Bienville Capital Management
Bienville Capital Management reported 92 stocks worth $694M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MELI (7.8%), ACIO (7.5%) and DASH (6.2%). Compared with Q1 2026, the fund opened new positions in SOFI, HIMS and PLTR, added to MELI, ACIO and DASH, trimmed KLAR, CIEN and SNOW and sold out of DDOG, IOT and AFRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MELI Mercadolibre Inc | $54.3M | 7.8% | 32K | +11K (+51%) | 7 of 8 | |
| 2 |  ACIO ETF Ser Solutions | $51.6M | 7.5% | 1.1M | +89K (+9%) | 8 of 8 | |
| 3 |  DASH Doordash Inc | $43.1M | 6.2% | 233K | +34K (+17%) | 4 of 8 | |
| 4 |  SE Sea Ltd | $39.4M | 5.7% | 411K | +151K (+58%) | 6 of 8 | |
| 5 |  JAAA Janus Detroit Str TR | $31.5M | 4.5% | 622K | +285K (+85%) | 7 of 8 | |
| 6 |  ADME ETF Ser Solutions | $29.6M | 4.3% | 531K | +370K (+229%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $28.4M | 4.1% | 38K | +6,293 (+20%) | 8 of 8 | |
| 8 |  SOFI Sofi Technologies Inc | $27.4M | 4.0% | 1.5M | New position | 1 of 8 | |
| 9 |  HIMS Hims & Hers Health Inc | $27.2M | 3.9% | 786K | New position | 4 of 8 | |
| 10 |  KLAR Klarna Group PLC F | $22.2M | 3.2% | 1.1M | −295K (−21%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DDOG Datadog Inc | $20.1M | 170K |
 IOT Samsara Inc | $17.6M | 557K |
 AFRM Affirm Hldgs Inc | $15M | 326K |
 HOOD Robinhood Mkts Inc | $14.4M | 208K |
 RBLX Roblox Corp | $11.8M | 208K |
🔒 Free account: see all 11.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Bienville Capital Management 13F FAQ
What does Bienville Capital Management own?
Bienville Capital Management reported 92 stocks worth $694M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MELI (7.8%), ACIO (7.5%) and DASH (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Bienville Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 32 added to, 16 trimmed and 11 sold out. New positions include SOFI, HIMS and PLTR. It sold all of DDOG, IOT and AFRM.
When will Bienville Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bienville Capital Management's portfolio worth?
The Q2 2026 filing reports $694M in US stocks ($750M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.