Stock Taper 
THIEL MACRO LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vista Energy, S.A.B. de C.V. | VIST | 1.19M | $75.91M |
 FirstEnergy Corp. | FE | 839.32K | $39.9M |
 CMS Energy Corporation | CMS | 517.12K | $39.56M |
 Amazon.com, Inc. | AMZN | 495K | $117.98M |
 Vistra Corp. | VST | 372.75K | $59.13M |
 American Electric Power Company, Inc. | AEP | 308.62K | $42.22M |
 DTE Energy Company | DTE | 264.45K | $40.29M |
 X-Energy, Inc. Class A Common Stock | XE | 200K | $3.67M |