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AMZNAMZN

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Position history for TMThiel Macro LLC's holdings in Amazon.com, Inc.

Yes. Thiel Macro holds 495,000 shares of AMZN (Amazon), worth $118M, as of its Q2 2026 13F filing. It opened the position in Q2 2026. AMZN is 28.2% of Thiel Macro's reported 13F portfolio.

Current Value

$118M

Current Shares

495,000

Total Value Change

+$75.7M

Total Shares Change

+302,389

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
495,000
—
$118M28.2%$238.34
Unranked
2025-Q1
Exited
0
-100.0%
$00.0%$190.26
0
2024-Q4
New
192,611
—
$42.3M35.8%$219.39
Unranked

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