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Here are Peter Thiel’s Q3 13F portfolio moves
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Sold Entire Positions
Nvidia (NVDA)
Shares sold: 537,742
Prior weight: 40.07% of portfolio
Result: Exited fully
Vistra (VST)
Shares sold: 208,747
Prior weight: 19.08%
Result: Exited fully
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New Positions Added
Apple (AAPL)
Shares added: +79,181
Portfolio weight: 27.08%
Estimated avg. price: $219.89
Microsoft (MSFT)
Shares added: +49,000
Portfolio weight: 34.09%
Estimated avg. price: $502.61
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Trimmed Positions
Tesla (TSLA)
Shares sold: 207,613
Change: –76.16%
Portfolio weight after: 38.83%
