TM

Thiel Macro

company active
Thiel's macro trading vehicle; offloaded Nvidia shares Q3 2025

Peter Thiel's macro investment vehicle. Filed SEC 13F disclosures showing it offloaded all 537,742 shares of Nvidia stock in Q3 2025 — at or near the top of the AI-driven Nvidia valuation bubble — in the same quarter that Palantir announced its Nvidia partnership. The disposal of a $200M+ position immediately before the market peak is documented in SEC filings.

15
Facts
3
Connections
16
Sources
View on Graph → ← Entity Directory
Connection Map
Facts (15)
Primary — Government & Official Records (5)
primary Thiel Macro filed filing with the SEC on 2025-11-14. Accession number: N/A.
Date: 2025-11-14 Added: 08 Apr 2026 SEC FILING SEC EDGAR: filing — Thiel Macro (2025-11-14)
primary Thiel Macro filed filing with the SEC on 2015-05-15. Accession number: N/A.
Date: 2015-05-15 Added: 08 Apr 2026 SEC FILING SEC EDGAR: filing — Thiel Macro (2015-05-15)
primary Thiel Macro filed filing with the SEC on 2020-02-14. Accession number: N/A.
Date: 2020-02-14 Added: 08 Apr 2026 SEC FILING SEC EDGAR: filing — Thiel Macro (2020-02-14)
primary Thiel Macro filed filing with the SEC on 2019-11-14. Accession number: N/A.
Date: 2019-11-14 Added: 08 Apr 2026 SEC FILING SEC EDGAR: filing — Thiel Macro (2019-11-14)
primary Thiel Macro filed filing with the SEC on 2018-11-14. Accession number: N/A.
Date: 2018-11-14 Added: 08 Apr 2026 SEC FILING SEC EDGAR: filing — Thiel Macro (2018-11-14)
Secondary — Press & Filings (5)
secondary No parliamentary records found for "Thiel Macro" in public databases as of 2026-04-07.
Added: 07 Apr 2026 UNVERIFIED Research: Thiel Macro — Parliamentary records (no results)
secondary No court records found for "Thiel Macro" in public databases as of 2026-04-07.
Added: 07 Apr 2026 UNVERIFIED Research: Thiel Macro — Court records (no results)
secondary No lobbying disclosures found for "Thiel Macro" in public databases as of 2026-04-07.
Added: 07 Apr 2026 UNVERIFIED Research: Thiel Macro — Lobbying disclosures (no results)
secondary No corporate registrations found for "Thiel Macro" in public databases as of 2026-04-07.
Added: 07 Apr 2026 UNVERIFIED Research: Thiel Macro — Corporate registrations (no results)
secondary No usaspending contracts found for "Thiel Macro" in public databases as of 2026-04-07.
Added: 07 Apr 2026 UNVERIFIED Research: Thiel Macro — USASpending contracts (no results)
Inferential — AI-Reasoned (5)
inferential The name 'Thiel Macro' suggests a connection to Peter Thiel and a macroeconomic investment strategy focus, though the corporate registration search returned no results which may indicate registration under a different formal entity name
Added: 07 Apr 2026 AI ANALYSIS
inferential Thiel Macro shows no federal government contracts, lobbying activity, or court records in searched databases, indicating it likely operates as a private investment vehicle without direct government business or registered lobbying presence
Added: 07 Apr 2026 AI ANALYSIS
inferential A SEC filing dated 2025-11-14 appears anomalous as it is a future date, suggesting either a data error or a scheduled/projected filing entry that warrants verification
Date: 2025-11-14 Added: 07 Apr 2026 AI ANALYSIS
inferential The entity appears to have a November annual filing pattern (2018-11-14, 2019-11-14) with additional February filings in 2020, indicating possible fund reporting cycles or amended filings
Date: 2018-2020 Added: 07 Apr 2026 AI ANALYSIS
inferential Thiel Macro has maintained consistent SEC filing activity from 2015 to 2020, with filings in November 2018, November 2019, and February 2020, suggesting it operates as a registered investment entity requiring regular disclosures
Date: 2015-2020 Added: 07 Apr 2026 AI ANALYSIS
All Connections (3)
Peter Thiel person
founder/namesake inferential since 2015
The name 'Thiel Macro' directly indicates a connection to Peter Thiel, suggesting he is the founder or principal of this investment vehicle. The entity appears to operate as a private investment fund focusing on macroeconomic strategies.
Thiel Capital company
affiliated entity inferential since 2015
Thiel Macro and Thiel Capital share the 'Thiel' naming convention, suggesting both are part of Peter Thiel's family of investment vehicles. Thiel Macro likely focuses on macro-level investment strategies while operating within the broader Thiel investment ecosystem.
Clarium Capital company
related investment strategy inferential since 2015
Clarium Capital was Peter Thiel's global macro hedge fund. Thiel Macro's name and apparent focus on macroeconomic investment strategies suggests it may be a successor, spinoff, or related vehicle to Clarium Capital's macro-focused investment approach.
Sources (16)
2025-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2025-11-14) sec_filing Processed
2015-05-15 SEC FILING SEC EDGAR: filing — Thiel Macro (2015-05-15) sec_filing Processed
2020-02-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2020-02-14) sec_filing Processed
2019-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2019-11-14) sec_filing Processed
2018-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2018-11-14) sec_filing Processed
2026 AI ANALYSIS government_disclosure Processed
2026 UNVERIFIED Research: Thiel Macro — Parliamentary records (no results) parliamentary_record Processed
2026 UNVERIFIED Research: Thiel Macro — Court records (no results) court_document Processed
2026 UNVERIFIED Research: Thiel Macro — Lobbying disclosures (no results) government_disclosure Processed
2026 UNVERIFIED Research: Thiel Macro — Corporate registrations (no results) government_disclosure Processed
2026 UNVERIFIED Research: Thiel Macro — USASpending contracts (no results) contract Processed
2025-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2025-11-14) sec_filing Processed
2015-05-15 SEC FILING SEC EDGAR: filing — Thiel Macro (2015-05-15) sec_filing Processed
2019-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2019-11-14) sec_filing Processed
2020-02-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2020-02-14) sec_filing Processed
2018-11-14 SEC FILING SEC EDGAR: filing — Thiel Macro (2018-11-14) sec_filing Processed