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 IOT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,647,020 | 556,864 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,877,123 | 306,830 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,683,950 | 394,200 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||