Instuitional Investor - Thiel Macro Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	A S M L Holding N V	ASML	68,435	$45,347,084	29.63%
2.	Nvidia Corp	NVDA	358,055	$38,806,001	25.36%
3.	Microsoft Corp	MSFT	78,720	$29,550,701	19.31%
4.	Vistra Corp.	VST	208,747	$24,515,248	16.02%
5.	Tesla Inc.	TSLA	57,180	$14,818,769	9.68%