Sponsored

The Analysis of Bienville Capital Management, LLC's Holdings & P&L

Currently, Bienville Capital Management, LLC holds 73 types of securities in its portfolio with a total value $526.8M. In the most recent quarter, they have increased their positions in DDOG (+170.4K shares, valued at $20.1M), KLAR (+1.4M shares, valued at $18.2M), AFRM (+326.4K shares, valued at $15.0M); decreased their positions in CIEN (-29.5K shares, valued at $11.4M), KSPI (-142.8K shares, valued at $10.6M), SE (-57.7K shares, valued at $4.8M); initiated new positions in DDOG (+170.4K shares, valued at $20.1M), KLAR (+1.4M shares, valued at $18.2M), AFRM (+326.4K shares, valued at $15.0M).

1M P&L

+18.0M+3.70%

3M P&L

+26.7M+5.59%

HY P&L

-45.1M-8.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure162.6M

27.9%

2N/A136.3M

23.4%

3Internet Retail108.1M

18.6%

Top Industries by Stock Count

1N/A22 stocks

33.8%

2Software - Application8 stocks

12.3%

3Software - Infrastructure8 stocks

12.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACIO ETF SER SOLUTIONS1.0M shares9.14%2026-03-312026-05-14

MELI MERCADOLIBRE INC21.2K shares13.65%2026-03-312026-05-14

DASH DOORDASH INC198.8K shares92.90%2026-03-312026-05-14

CIEN CIENA CORP70.2K shares-29.57%2026-03-312026-05-14

KVYO KLAVIYO INC1.2M shares26.68%2026-03-312026-05-14

RBRK RUBRIK INC.471.7K shares62.72%2026-03-312026-05-14

SE SEA LTD260.1K shares-18.15%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T31.6K shares-1.05%2026-03-312026-05-14

Sponsored

DDOG DATADOG INC170.4K sharesnew addition2026-03-312026-05-14

KLAR KLARNA GROUP PLC1.4M sharesnew addition2026-03-312026-05-14

IOT SAMSARA INC556.9K shares81.49%2026-03-312026-05-14

DRSK ETF SER SOLUTIONS624.6K shares6.55%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR337.0K shares10.42%2026-03-312026-05-14

AFRM AFFIRM HLDGS INC326.4K sharesnew addition2026-03-312026-05-14

SNOW SNOWFLAKE INC98.6K sharesnew addition2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC207.8K sharesnew addition2026-03-312026-05-14

Sponsored

RBLX ROBLOX CORP207.9K sharesnew addition2026-03-312026-05-14

OMDA OMADA HEALTH INC897.8K shares20.99%2026-03-312026-05-14

AAPL APPLE INC41.8K shares-14.40%2026-03-312026-05-14

KSPI KASPI KZ JSC134.8K shares-51.43%2026-03-312026-05-14

MDB MONGODB INC32.7K sharesnew addition2026-03-312026-05-14

ADME ETF SER SOLUTIONS161.4K shares-2.60%2026-03-312026-05-14

TSLA TESLA INC18.5K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC23.2K shares-22.84%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC32.0K shares-6.77%2026-03-312026-05-14

TOST TOAST INC251.0K shares-16.33%2026-03-312026-05-14

TTAN SERVICETITAN INC104.4K sharesnew addition2026-03-312026-05-14

CRWV COREWEAVE INC84.1K sharesnew addition2026-03-312026-05-14

APP APPLOVIN CORP16.2K sharesnew addition2026-03-312026-05-14

ARLP ALLIANCE RESOURCE PARTNERS L213.7K shares-7.48%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF151.2K shares-3.83%2026-03-312026-05-14

PSBD PALMER SQUARE CAPITAL BDC IN525.2K shares-5.94%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP12.6K shares-9.51%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR64.9K shares5.23%2026-03-312026-05-14

GLD SPDR GOLD TR8.7K shares44.64%2026-03-312026-05-14

AIQ GLOBAL X FDS66.1K sharesnew addition2026-03-312026-05-14

SHY ISHARES TR35.9K shares113.71%2026-03-312026-05-14

NVDA NVIDIA CORPORATION16.3K shares10.14%2026-03-312026-05-14

RDDT REDDIT INC16.2K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS7.6K shares0.07%2026-03-312026-05-14

Sponsored

SLV ISHARES SILVER TR18.4K shares0.00%2026-03-312026-05-14

NOBL PROSHARES TR9.8K shares-37.47%2026-03-312026-05-14

ABBV ABBVIE INC4.5K shares9.75%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC13.4K shares4.27%2026-03-312026-05-14

SHOP SHOPIFY INC8.0K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-53.77%2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.2K shares-8.99%2026-03-312026-05-14

RTX RTX CORPORATION4.7K shares0.00%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC1.3K shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.2K shares-8.85%2026-03-312026-05-14

