By Keithen Drury
Publication Date: 2025-11-24 22:00:00
Peter Thiel has a legendary investing track record.
Peter Thiel is a legendary personality in the tech space. He’s a cofounder of PayPal and Palantir, and was one of Facebook’s (now Meta Platforms) first outside investors. That’s an impressive resume, and makes following his investment moves a wise idea.
During Q3, Thiel’s fund made two surprising moves: It sold a ton of Tesla (TSLA +6.75%) stock and completely exited its Nvidia (NVDA +1.83%) position. In its place, he purchased Apple (AAPL +1.63%) and Microsoft (MSFT +0.40%).
Those are some interesting moves, but are they the right ones? Let’s find out.
Image source: Getty Images.
Peter Thiel is sitting on a large pile of cash after Q3
There are many reasons why someone might sell a stock. The most obvious is that they’ve lost faith in a position or feel that a stock has gotten overvalued, and it’s time to move on. Another possibility for someone like Peter Thiel is that he may have found something else more lucrative to invest in. Lastly, Thiel could be making a substantial purchase and just wants the money to fund that.
However, there’s only one reason why Thiel is purchasing stocks like Microsoft and Apple: He thinks they will go up.
Today’s Change
(1.83%) $3.27
Current Price
$182.15
Key Data Points
Market Cap
$4347B
Day’s Range
$176.50 – $183.50
52wk Range
$86.62 – $212.19
Volume
5.8M
Avg Vol
192M
Gross Margin
70.05%
Dividend Yield
0.02%
To determine if he rolled the money from Tesla and Nvidia into Microsoft and Apple, let’s look at…