Instuitional Investor - Thiel Macro Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Amazon Com Inc	AMZN	495,000	$117,978,300	28.18%
2.	Vista Energy S.a.b. De C.v.	VIST	1,189,792	$75,908,730	18.13%
3.	Vistra Corp.	VST	372,755	$59,130,126	14.12%
4.	American Electric Power Co Inc	AEP	308,617	$42,221,892	10.08%
5.	Dte Energy Co	DTE	264,450	$40,294,247	9.62%