Bienville Capital Management, LLC
Bienville Capital Management, LLC reported 95 holdings worth US$750M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Bienville Capital Management, LLC reported 95 holdings worth US$750M as of Jun 30, 2026. Largest: Mercadolibre, Inc., Doordash, Inc. and Sofi Technologies, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$750M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mercadolibre, Inc. | 32,018 | US$54.3M | 7.2% |
| Doordash, Inc. | 233K | US$43.1M | 5.7% |
| Sofi Technologies, Inc. | 1.53M | US$27.4M | 3.7% |
| Hims & Hers Health, Inc. | 786K | US$27.2M | 3.6% |
| Ciena Corporation | 42,259 | US$20.7M | 2.8% |
| Amazon.com, Inc. | 86,722 | US$20.7M | 2.8% |
| Snowflake Inc. | 72,289 | US$18.4M | 2.5% |
| Reddit, Inc. | 96,020 | US$16.7M | 2.2% |
| Palantir Technologies Inc. | 128K | US$15M | 2.0% |
| Coreweave, Inc. | 145K | US$14.5M | 1.9% |
| Klaviyo, Inc. Series A | 938K | US$14.2M | 1.9% |
| Figma Inc | 737K | US$13.3M | 1.8% |
| Omada Health, Inc. | 573K | US$12.6M | 1.7% |
| Apple Inc | 42,792 | US$12.4M | 1.7% |
| Applovin Corporation | 22,444 | US$11.6M | 1.5% |
| Alphabet Inc (google) Class C | 27,551 | US$9.85M | 1.3% |
| Rubrik, Inc. | 121K | US$9.71M | 1.3% |
| Mongodb, Inc. | 26,167 | US$8.79M | 1.2% |
| Tesla, Inc. | 19,401 | US$8.16M | 1.1% |
| Microsoft Corp. | 13,314 | US$4.97M | 0.66% |
| Palmer Square Capital Bdc Inc. | 425K | US$4.62M | 0.62% |
| Alliance Resource Partners, L.p. | 174K | US$4.17M | 0.56% |
| Nvidia Corporation | 18,619 | US$3.73M | 0.50% |
| Canton Strategic Holdings, Inc. | 650K | US$1.83M | 0.24% |
| Adtran Holdings, Inc. | 127K | US$1.77M | 0.24% |
| Nokia Oyj | 132K | US$1.75M | 0.23% |
| Abbvie Inc. | 4,203 | US$1.06M | 0.14% |
| Uber Technologies, Inc. | 12,874 | US$929K | 0.12% |
| Shopify Inc. | 8,000 | US$913K | 0.12% |
| Rtx Corporation | 4,669 | US$886K | 0.12% |
| Meta Platforms, Inc. | 1,474 | US$830K | 0.11% |
| Broadcom Inc. | 2,002 | US$756K | 0.10% |
| Southern Company (the) | 5,607 | US$537K | 0.07% |
| Salesforce, Inc. | 2,924 | US$459K | 0.06% |
| Lam Research Corporation | 950 | US$412K | 0.05% |
| Mcdonald's Corporation | 1,500 | US$405K | 0.05% |
| Berkshire Hathaway Inc. | 749 | US$375K | 0.05% |
| Ulta Beauty, Inc. | 788 | US$355K | 0.05% |
| Norfolk Southern Corporation | 1,120 | US$352K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 735 | US$352K | 0.05% |
| Caterpillar, Inc. | 324 | US$345K | 0.05% |
| Coca-cola Company (the) | 4,075 | US$333K | 0.04% |
| Fedex Corporation | 1,000 | US$314K | 0.04% |
| Extreme Networks, Inc. | 8,130 | US$263K | 0.04% |
| Recursion Pharmaceuticals, Inc. | 58,053 | US$213K | 0.03% |
| Blend Labs, Inc. | 33,579 | US$57,420 | <0.01% |
| Powerfleet, Inc. | 14,095 | US$53,984 | <0.01% |
| Affirm Holdings, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |
| Servicetitan, Inc. | 0 | US$0 | 0.00% |
| Toast, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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