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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Thiel Capital / Founders Fund
Value
—
Stocks
8 Stocks
Turnover
0.0%
Top Holdings
AMZN(28.18%) VIST(18.13%) VST(14.12%) AEP(10.08%) DTE(9.62%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $118.0M | 0 | 28.2% | 0 | No Change |
| VIST | None | Vista Energy | General | $75.9M | 0 | 18.1% | 0 | No Change |
| VST | None | Vistra Corp. | Utilities | $59.1M | 0 | 14.1% | 0 | No Change |
| AEP | None | American Electric Power | Utilities | $42.2M | 0 | 10.1% | 0 | No Change |
| DTE | None | DTE Energy | Utilities | $40.3M | 0 | 9.6% | 0 | No Change |
| FE | None | FirstEnergy | General | $39.9M | 0 | 9.5% | 0 | No Change |
| CMS | None | CMS Energy | Utilities | $39.6M | 0 | 9.4% | 0 | No Change |
| XE | None | X-Energy Inc. | General | $3.7M | 0 | 0.9% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Utilities | 4 | $181.2M | 43.3% |
| General | 3 | $119.5M | 28.5% |
| Consumer Discretionary | 1 | $118.0M | 28.2% |