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Bienville Capital Management, LLC

Portfolio Manager
Bienville Capital Management, LLC
Performance
-20.63% (2026 Q1)
AUM (13F)
$550.03M
# of Holdings
73
Performance Rank
Allocation (Top 20)
76.7%

Bienville Capital Management, LLC Holdings Map

Top 50 Bienville Capital Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ACIO
ETF SER SOLUTIONS
8.21%1.03M$43.2M
+9.14%(+86.31K)
2025-Q1: 1.06M shares2025-Q2: 1.00M shares2025-Q3: 953.7K shares2025-Q4: 944.3K shares2026-Q1: 1.03M shares
$35.58(+29.70%)
2026-03-31
MELI
MERCADOLIBRE INC
6.97%21.2K$36.7M
+13.65%(+2.55K)
2025-Q1: 9.0K shares2025-Q2: 7.5K shares2025-Q3: 10.4K shares2025-Q4: 18.7K shares2026-Q1: 21.2K shares
$1981.06(-10.99%)
2026-03-31
DASH
DOORDASH INC
5.67%198.8K$29.9M
+92.90%(+95.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 103.1K shares2026-Q1: 198.8K shares
$181.58(+5.75%)
2026-03-31
CIEN
CIENA CORP
5.17%70.2K$27.2M
-29.57%(-29.46K)
2025-Q1: 54.1K shares2025-Q2: 99.5K shares2025-Q3: 99.3K shares2025-Q4: 99.6K shares2026-Q1: 70.2K shares
$69.81(+505.11%)
2026-03-31
KVYO
KLAVIYO INC
4.54%1.23M$23.9M
+26.68%(+258.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 279.3K shares2025-Q4: 969.3K shares2026-Q1: 1.23M shares
$28.30(-40.28%)
2026-03-31
RBRK
RUBRIK INC.
4.38%471.7K$23.1M
+62.72%(+181.82K)
2025-Q1: 132.1K shares2025-Q2: 0 shares2025-Q3: 106.0K shares2025-Q4: 289.9K shares2026-Q1: 471.7K shares
$62.06(+34.78%)
2026-03-31
SE
SEA LTD
4.09%260.1K$21.5M
-18.15%(-57.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 107.9K shares2025-Q4: 317.8K shares2026-Q1: 260.1K shares
$128.84(-19.82%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.91%31.6K$20.6M
-1.05%(-334)
2025-Q1: 19.7K shares2025-Q2: 31.7K shares2025-Q3: 32.0K shares2025-Q4: 31.9K shares2026-Q1: 31.6K shares
$459.20(+62.19%)
2026-03-31
DDOG
DATADOG INC
3.82%170.4K$20.1Mnew2025-Q1: 53.7K shares2025-Q2: 179.2K shares2025-Q3: 68.8K shares2025-Q4: 0 shares2026-Q1: 170.4K shares
$123.67(+110.54%)
2026-03-31
KLAR
KLARNA GROUP PLC
3.45%1.39M$18.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.39M shares
$21.00(-6.10%)
2026-03-31

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