§ 13F · FUND PROFILE
Bienville Capital Management, LLC.
AUM · $525M (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$136M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 32K | $54M | 7.2% | +51% |
| 2 | ACIO | ETF SER SOLUTIONS | 1.12M | $52M | 6.9% | +9% |
| 3 | DASH | DOORDASH INC | 233K | $43M | 5.7% | +17% |
| 4 | SE | SEA LTD | 411K | $39M | 5.3% | +32% |
| 5 | JAAA | JANUS DETROIT STR TR | 622K | $32M | 4.2% | +85% |
| 6 | ADME | ETF SER SOLUTIONS | 531K | $30M | 3.9% | +229% |
| 7 | SE | SEA LTD | 303K | $29M | 3.9% | — |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 38K | $28M | 3.8% | +20% |
| 9 | SOFI | SOFI TECHNOLOGIES INC | 1.53M | $27M | 3.7% | NEW |
| 10 | HIMS | HIMS & HERS HEALTH INC | 786K | $27M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIENVILLE SIGNAL
AC read
Bienville Capital Management, LLC is a Other fund managing $525 million in assets. The fund runs a portfolio of 74 positions.
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