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AMZN

5 quarters

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

+$115M

Total Shares Change

+493,500

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
2018-Q4
Exited
0
-100.0%
$00.0%$75.10
0
2018-Q3
New
1,500
-
$3M0.6%$100.15
54

Other major holders of AMZN: Vanguard Group Inc., BlackRock, Inc.

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