CANTON STRATEGIC HOLDINGS IN CANTON STRATEGIC HOLDINGS IN216.8K sharesnew addition2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares5.90%2026-03-312026-05-14

IWM ISHARES TR2.5K shares-1.22%2026-03-312026-05-14

SO SOUTHERN CO6.3K shares14.28%2026-03-312026-05-14

CRM SALESFORCE INC2.9K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC1.6K shares-25.53%2026-03-312026-05-14

Sponsored

CSM PROSHARES TR6.6K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP1.5K shares0.00%2026-03-312026-05-14

FDX FEDEX CORP1.2K shares22.50%2026-03-312026-05-14

ULTA ULTA BEAUTY INC788 shares0.00%2026-03-312026-05-14

GUNR FLEXSHARES TR6.4K shares0.22%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP1.1K shares0.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR6.4K shares-2.21%2026-03-312026-05-14

KO COCA COLA CO4.0K shares0.00%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL627 shares36.30%2026-03-312026-05-14

EWZ ISHARES INC7.7K shares0.00%2026-03-312026-05-14

IVV ISHARES TR434 sharesnew addition2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC735 shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP950 shares-22.76%2026-03-312026-05-14

IEFA ISHARES TR2.2K sharesnew addition2026-03-312026-05-14

RXRX RECURSION PHARMACEUTICALS IN58.1K shares0.00%2026-03-312026-05-14

ETHA ISHARES ETHEREUM TR10.9K shares1.20%2026-03-312026-05-14

Sponsored

BLND BLEND LABS INC33.6K shares0.00%2026-03-312026-05-14

ACIO

ETF SER SOLUTIONS

9.14%

Shares1.0M

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

13.65%

Shares21.2K

Event2026-03-31

Filed2026-05-14

DASH

DOORDASH INC

92.90%

Shares198.8K

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

-29.57%

Shares70.2K

Event2026-03-31

Filed2026-05-14

KVYO

KLAVIYO INC

26.68%

Shares1.2M

Event2026-03-31

Filed2026-05-14

RBRK

RUBRIK INC.

62.72%

Shares471.7K

Event2026-03-31

Filed2026-05-14

SEA LTD

-18.15%

Shares260.1K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-1.05%

Shares31.6K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

New

Shares170.4K

Event2026-03-31

Filed2026-05-14

KLAR

KLARNA GROUP PLC

New

Shares1.4M

Event2026-03-31

Filed2026-05-14

IOT

SAMSARA INC

81.49%

Shares556.9K

Event2026-03-31

Filed2026-05-14

DRSK

ETF SER SOLUTIONS

6.55%

Shares624.6K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

10.42%

Shares337.0K

Event2026-03-31

Filed2026-05-14

AFRM

AFFIRM HLDGS INC

New

Shares326.4K

Event2026-03-31

Filed2026-05-14

SNOW

SNOWFLAKE INC

New

Shares98.6K

Event2026-03-31

Filed2026-05-14

HOOD

ROBINHOOD MKTS INC

New

Shares207.8K

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

New

Shares207.9K

Event2026-03-31

Filed2026-05-14

OMDA

OMADA HEALTH INC

20.99%

Shares897.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-14.40%

Shares41.8K

Event2026-03-31

Filed2026-05-14

KSPI

KASPI KZ JSC

-51.43%

Shares134.8K

Event2026-03-31

Filed2026-05-14

MDB

MONGODB INC

New

Shares32.7K

Event2026-03-31

Filed2026-05-14

ADME

ETF SER SOLUTIONS

-2.60%

Shares161.4K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-22.84%

Shares23.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-6.77%

Shares32.0K

Event2026-03-31

Filed2026-05-14

TOST

TOAST INC

-16.33%

Shares251.0K

Event2026-03-31

Filed2026-05-14

TTAN

SERVICETITAN INC

New

Shares104.4K

Event2026-03-31

Filed2026-05-14

CRWV

COREWEAVE INC

New

Shares84.1K

Event2026-03-31

Filed2026-05-14

APP

APPLOVIN CORP

New

Shares16.2K

Event2026-03-31

Filed2026-05-14

ARLP

ALLIANCE RESOURCE PARTNERS L

-7.48%

Shares213.7K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

-3.83%

Shares151.2K

Event2026-03-31

Filed2026-05-14

PSBD

PALMER SQUARE CAPITAL BDC IN

-5.94%

Shares525.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-9.51%

Shares12.6K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

5.23%

Shares64.9K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

44.64%

Shares8.7K

Event2026-03-31

Filed2026-05-14

AIQ

GLOBAL X FDS

New

Shares66.1K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

113.71%

Shares35.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

10.14%

Shares16.3K

Event2026-03-31

Filed2026-05-14

RDDT

REDDIT INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

0.07%

Shares7.6K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

-37.47%

Shares9.8K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

9.75%

Shares4.5K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

4.27%

Shares13.4K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-53.77%

Shares1.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-8.99%

Shares3.2K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14