BIENVILLE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1605070
Location

NEW YORK, NY

92
Positions
$749.74M
Total AUM (reported)
13.52M
Total Shares

Allocation by class

TOTAL AUM$749.74M92 positions
COM$154.87M20.7%
CL A$103.07M13.7%
SPONSORD ADS$68.48M9.1%
COM CL A$53.26M7.1%
APTUS COLLRD INV$51.64M6.9%
COM SHS$41.39M5.5%
SHS$35.18M4.7%

Portfolio Concentration

Top 323.3%4–1029.9%11–2530.6%Rest16.3%TOP 1053.1%0%100%
Top 3$174.47M23.3%
4–10$223.89M29.9%
11–25$229.29M30.6%
Rest$122.10M16.3%

Top 3 weight

23.3%

Top 10 weight

53.1%

Voting Authority Distribution

Total shares with voting rights: 13.52M

Sole

Full voting authority

13.52M

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)

Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:

SEA LTD

SOLE
SPONSORD ADS
Shares714.64K
TypeSH
Market value$68.48M
9.13%
Sole
714.64K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares32.02K
TypeSH
Market value$54.35M
7.25%
Sole
32.02K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares1.12M
TypeSH
Market value$51.64M
6.89%
Sole
1.12M
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares233.31K
TypeSH
Market value$43.05M
5.74%
Sole
233.31K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares144.49K
TypeSH
Market value$36.77M
4.90%
Sole
144.49K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares621.85K
TypeSH
Market value$31.52M
4.20%
Sole
621.85K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS DRAWDOWN
Shares531.07K
TypeSH
Market value$29.55M
3.94%
Sole
531.07K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares37.88K
TypeSH
Market value$28.36M
3.78%
Sole
37.88K
Shared
0.00
None
0.00

SOFI TECHNOLOGIES INC

SOLE
COM
Shares1.53M
TypeSH
Market value$27.39M
3.65%
Sole
1.53M
Shared
0.00
None
0.00

HIMS & HERS HEALTH INC

SOLE
COM CL A
Shares785.74K
TypeSH
Market value$27.24M
3.63%
Sole
785.74K
Shared
0.00
None
0.00

KLARNA GROUP PLC

SOLE
SHS
Shares1.09M
TypeSH
Market value$22.16M
2.96%
Sole
1.09M
Shared
0.00
None
0.00

CIENA CORP

SOLE
COM NEW
Shares42.26K
TypeSH
Market value$20.73M
2.77%
Sole
42.26K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares86.72K
TypeSH
Market value$20.67M
2.76%
Sole
86.72K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares52.27K
TypeSH
Market value$17.56M
2.34%
Sole
52.27K
Shared
0.00
None
0.00

REDDIT INC

SOLE
CL A
Shares96.02K
TypeSH
Market value$16.67M
2.22%
Sole
96.02K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares128.42K
TypeSH
Market value$14.98M
2.00%
Sole
128.42K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares145.18K
TypeSH
Market value$14.45M
1.93%
Sole
145.18K
Shared
0.00
None
0.00

KLAVIYO INC

SOLE
COM SER A
Shares938.35K
TypeSH
Market value$14.17M
1.89%
Sole
938.35K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTU DEFD IN ETF
Shares520.78K
TypeSH
Market value$13.93M
1.86%
Sole
520.78K
Shared
0.00
None
0.00

FIGMA INC

SOLE
CLASS A COM STK
Shares736.59K
TypeSH
Market value$13.32M
1.78%
Sole
736.59K
Shared
0.00
None
0.00

GLOBAL E ONLINE LTD

SOLE
SHS
Shares374.94K
TypeSH
Market value$13.02M
1.74%
Sole
374.94K
Shared
0.00
None
0.00

OMADA HEALTH INC

SOLE
COM
Shares573.31K
TypeSH
Market value$12.58M
1.68%
Sole
573.31K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares42.79K
TypeSH
Market value$12.38M
1.65%
Sole
42.79K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares22.44K
TypeSH
Market value$11.56M
1.54%
Sole
22.44K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares385.77K
TypeSH
Market value$11.09M
1.48%
Sole
385.77K
Shared
0.00
None
0.00
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