By Keith Speights
Publication Date: 2026-02-09 10:10:00
Thiel’s current AI holdings might be at least a little surprising.
Who are the most tech-savvy investors around? There are several contenders. However, I suspect that many people would name Peter Thiel. He co-founded PayPal (PYPL +1.30%) and was the first outside investor in Facebook (now Meta Platforms (META 1.31%)). Thiel also co-founded Palantir Technologies (PLTR +4.53%).
You might think that Thiel, whose net worth is currently around $24.6 billion, would have a portfolio loaded with artificial intelligence (AI) stocks such as Nvidia (NVDA +8.01%) and Palantir. However, the billionaire’s hedge fund owns only three AI stocks — and neither Nvidia nor Palantir are on the list.
Image source: Getty Images.
1. Tesla
Thiel slashed his hedge fund’s Tesla (TSLA +3.50%) position by 76% in the third quarter of 2025. However, the electric car stock remained the largest holding in his portfolio.
What does Thiel like about Tesla? Comments he made in a 2015 interview might be instructive. Thiel stated on Tyler Cohen’s “Conversations with Tyler” podcast, “AI feels slightly overhyped.” He added, “But if you’ve got self-driving cars, that would be a significant innovation which would change a decent amount at the margins.”
Today’s Change
(3.50%) $13.90
Current Price
$411.11
Key Data Points
Market Cap
$1.4T
Day’s Range
$397.75 – $414.55
52wk Range
$214.25 – $498.83
Volume
130K
Avg Vol
73M
Gross Margin
18.03%
Tesla, of course, has been a pioneer in self-driving car technology for years. The company…
