Peter Thiel’s hedge fund does not include Palantir or Nvidia, but does hold Tesla, Microsoft, and Apple. Thiel likely appreciates Microsoft’s AI integration and Apple’s large install base. Thiel made significant changes to his Tesla holdings, buying Microsoft shares and initiating a new position in Apple, focusing on AI and technological advancements.

Read more at Nasdaq: The Only 3 AI Stocks Billionaire Peter Thiel’s Hedge Fund Owns (Hint: Palantir or Nvidia Aren’t on the List)