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NVDA

4 quarters

Position history for TMThiel Macro LLC's holdings in NVIDIA Corporation

No. Thiel Macro exited its NVDA (NVIDIA) position in Q3 2025. Its Q2 2025 13F listed 537,742 shares worth $85M. Thiel Macro first reported NVDA in Q4 2024 and held it in 3 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$33.2M

Total Shares Change

-246,893

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$186.13
0
2025-Q2
Increased
537,742
+50.2%
$85M40.1%$157.60
Unranked
2025-Q1
Increased
358,055
+45.0%
$38.8M25.4%$108.11
Unranked
2024-Q4
New
246,893
-
$33.2M28.1%$133.94
Unranked

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

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