH

Thiel Macro LLC

CIK: 0001562087
Address: CALIFORNIA SAN FRANCISCO 2121 avenue of the stars suite 3350
$516.25 M
Portfolio Value
8
Assets Held
Reporting Period: Q4 2017
Filing Status:
Active
Last Updated: 11/14/2025

Portfolio Summary (Q4 2017)

View Full Portfolio Analysis

Top Buys

Q4 2017
1. VANECK VECTORS ETF TR
+$3.26 M

Asset Allocation

Stocks/ETFs
-93.31%
$6.51 M 1.26%
Options
-27.87%
$509.74 M 98.74%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Thiel Macro Q4 2017 Filing Summary

Thiel Macro LLC filed its 13F report for Q4 2017 on February 14, 2018. The portfolio totaled 516.25 M reflecting a -35.94% change from the prior quarter, spanning 8 assets. Allocations were 1.3% Equities, 98.7% Options, and 0.0% Debt. The top 10 holdings comprised 100.0% of the portfolio. Quarterly activity included 0 new positions and 3 complete exits.

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Thiel Macro’s Q4 2017 Filing

Thiel Macro submitted their Form 13F-HR for the Q4 2017 period on February 14, 2018. This was the only submission for the quarter.

In the Q4 2017 filing, Thiel Macro reported a managed portfolio value of 516.25 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Thiel Macro bought or sold during Q4 2017, please visit Thiel Macro's Portfolio Analysis page.