Bienville Capital Management, LLC
Top Portfolio Positions
54 positions ·
$446,834,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SE |
Sea Ltd
Consumer Cyclical
|
540,147 | $44,729,573 | 10.01% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
21,244 | $36,731,300 | 8.22% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
198,842 | $29,856,126 | 6.68% | |
| CIEN |
Ciena Corp
Technology
|
70,167 | $27,240,934 | 6.10% | |
| KVYO |
Klaviyo, Inc.
Technology
|
1,227,863 | $23,894,213 | 5.35% | |
| RBRK |
Rubrik, Inc.
Technology
|
471,691 | $23,098,708 | 5.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
31,591 | $20,544,890 | 4.60% | |
| DDOG |
Datadog, Inc.
Technology
|
170,371 | $20,112,296 | 4.50% | |
| KLAR |
Klarna Group plc
Financial Services
|
1,390,033 | $18,195,531 | 4.07% | |
| IOT |
Samsara Inc.
Technology
|
556,864 | $17,647,020 | 3.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARLP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,909,828 | 213,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,366,710 | 231,025 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,255,355 | 247,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,540,463 | 250,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,217,687 | 264,578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,094,409 | 269,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,919,825 | 276,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,898,404 | 282,028 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,512,733 | 1,023,079 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,103,433 | 1,138,028 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,639,770 | 1,138,028 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,746,223 | 1,122,024 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,955,293 | 890,198 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,662,908 | 820,025 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,697,612 | 947,494 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,255,278 | 946,532 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,547,759 | 618,779 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||