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Peter Thiel has fully divested from NVIDIA in Q3

2025.11.17 12:08:26

On November 17th, according to filings disclosed over the weekend, billionaire Peter Thiel has completely divested his stake in the AI giant NVIDIA. Currently, as the AI boom has driven up tech valuations, concerns about a bubble are intensifying. The filings indicate that Peter Thiel sold approximately 537,742 NVIDIA shares between July and September. By September 30th, as shown in the 13F form submitted by his fund Thiel Macro, he no longer held any NVIDIA shares. Based on calculations by foreign media using NVIDIA's average stock price from July to September, the proceeds from this sale reached nearly $100 million. The specific reason for Thiel's sale of NVIDIA shares remains unclear. He has long been regarded as the angel of Silicon Valley and the "godfather of venture capital," a philosopher in the investment world. Peter Thiel also significantly reduced his stake in Tesla (TSLA.O) from 272,613 shares to 65,000 shares, and acquired 79,181 Apple shares (AAPL.O) and 49,000 Microsoft shares (MSFT.O) respectively. It is worth noting that according to a previous announcement, Bridgewater Associates also significantly reduced its holdings in NVIDIA during the third quarter.
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