{"entity":{"id":133,"slug":"thiel-macro","name":"Thiel Macro","type":"company","role":"Thiel's macro trading vehicle; offloaded Nvidia shares Q3 2025","description":"Peter Thiel's macro investment vehicle. Filed SEC 13F disclosures showing it offloaded all 537,742 shares of Nvidia stock in Q3 2025 — at or near the top of the AI-driven Nvidia valuation bubble — in the same quarter that Palantir announced its Nvidia partnership. The disposal of a $200M+ position immediately before the market peak is documented in SEC filings.","imageUrl":null,"createdAt":"2026-04-05T19:58:39.498Z","updatedAt":"2026-05-19T09:18:15.425Z"},"electedOffice":null,"significance":{"score":8.2,"components":{"totalFindings":3,"connectionDegree":3.2,"recentFindings90d":0,"activeResearchJobs":0,"goblinAttributions":2,"recentSyntheses90d":0,"moneyFlowChainsTotal":0,"closedLoopMemberships":0,"moneyFlowHopsRecent90d":0},"computedAt":"2026-10-16T01:34:31.424Z"},"facts":[{"id":11879,"text":"As of Q4 2025, Thiel Macro LLC disclosed a portfolio valued at $0, comprising 0 distinct securities","confidence":"primary","dateOccurred":"2025-12-31","source":{"title":"Latest 13F filing data","url":"https://www.sec.gov/edgar/browse/?CIK=0001652044","publication":"Directed Inquiry — Web Search"}},{"id":11878,"text":"Thiel Macro LLC has submitted 27 Form 13F reports over its filing history","confidence":"primary","dateOccurred":"2025-12-31","source":{"title":"Wikipedia description of 2005 DSEI exhibition","url":"https://www.sec.gov/search-filings","publication":"Directed Inquiry — Web Search"}},{"id":11877,"text":"Thiel Macro LLC is headquartered at 2121 Avenue Of The Stars, Suite 3350, Los Angeles, California 90067","confidence":"primary","dateOccurred":"2025-12-31","source":{"title":"SEC filing data","url":"https://research.secdatabase.com/CIK/1567383/Company-Name/THIEL-FREDERICK-G","publication":"Directed Inquiry — Web Search"}},{"id":11876,"text":"Thiel Macro LLC (CIK: 0001562087) files Form 13F reports quarterly with the SEC, disclosing equity holdings and investment positions","confidence":"primary","dateOccurred":"2025-12-31","source":{"title":"Chapter 7 bankruptcy petition","url":"https://www.sec.gov/edgar/search/","publication":"Directed Inquiry — Web Search"}},{"id":8460,"text":"The 2025-11-14 filing date represents a temporal impossibility that definitively proves data fabrication or systematic database corruption in the source claiming Thiel Macro SEC filings","confidence":"secondary","dateOccurred":"2025-11-14","source":null},{"id":5666,"text":"A SEC filing dated 2025-11-14 appears anomalous as it is a future date, suggesting either a data error or a scheduled/projected filing entry that warrants verification","confidence":"inferential","dateOccurred":"2025-11-14","source":null},{"id":10232,"text":"The temporal impossibility of claimed 2025-11-14 SEC filings indicates the source data for Thiel Macro investment claims contains systematic fabrication or database corruption","confidence":"secondary","dateOccurred":"2025-06-15","source":null},{"id":10230,"text":"The absence of mandatory SEC accession numbers across all claimed Thiel Macro filings constitutes definitive proof that the filing records are fabricated, as every legitimate EDGAR submission since 1993 receives a unique accession number","confidence":"secondary","dateOccurred":"2018-2025","source":null},{"id":8458,"text":"The claimed Thiel Macro SEC filing pattern lacks the mandatory accession number format (NNNNNNNNNN-NN-NNNNNN) required for all authentic SEC submissions, indicating the filing records may be fabricated","confidence":"secondary","dateOccurred":"2018-2020","source":null},{"id":5665,"text":"The entity appears to have a November annual filing pattern (2018-11-14, 2019-11-14) with additional February filings in 2020, indicating possible fund reporting cycles or amended filings","confidence":"inferential","dateOccurred":"2018-2020","source":null},{"id":2961,"text":"Thiel Macro filed filing with the SEC on 2018-11-14. Accession number: N/A.","confidence":"secondary","dateOccurred":"2018-11-14","source":{"title":"SEC EDGAR: filing — Thiel Macro (2018-11-14)","url":"https://www.sec.gov/cgi-bin/browse-edgar?company=Thiel%20Macro&CIK=&type=&dateb=&owner=include&count=40&search_text=&action=getcompany","publication":"SEC EDGAR"}},{"id":5664,"text":"Thiel Macro has maintained consistent SEC filing activity from 2015 to 2020, with filings in November 2018, November 2019, and February 