Bienville Capital Management, LLC 13F Holdings · Q2 2026
Bienville Capital Management, LLC reported 92 securities worth $749.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SE (9.13%), MELI (7.25%), ACIO (6.89%). Among its top 25 positions this quarter: 6 new, 14 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $68.5M | 9.13% | 714,640 | Added |
| 2 | MELI | MERCADOLIBRE INC | $54.3M | 7.25% | 32,018 | Added |
| 3 | ACIO | ETF SER SOLUTIONS | $51.6M | 6.89% | 1.1M | Added |
| 4 | DASH | DOORDASH INC | $43.1M | 5.74% | 233,312 | Added |
| 5 | SNOW | SNOWFLAKE INC | $36.8M | 4.90% | 144,489 | Added |
| 6 | JAAA | JANUS DETROIT STR TR | $31.5M | 4.20% | 621,850 | Added |
| 7 | ADME | ETF SER SOLUTIONS | $29.6M | 3.94% | 531,073 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $28.4M | 3.78% | 37,884 | Added |
| 9 | SOFI | SOFI TECHNOLOGIES INC | $27.4M | 3.65% | 1.5M | New |
| 10 | HIMS | HIMS & HERS HEALTH INC | $27.2M | 3.63% | 785,739 | New |
| 11 | KLAR | KLARNA GROUP PLC | $22.2M | 2.96% | 1.1M | Trimmed |
| 12 | CIEN | CIENA CORP | $20.7M | 2.77% | 42,259 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $20.7M | 2.76% | 86,722 | Added |
| 14 | MDB | MONGODB INC | $17.6M | 2.34% | 52,267 | Added |
| 15 | RDDT | REDDIT INC | $16.7M | 2.22% | 96,020 | Added |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $15.0M | 2.00% | 128,416 | New |
| 17 | CRWV | COREWEAVE INC | $14.5M | 1.93% | 145,183 | Added |
| 18 | KVYO | KLAVIYO INC | $14.2M | 1.89% | 938,354 | Trimmed |
| 19 | DEFR | ETF SER SOLUTIONS | $13.9M | 1.86% | 520,782 | New |
| 20 | FIG | FIGMA INC | $13.3M | 1.78% | 736,590 | New |
| 21 | GLBE | GLOBAL E ONLINE LTD | $13.0M | 1.74% | 374,935 | New |
| 22 | OMDA | OMADA HEALTH INC | $12.6M | 1.68% | 573,314 | Trimmed |
| 23 | AAPL | APPLE INC | $12.4M | 1.65% | 42,792 | Added |
| 24 | APP | APPLOVIN CORP | $11.6M | 1.54% | 22,444 | Added |
| 25 | DRSK | ETF SER SOLUTIONS | $11.1M | 1.48% | 385,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR