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Thiel Macro discloses $418.67 million Q2 portfolio across eight companies

Verifying
  • Thiel Macro disclosed an eight-company U.S. equity portfolio after two quarters without 13F holdings.
  • Amazon represented 28% of reported assets, valued at $117.98 million.
  • Thiel Macro held four electric utilities, Vistra, X-Energy and Vista Energy.
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