Ge Long Hui A P P·2025-11-17 06:06Core Viewpoint - Billionaire Peter Thiel's Thiel Macro Fund has completely liquidated its holdings in Nvidia, selling approximately 537,742 shares, which accounted for nearly 40% of its portfolio, with a total value close to $100 million [1] Summary by Categories Nvidia - Thiel Macro Fund sold all its shares in Nvidia during the period from July to September, amounting to approximately 537,742 shares [1] - The total value of the sold Nvidia shares is estimated to be close to $100 million [1] Tesla - Thiel reduced his holdings in Tesla from 272,613 shares to 65,000 shares [1] Apple and Microsoft - The fund acquired 79,181 shares of Apple and 49,000 shares of Microsoft [1] Vistra Energy Corp - Thiel sold all shares in Vistra Energy Corp, totaling 208,747 shares [1] Background on Peter Thiel - Peter Thiel is a co-founder of fintech giant PayPal and defense AI company Palantir, known for his successful investments, including early investments in Facebook [1]