Bienville Capital Management, LLC — 13F holdings

Bienville Capital Management, LLC reported 95 holdings worth $750M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SE SEA LTD — $68.5M (9.1%)
2. MELI MERCADOLIBRE INC — $54.3M (7.2%)
3. ACIO APTUS COLLARED INV — $51.6M (6.9%)
4. DASH DOORDASH INC — $43.1M (5.7%)
5. SNOW SNOWFLAKE INC — $36.8M (4.9%)
6. JAAA JANUS DETROIT STR TR — $31.5M (4.2%)
7. ADME APTUS DRAWDOWN MANAGED — $29.6M (3.9%)
8. SPY SPDR S&P 500 ETF TR — $28.4M (3.8%)
9. SOFI SOFI TECHNOLOGIES INC — $27.4M (3.7%)
10. HIMS HIMS & HERS HEALTH INC — $27.2M (3.6%)