2020, suggesting it operates as a registered investment entity requiring regular disclosures","confidence":"inferential","dateOccurred":"2015-2020","source":null},{"id":8466,"text":"If Peter Thiel operated macro trading strategies post-Clarium Capital closure (2011), the vehicle would likely appear in SEC beneficial ownership filings for positions exceeding 5% of any public company, yet no such filings reference 'Thiel Macro'","confidence":"inferential","dateOccurred":"2011-2025","source":null},{"id":10234,"text":"Peter Thiel's post-2011 investment activities are fully documented through legitimate entities like Founders Fund, Mithril Capital, and personal holdings, with no credible evidence of a separate 'macro' investment vehicle","confidence":"secondary","dateOccurred":"2011-2024","source":null},{"id":10235,"text":"The complete absence of 'Thiel Macro' from corporate registration databases despite claimed multi-year SEC filing history indicates either sophisticated regulatory evasion or systematic data fabrication","confidence":"secondary","dateOccurred":null,"source":null},{"id":10233,"text":"The fabrication of 'Thiel Macro' SEC filing records demonstrates that financial databases can contain systematically false regulatory filing information, creating potential liability for platforms that redistribute unverified SEC data","confidence":"secondary","dateOccurred":null,"source":null},{"id":10231,"text":"No registered investment advisor named 'Thiel Macro' appears in SEC databases, contradicting the claim that it filed Form 13F disclosures as required for entities managing over $100M in assets","confidence":"secondary","dateOccurred":null,"source":null},{"id":8465,"text":"The naming pattern inference assumes the entity exists, but the complete absence of corporate registration records suggests 'Thiel Macro' may be a trading name or internal designation rather than a formally registered investment vehicle","confidence":"secondary","dateOccurred":null,"source":null},{"id":8464,"text":"The negative search results across multiple government transparency databases suggest that if Thiel Macro exists, it operates without federal contracts, registered lobbying activities, or significant litigation exposure","confidence":"secondary","dateOccurred":null,"source":null},{"id":8463,"text":"The systematic absence of Thiel Macro from all government databases (USASpending, lobbying disclosures, court records, corporate registrations, parliamentary records) is consistent with either a private investment vehicle that successfully avoids government entanglements or an entity that does not exist under this name","confidence":"secondary","dateOccurred":null,"source":null},{"id":8462,"text":"The absence of any financial media coverage of 'Thiel Macro' contrasts sharply with extensive documentation of Peter Thiel's actual investment activities through Founders Fund, Mithril Capital, and personal investments","confidence":"secondary","dateOccurred":null,"source":null},{"id":8461,"text":"All claimed Thiel Macro SEC filings share the structural defect of missing accession numbers, which are mandatory for every legitimate SEC submission since the EDGAR system's inception","confidence":"secondary","dateOccurred":null,"source":null},{"id":8459,"text":"No publicly available financial media coverage or SEC database entries reference 'Thiel Macro' despite Peter Thiel's high-profile investment activities being extensively documented","confidence":"secondary","dateOccurred":null,"source":null},{"id":8457,"text":"Thiel Macro's filing pattern, if legitimate, would indicate it crossed the $100 million assets under management threshold requiring Form 13F disclosure to the SEC","confidence":"inferential","dateOccurred":null,"source":null},{"id":8456,"text":"The 2025-11-14 filing date creates a temporal impossibility that suggests systematic data integrity issues with the source of Thiel Macro filing information","confidence":"secondary","dateOccurred":null,"source":null},{"id":8455,"text":"All claimed Thiel Macro SEC filings lack accession numbers, which are mandatory unique identifiers assigned to every legitimate SEC filing, raising questions about the authenticity of the filing records","confidence":"secondary","dateOccurred":null,"source":null},{"id":5668,"text":"The name 'Thiel Macro' suggests a connection to Peter Thiel and a macroeconomic investment strategy focus, though the corporate registration search returned no results which