Contrarian/VCAs of 2025-09-30
Peter Thiel
Thiel Macro LLC
PayPal co-founder and founder of Palantir. One of Silicon Valley's most influential contrarian investors, known for visionary investments in early-stage technology companies.
$0AUM
3Holdings
2025-09-30 Summary
2개 종목 신규 매수 (MSFT, AAPL) · 1개 비중 축소 · Top holding: TSLA 38.8%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-09-30 기준Sold / Exited1
TSLATESLA INC$28.91M38.8%Holdings
3 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 38.83% | 65,000 | $28.91M | -76.16% | Partial Sell |
| 2 |  MSFTMICROSOFT CORP | 34.09% | 49,000 | $25.38M | - | New Position |
| 3 |  AAPLAPPLE INC | 27.08% | 79,181 | $20.16M | - | New Position |
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