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Peter Thiel: PayPal and Palantir Co-Founder and Early Facebook Investor; What Thiel Macro’s Q2 2026 Filing Shows

Thiel Macro’s latest located 13F lists eight positions worth $418.7 million at June 30, 2026, including seven energy-related companies. It is a delayed manager filing, not Thiel’s complete current portfolio.
From TheFinanceBase Team3 min to read
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Peter Thiel co-founded PayPal and Palantir and made Facebook’s first outside investment, according to Founders Fund. The latest Thiel Macro LLC portfolio filing located for this article, covering the quarter ended June 30, 2026, lists seven energy-related companies alongside Amazon. It reports eight positions worth $418,666,506 in total—but it is a delayed snapshot of one reporting manager’s disclosed holdings, not a real-time account of Thiel’s complete personal portfolio.

Who is Peter Thiel?

Thiel is an entrepreneur and investor, a partner at Founders Fund, and chairman of Palantir Technologies. Founders Fund says he made the first outside investment in Facebook and co-founded PayPal and Palantir. Founders Fund’s biography also identifies him as the author of Zero to One.

According to Palantir’s board biography, Thiel co-founded PayPal in 1998 and served as its CEO, president, and board chair from 2000 until eBay acquired the company in 2002. Palantir’s biography says he has been its chairman since 2003, and that he served on Meta’s board from 2005 to 2022.

What does Thiel Macro’s latest 13F report?

The latest filing located is a Form 13F-HR submitted by Thiel Macro LLC on August 14, 2026, for the quarter ended June 30, 2026. Its cover page reports eight information-table entries with a combined value of $418,666,506. The SEC filing and information table list these positions:

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Issuer Reported value at June 30, 2026
Amazon.com Inc. $117,978,300
Vista Energy S.A.B. de C.V. $75,908,730
Vistra Corp. $59,130,126
American Electric Power Co. Inc. $42,221,892
DTE Energy Co. $40,294,247
FirstEnergy Corp. $39,901,225
CMS Energy Corp. $39,559,986
X-Energy Inc. $3,672,000

Amazon was the largest reported position by value. Vista Energy and Vistra were the largest of the energy-related entries. The energy classification is based on the names of the listed companies; the filing itself does not assign sectors. These are quarter-end reported values, not purchase prices, gains, or returns.

How to interpret the portfolio snapshot

It is a past-date disclosure, not a live portfolio

A 13F reports eligible holdings for a stated reporting period. This one describes positions as of June 30, 2026, even though it was filed on August 14. Holdings may have changed by the time a reader sees the filing.

It does not establish Thiel’s complete investments

The SEC table lists entries reported by Thiel Macro LLC for the period. It should not be read as a comprehensive inventory of Thiel’s personal assets, all investments managed by associated entities, or every type of financial exposure. A change in a reported position’s value between filings can reflect market-price movement, new capital, or buying and selling; the figure alone does not establish which occurred.

The SEC filing is not an endorsement

The SEC notes that it has not necessarily reviewed the filing and that readers should not assume the submitted information is accurate and complete. Treat the table as a filer-submitted disclosure, rather than an SEC-verified assessment of performance or investment rationale.

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What the filing does—and does not—say about Thiel’s strategy

The concentration of named energy-related companies makes “power and energy stocks” a reasonable description of much of this particular filing. But a list of positions does not explain why they were held, whether Thiel personally selected them, or what the manager expected from them. No stated rationale for this Q2 2026 portfolio is established by the filing or the cited biographies.

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Frequently Asked Questions

What stocks does Peter Thiel own?

The latest filing located for this article is Thiel Macro LLC’s delayed Q2 2026 13F, which lists Amazon and seven energy-related companies as of June 30, 2026. It is not a complete or real-time account of Thiel’s personal portfolio.

What did Thiel Macro buy or sell in Q2 2026?

The reported values show positions at the quarter’s end, but do not by themselves identify which changes came from purchases, sales, price movements, or new capital.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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