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Portfolio (Quarterly) Guide ↗

Bienville Capital Management, LLC

· CIK 0001605070
13F Portfolio $630M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 76 New
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NSC NORFOLK SOUTHN CORP Industrials 1,120.0 $323K 0.05% NEW $288.72 +10.0%
62 EXTR EXTREME NETWORKS Technology 18,600.0 $310K 0.05% NEW $16.65 +48.4%
63 GUNR FLEXSHARES TR 6,343.0 $291K 0.05% NEW $45.85 +18.9%
64 FDX FEDEX CORP Industrials 1,000.0 $290K 0.05% NEW $290.31 +30.9%
65 KO COCA COLA CO Consumer Defensive 4,000.0 $280K 0.04% NEW $69.91 +15.1%
66 MA MASTERCARD INCORPORATED Financial Services 450.0 $257K 0.04% NEW $570.88 -14.2%
67 EWZ ISHARES INC 7,735.0 $247K 0.04% NEW $31.88 +13.7%
68 ETHA ISHARES ETHEREUM TR Financial Services 10,796.0 $242K 0.04% NEW $22.43 -25.3%
69 KKR KKR & CO INC Financial Services 1,899.0 $242K 0.04% NEW $127.48 -21.9%
70 APOS APOLLO GLOBAL MGMT INC Financial Services 1,665.0 $241K 0.04% NEW $144.80 -82.1%
71 RXRX RECURSION PHARMACEUTICALS IN Healthcare 58,053.0 $237K 0.04% NEW $4.09 -25.7%
72 BERKSHIRE HATHAWAY INC DEL 460.0 $231K 0.04% NEW $502.65
73 KWEB KRANESHARES TRUST 6,687.0 $228K 0.04% NEW $34.05 -17.3%
74 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 735.0 $224K 0.04% NEW $304.69 +37.1%
75 LRCX LAM RESEARCH CORP Technology 1,230.0 $211K 0.03% NEW $171.44 +74.5%
76 BLND BLEND LABS INC Technology 33,579.0 $102K 0.02% NEW $3.04 -52.3%
Page 4 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.3%
Consumer Cyclical 31.6%
Financial Services 9.4%
Communication Services 8.2%
Healthcare 2.9%
Energy 1.1%
Industrials 0.3%
Consumer Defensive 0.1%
Utilities 0.1%