BIENVILLE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1605070
Location

NEW YORK, NY

73
Positions
$550.03M
Total AUM (reported)
10.87M
Total Shares

Allocation by class

TOTAL AUM$550.03M73 positions
COM$86.81M15.8%
CL A$82.52M15.0%
COM CL A$59.97M10.9%
SPONSORD ADS$44.73M8.1%
APTUS COLLRD INV$43.24M7.9%
COM NEW$27.44M5.0%
COM SER A$23.89M4.3%

Portfolio Concentration

Top 322.7%4–1029.6%11–2532.0%Rest15.7%TOP 1052.3%0%100%
Top 3$124.70M22.7%
4–10$163.00M29.6%
11–25$175.83M32.0%
Rest$86.49M15.7%

Top 3 weight

22.7%

Top 10 weight

52.3%

Voting Authority Distribution

Total shares with voting rights: 10.87M

Sole

Full voting authority

10.87M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:

SEA LTD

SOLE
SPONSORD ADS
Shares540.15K
TypeSH
Market value$44.73M
8.13%
Sole
540.15K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares1.03M
TypeSH
Market value$43.24M
7.86%
Sole
1.03M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares21.24K
TypeSH
Market value$36.73M
6.68%
Sole
21.24K
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares198.84K
TypeSH
Market value$29.86M
5.43%
Sole
198.84K
Shared
0.00
None
0.00

CIENA CORP

SOLE
COM NEW
Shares70.17K
TypeSH
Market value$27.24M
4.95%
Sole
70.17K
Shared
0.00
None
0.00

KLAVIYO INC

SOLE
COM SER A
Shares1.23M
TypeSH
Market value$23.89M
4.34%
Sole
1.23M
Shared
0.00
None
0.00

RUBRIK INC.

SOLE
CL A
Shares471.69K
TypeSH
Market value$23.10M
4.20%
Sole
471.69K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares31.59K
TypeSH
Market value$20.60M
3.75%
Sole
31.59K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares170.37K
TypeSH
Market value$20.11M
3.66%
Sole
170.37K
Shared
0.00
None
0.00

KLARNA GROUP PLC

SOLE
SHS
Shares1.39M
TypeSH
Market value$18.20M
3.31%
Sole
1.39M
Shared
0.00
None
0.00

SAMSARA INC

SOLE
COM CL A
Shares556.86K
TypeSH
Market value$17.65M
3.21%
Sole
556.86K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares624.64K
TypeSH
Market value$17.07M
3.10%
Sole
624.64K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares337.01K
TypeSH
Market value$17.04M
3.10%
Sole
337.01K
Shared
0.00
None
0.00

AFFIRM HLDGS INC

SOLE
COM CL A
Shares326.39K
TypeSH
Market value$14.96M
2.72%
Sole
326.39K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares98.60K
TypeSH
Market value$14.87M
2.70%
Sole
98.60K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares207.80K
TypeSH
Market value$14.40M
2.62%
Sole
207.80K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares207.94K
TypeSH
Market value$11.76M
2.14%
Sole
207.94K
Shared
0.00
None
0.00

OMADA HEALTH INC

SOLE
COM
Shares897.76K
TypeSH
Market value$11.28M
2.05%
Sole
897.76K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares41.76K
TypeSH
Market value$10.60M
1.93%
Sole
41.76K
Shared
0.00
None
0.00

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares134.85K
TypeSH
Market value$9.99M
1.82%
Sole
134.85K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares32.72K
TypeSH
Market value$8.01M
1.46%
Sole
32.72K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS DRAWDOWN
Shares161.39K
TypeSH
Market value$7.98M
1.45%
Sole
161.39K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares18.54K
TypeSH
Market value$6.89M
1.25%
Sole
18.54K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares23.22K
TypeSH
Market value$6.68M
1.21%
Sole
23.22K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares31.96K
TypeSH
Market value$6.66M
1.21%
Sole
31.96K
Shared
0.00
None
0.00
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