I would not put much weight on this article. The fund is entirely private, it does not need to disclose its holdings in public government submitted documents. This article does not cite any sources.

It is always a good idea to use a heavy doze of skepticism when confronted with statements about someone's brilliance at market timing. Especially when those statements are not backed by any evidence. Peter Thiel previously had to disclose more of his trading and, other than his decision to put half a million in a tiny startup called facebook made a long time ago, he has not shown any brilliant market timing.