By Keithen Drury
Publication Date: 2026-01-02 12:00:00
Key Points
Few names carry as much weight in the tech realm as Peter Thiel. He has a legendary track record, including being a part of the founding groups of both Palantir and PayPal. He was also the first outside investor in Facebook, now Meta Platforms, making it clear that he has an eye for spotting promising opportunities. When Thiel makes a move, investors should pay attention.
Because his portfolio is worth more than $100 million, his hedge fund, Thiel Macro, must report its end-of-quarter holdings to the Securities and Exchange Commission within 45 days of the end of that quarter via a Form 13F. Those forms are made available to the public. So the most recent information we have on his stock moves is as of Sept. 30, but those moves are noteworthy enough to consider even three months later.
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Thiel sold Tesla and Nvidia during Q3
At the end of Q2, Thiel held more than 272,000 shares of Tesla and more than 537,000 shares of Nvidia. At the end of Q3, he owned 65,000 Tesla shares and zero Nvidia shares. Those were huge divestitures, and the Nvidia sale in particular flew in the face of the trends in the artificial intelligence (AI) realm. However, Thiel didn’t take these funds and invest them in completely different sectors, like industrial or healthcare. Instead, he put the…
