Question 1

Does Thiel Macro own NVDA stock?

Accepted Answer

No. Thiel Macro exited its NVDA (NVIDIA) position in Q3 2025. Its Q2 2025 13F listed 537,742 shares worth $85M.

Question 2

How many shares of NVDA does Thiel Macro own?

Accepted Answer

None since Q3 2025, when Thiel Macro exited the position. Its Q2 2025 13F listed 537,742 shares worth $85M.

Question 3

What is Thiel Macro's NVDA position worth?

Accepted Answer

Thiel Macro's NVDA position was worth $85M in its Q2 2025 13F, before the exit in Q3 2025.

Question 4

Is Thiel Macro buying or selling NVDA?

Accepted Answer

In Q3 2025, Thiel Macro exited its entire NVDA position.

Question 5

When did Thiel Macro first buy NVDA?

Accepted Answer

Thiel Macro first reported NVDA in its Q4 2024 13F and listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$186.13	0
2025-Q2	Increased	537,742	+50.2%	$85M	40.1%	$157.60	Unranked
2025-Q1	Increased	358,055	+45.0%	$38.8M	25.4%	$108.11	Unranked
2024-Q4	New	246,893	—	$33.2M	28.1%	$133.94	Unranked