StockDriftsStockDriftsTop 50 Bienville Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 7.84% | 32.0K | $54.3M | +50.72%(+10.77K) | $1872.45(-4.93%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 7.45% | 1.12M | $51.6M | +8.59%(+88.55K) | $36.22(+31.61%) | 2026-06-30 | |
| DASH | DOORDASH INC | 6.21% | 233.3K | $43.1M | +17.34%(+34.47K) | $179.32(+21.03%) | 2026-06-30 | |
| SE | SEA LTD | 5.68% | 411.2K | $39.4M | +58.08%(+151.09K) | $113.49(+7.44%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.55% | 621.9K | $31.5M | +84.52%(+284.84K) | $50.61(-0.00%) | 2026-06-30 | |
| ADME | ETF SER SOLUTIONS | 4.26% | 531.1K | $29.6M | +229.07%(+369.69K) | $48.07(+19.31%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.09% | 37.9K | $28.4M | +19.92%(+6.29K) | $497.44(+55.87%) | 2026-06-30 | |
| SOFI | SOFI TECHNOLOGIES INC | 3.95% | 1.53M | $27.4M | new | $16.54(+10.58%) | 2026-06-30 | |
| HIMS | HIMS & HERS HEALTH INC | 3.93% | 785.7K | $27.2M | new | $21.65(+30.01%) | 2026-06-30 | |
| KLAR | KLARNA GROUP PLC | 3.2% | 1.09M | $22.2M | -21.23%(-295.04K) | $21.00(-1.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.24% | +57.04% | +5.24% | +29.12% |
| Top 20 Holdings Unweighted | +26.80% | +103.88% | +10.79% | +66.92% |
Bienville Capital Management LLC reports $749.74M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are MELI (7.8%), ACIO (7.5%) and DASH (6.2%). The top 20 holdings account for 74.27% of reported assets. Its disclosed equity book has returned +57.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bienville Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1605070). View Bienville Capital Management LLC’s 13F filings on SEC