Bienville Capital Management, LLC 13F 持仓 · 2026年Q2
Bienville Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 7.50 亿美元。前几大持仓：SE（9.13%）、MELI（7.25%）、ACIO（6.89%）。本季前 25 大持仓中：新建仓 6 只、增持 14 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $68.5M | 9.13% | 714,640 | 增持 |
| 2 | MELI | MERCADOLIBRE INC | $54.3M | 7.25% | 32,018 | 增持 |
| 3 | ACIO | ETF SER SOLUTIONS | $51.6M | 6.89% | 1.1M | 增持 |
| 4 | DASH | DOORDASH INC | $43.1M | 5.74% | 233,312 | 增持 |
| 5 | SNOW | SNOWFLAKE INC | $36.8M | 4.90% | 144,489 | 增持 |
| 6 | JAAA | JANUS DETROIT STR TR | $31.5M | 4.20% | 621,850 | 增持 |
| 7 | ADME | ETF SER SOLUTIONS | $29.6M | 3.94% | 531,073 | 增持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $28.4M | 3.78% | 37,884 | 增持 |
| 9 | SOFI | SOFI TECHNOLOGIES INC | $27.4M | 3.65% | 1.5M | 新建仓 |
| 10 | HIMS | HIMS & HERS HEALTH INC | $27.2M | 3.63% | 785,739 | 新建仓 |
| 11 | KLAR | KLARNA GROUP PLC | $22.2M | 2.96% | 1.1M | 减持 |
| 12 | CIEN | CIENA CORP | $20.7M | 2.77% | 42,259 | 减持 |
| 13 | AMZN | AMAZON COM INC | $20.7M | 2.76% | 86,722 | 增持 |
| 14 | MDB | MONGODB INC | $17.6M | 2.34% | 52,267 | 增持 |
| 15 | RDDT | REDDIT INC | $16.7M | 2.22% | 96,020 | 增持 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $15.0M | 2.00% | 128,416 | 新建仓 |
| 17 | CRWV | COREWEAVE INC | $14.5M | 1.93% | 145,183 | 增持 |
| 18 | KVYO | KLAVIYO INC | $14.2M | 1.89% | 938,354 | 减持 |
| 19 | DEFR | ETF SER SOLUTIONS | $13.9M | 1.86% | 520,782 | 新建仓 |
| 20 | FIG | FIGMA INC | $13.3M | 1.78% | 736,590 | 新建仓 |
| 21 | GLBE | GLOBAL E ONLINE LTD | $13.0M | 1.74% | 374,935 | 新建仓 |
| 22 | OMDA | OMADA HEALTH INC | $12.6M | 1.68% | 573,314 | 减持 |
| 23 | AAPL | APPLE INC | $12.4M | 1.65% | 42,792 | 增持 |
| 24 | APP | APPLOVIN CORP | $11.6M | 1.54% | 22,444 | 增持 |
| 25 | DRSK | ETF SER SOLUTIONS | $11.1M | 1.48% | 385,769 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR