Peter Thiel Portfolio: Q4 2025 Picks, Holdings & Trends

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Peter Thiel Top Holdings of Q4 2025
Ticker Name Shares Value % of Portfolio Time Held % Change

No holdings data available.

Recent Moves

Complete Exit

-65,000 Shares | -$28.91 M Value

Cleared TSLA, sector remains in portfolio

Q4 2025

Complete Exit

-49,000 Shares | -$25.38 M Value

Cleared MSFT, sector remains in portfolio

Q4 2025

Ticker Name Date Activity Shares Shares Change Value Change
12/31/2025 Sold Out 0 -65,000 $28.91 M
12/31/2025 Sold Out 0 -49,000 $25.38 M
12/31/2025 Sold Out 0 -79,181 $20.16 M
09/30/2025 Reduce -76.2% 65,000 -207,613 $92.33 M
09/30/2025 Sold Out 0 -537,742 $84.96 M

VST

09/30/2025 Sold Out 0 -208,747 $40.46 M
09/30/2025 New Buy 49,000 49,000 $25.38 M
09/30/2025 New Buy 79,181 79,181 $20.16 M
06/30/2025 Add 376.8% 272,613 215,433 $68.43 M
06/30/2025 Sold Out 0 -68,435 $45.35 M

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Peter Thiel is a highly influential entrepreneur, venture capitalist, and author who has played a pivotal role in shaping modern Silicon Valley. He co-founded PayPal in 1998 and later became the first outside investor in Facebook, a move now legendary in venture capital. Thiel also co-founded Palantir Technologies, a secretive data analytics firm, and is the founder of the venture capital firm Founders Fund, which backs ambitious science and technology companies. He is the author of the bestselling book Zero to One: Notes on Startups, or How to Build the Future, which details his unique philosophy on innovation and business.

Peter Thiel's investment philosophy is fundamentally contrarian, built on the pursuit of "secrets"—valuable truths that the majority of people do not see. He famously seeks to invest in companies capable of creating new markets and establishing monopolies, a concept he calls going "from zero to one." Thiel believes that competition destroys profits and that true, lasting value is captured only by businesses that are so unique they have no direct competitors. This leads him to back visionary founders working on transformative, often high-risk, technologies in fields like AI, aerospace, and biotech.

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