Peter Thiel Places Big Bets on Energy, Amazon in Revamped Portfolio

Peter Thiel Places Big Bets on Energy, Amazon in Revamped Portfolio

It’s a summer makeover for Peter Thiel: New country, new house and new $400 million investment portfolio. The PayPal and Palantir co-founder decamped his family to Buenos Aires, Argentina, back in April, and his hedge fund Thiel Macro has since reoriented its portfolio around eight holdings (six new and two returning), according to the fund’s second-quarter 13F filing with the US Securities and Exchange Commission. The disclosure reveals just ho…

Peter Thiel makes Amazon his top stock: what he bought next is more revealing

Peter Thiel’s macro fund has returned to US-listed equities with Amazon as its largest disclosed holding, but the rest of the portfolio points to a bigger wager on infrastructure powering artificial intelligence. Thiel Macro reported $418.7 million of 13F holdings at the end of June after disclosing no holdings at the end of December 2025 or March 2026. Amazon accounted for almost $118 million, or 28.2% of the portfolio. The filing also showed p…

Peter Thiel invests $118 million in surging big tech stock

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with a massive…