Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bienville Capital Management, LLC (CIK 1605070) reported $550.0M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SE ($44.7M, 8.13%), ACIO ($43.2M, 7.86%), MELI ($36.7M, 6.68%), DASH ($29.9M, 5.43%), CIEN ($27.2M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $44.7M | 8.13% | 540,147 | Added |
| 2 | ACIO | ETF SER SOLUTIONS | $43.2M | 7.86% | 1.0M | Added |
| 3 | MELI | MERCADOLIBRE INC | $36.7M | 6.68% | 21,244 | Added |
| 4 | DASH | DOORDASH INC | $29.9M | 5.43% | 198,842 | Added |
| 5 | CIEN | CIENA CORP | $27.2M | 4.95% | 70,167 | Trimmed |
| 6 | KVYO | KLAVIYO INC | $23.9M | 4.34% | 1.2M | Added |
| 7 | RBRK | RUBRIK INC. | $23.1M | 4.20% | 471,691 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $20.6M | 3.75% | 31,591 | Trimmed |
| 9 | DDOG | DATADOG INC | $20.1M | 3.66% | 170,371 | New |
| 10 | KLARNA GROUP PLC | $18.2M | 3.31% | 1.4M | New | |
| 11 | IOT | SAMSARA INC | $17.6M | 3.21% | 556,864 | Added |
| 12 | JAAA | JANUS DETROIT STR TR | $17.0M | 3.10% | 337,007 | Added |
| 13 | DRSK | ETF SER SOLUTIONS | $17.1M | 3.10% | 624,636 | Added |
| 14 | AFRM | AFFIRM HLDGS INC | $15.0M | 2.72% | 326,395 | New |
| 15 | SNOW | SNOWFLAKE INC | $14.9M | 2.70% | 98,597 | New |
| 16 | HOOD | ROBINHOOD MKTS INC | $14.4M | 2.62% | 207,798 | New |
| 17 | RBLX | ROBLOX CORP | $11.8M | 2.14% | 207,941 | New |
| 18 | OMDA | OMADA HEALTH INC | $11.3M | 2.05% | 897,765 | Added |
| 19 | AAPL | APPLE INC | $10.6M | 1.93% | 41,755 | Trimmed |
| 20 | KSPI | KASPI KZ JSC | $10.0M | 1.82% | 134,849 | Trimmed |
| 21 | MDB | MONGODB INC | $8.0M | 1.46% | 32,722 | New |
| 22 | ADME | ETF SER SOLUTIONS | $8.0M | 1.45% | 161,387 | Trimmed |
| 23 | TSLA | TESLA INC | $6.9M | 1.25% | 18,537 | Hold |
| 24 | TTAN | SERVICETITAN INC | $6.6M | 1.21% | 104,444 | New |
| 25 | TOST | TOAST INC | $6.7M | 1.21% | 251,014 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31