Peter Thiel - Thiel Macro LLC 13F Activity & Position Changes (Q2 2018)

According to the SEC 13F filed on Aug 14, 2018, the Thiel Macro LLC portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2018. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2018, the filing reported:

New Buys - Invesco QQQ Trust, Series 1

Increases - VanEck Junior Gold Miners ETF

Reductions - None reported

Complete Exits - Alibaba Group Holding Limited, Cameco Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell - Position Exit	-254,000	-100.0%	$0.00	-
Q2 2018	CCJ Cameco Corporation	Cameco Corporation	Sell - Position Exit	-345,000	-100.0%	$0.00	-
Q2 2018	GDXJ VanEck Junior Gold Miners ETF	VanEck Junior Gold Miners ETF	Buy	+100,000	+40.0%	$11.45K	350,000
Q2 2018	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy - Position Entry	+63,800	-	$10.95K	63,800