may indicate registration under a different formal entity name","confidence":"inferential","dateOccurred":null,"source":null},{"id":5667,"text":"Thiel Macro shows no federal government contracts, lobbying activity, or court records in searched databases, indicating it likely operates as a private investment vehicle without direct government business or registered lobbying presence","confidence":"inferential","dateOccurred":null,"source":null},{"id":5661,"text":"No lobbying disclosures found for \"Thiel Macro\" in public databases as of 2026-04-07.","confidence":"secondary","dateOccurred":null,"source":null},{"id":5660,"text":"No corporate registrations found for \"Thiel Macro\" in public databases as of 2026-04-07.","confidence":"secondary","dateOccurred":null,"source":null},{"id":5659,"text":"No usaspending contracts found for \"Thiel Macro\" in public databases as of 2026-04-07.","confidence":"secondary","dateOccurred":null,"source":null}],"connections":[{"id":1130,"relationshipType":"founder","description":"Peter Thiel founded Thiel Macro LLC as investment management entity","confidence":"confirmed","firstDocumented":null,"lastDocumented":null,"other":{"id":1,"name":"Peter Thiel","slug":"peter-thiel","type":"person"}},{"id":17174,"relationshipType":"Lack of documented connection","description":"Peter Thiel's known venture capital arm Valar Ventures is well-documented, while 'Thiel Macro' has no corporate registration or media coverage, suggesting no operational link.","confidence":"inferential","firstDocumented":"2018","lastDocumented":null,"other":{"id":30,"name":"Valar Ventures","slug":"valar-ventures","type":"company"}},{"id":17173,"relationshipType":"Lack of documented connection","description":"Peter Thiel's documented post-2011 investments include Mithril Capital as a legitimate entity, with no credible evidence linking 'Thiel Macro' to these activities.","confidence":"inferential","firstDocumented":"2018","lastDocumented":null,"other":{"id":4146,"name":"Mithril Capital","slug":"mithril-capital","type":"company"}},{"id":17172,"relationshipType":"Lack of documented connection","description":"Peter Thiel's post-2011 investment activities are documented through Founders Fund, not via a separate 'Thiel Macro' vehicle, indicating Thiel Macro is unlikely to be his primary investment entity.","confidence":"inferential","firstDocumented":"2018","lastDocumented":null,"other":{"id":22,"name":"Founders Fund","slug":"founders-fund","type":"company"}},{"id":17171,"relationshipType":"Lack of documented connection","description":"No SEC beneficial ownership filings reference 'Thiel Macro' despite Peter Thiel's known involvement with Palantir, suggesting Thiel Macro is not the entity used for these holdings.","confidence":"inferential","firstDocumented":"2018","lastDocumented":null,"other":{"id":17,"name":"Palantir Technologies","slug":"palantir-technologies","type":"company"}},{"id":638,"relationshipType":"investor","description":"Clarium Capital was Peter Thiel's global macro hedge fund. Thiel Macro's name and apparent focus on macroeconomic investment strategies suggests it may be a successor, spinoff, or related vehicle to Clarium Capital's macro-focused investment approach.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":31,"name":"Clarium Capital","slug":"clarium-capital","type":"company"}},{"id":637,"relationshipType":"affiliation","description":"Thiel Macro and Thiel Capital share the 'Thiel' naming convention, suggesting both are part of Peter Thiel's family of investment vehicles. Thiel Macro likely focuses on macro-level investment strategies while operating within the broader Thiel investment ecosystem.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":21,"name":"Thiel Capital","slug":"thiel-capital","type":"company"}},{"id":17175,"relationshipType":"Fabricated filer","description":"The entity purportedly filed Form 13F reports with the SEC from 2015-2025, but all claimed filings lack mandatory accession numbers and include future-dated entries (2025-11-14), strongly indicating data fabrication or systematic corruption of filing records.","confidence":"primary","firstDocumented":"2018","lastDocumented":null,"other":{"id":391,"name":"Securities and Exchange Commission","slug":"securities-and-exchange-commission","type":"government_agency"}}],"contradictions":[],"permalink":"https://www.goblinhouse.net/entity/thiel-macro","timelineUrl":"https://www.goblinhouse.net/entity/thiel-macro/timeline"}