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Peter Thiel's hedge fund Thiel Macro significantly increased its holdings in Amazon during the second quarter, with the position valued at $118 million, accounting for 28% of its investment portfolio.
Thiel Macro primarily held cash in previous quarters, holding Tesla, Microsoft, and Apple in Q3 2025, but subsequently liquidated all positions in Q4. The fund re-established positions in Q2 2026, with Amazon becoming its largest holding. Analysts believe this move indicates optimism about Amazon's cloud computing business (AWS), considering its pricing power in the AI era and Amazon's significant investment in data centers. Amazon AWS revenue growth accelerated to 37% in Q2, contributing 60% of the company's operating profit.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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