By The Globe and Mail
Publication Date: 2026-02-09 10:31:00
Key Points
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Despite Thiel co-founding Palantir, the stock isn’t in his hedge fund’s portfolio. Neither is Nvidia, as of the end of Q3.
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However, Thiel’s hedge fund still owns Tesla and initiated new positions in Microsoft and Apple.
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The billionaire probably likes Microsoft’s focus on building products that integrate AI and Apple’s huge install base.
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(NASDAQ: PYPL) and was the first outside investor in Facebook (now Meta Platforms(NASDAQ: META)). Thiel also co-founded Palantir Technologies(NASDAQ: PLTR).
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(NASDAQ: NVDA) and Palantir. However, the billionaire’s hedge fund owns only three AI stocks — and neither Nvidia nor Palantir are on the list.
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Image source: Getty Images.
1. Tesla
Thiel slashed his hedge fund’s Tesla(NASDAQ: TSLA) 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”…
