Fund HoldingsBienville Capital Management, LLC

Total Portfolio Value
$386.48M
Total Bought
$100.00M
Total Sold
$135.19M
Net Transaction
-$35.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HIMS & HERS HEALTH INC(HIMS)0817,849+817,849015,0653.90%+15,065
CONFLUENT INC0735,278+735,278014,9853.88%+14,985
SNOWFLAKE INC(SNOW)094,795+94,795010,8882.82%+10,888
CIENA CORP(CIEN)0114,308+114,30807,0401.82%+7,040
PALMER SQUARE CAPITAL BDC IN15,151417,763+402,6122526,9831.81%+6,731
CALUMET INC(CLMT)0341,102+341,10206,0781.57%+6,078
TOAST INC(TOST)43,468240,098+196,6301,1206,7971.76%+5,677
RUBRIK INC.(RBRK)278,209395,798+117,5898,53012,7253.29%+4,195
COUPANG INC(CPNG)734,902790,637+55,73515,39619,4105.02%+4,014
PROCORE TECHNOLOGIES INC(PCOR)68,638137,040+68,4024,5518,4582.19%+3,907
SEA LTD(SE)76,80093,065+16,2655,4858,7742.27%+3,289
LUMENTUM HLDGS INC(LITE)044,183+44,18302,8000.72%+2,800
SPDR S&P 500 ETF TR(SPY)16,88320,664+3,7819,21811,8923.08%+2,674
DAVE & BUSTERS ENTMT INC078,000+78,00002,6560.69%+2,656
ETF SER SOLUTIONS
APTUS COLLRD INV
881,468898,404+16,93633,17035,7039.24%+2,533
PDD HOLDINGS INC(PDD)012,400+12,40001,6720.43%+1,672
ISHARES TR6,05210,778+4,7261,2282,3810.62%+1,153
TESLA INC(TSLA)18,65418,401-2533,6914,8141.25%+1,123
UNITI GROUP INC401,155401,15501,1712,2630.59%+1,091
REDDIT INC(RDDT)016,077+16,07701,0600.27%+1,060
DRAFTKINGS INC NEW(DKNG)263,083276,228+13,14510,04210,8282.80%+786
INVESCO QQQ TR2,4934,014+1,5211,1971,9620.51%+765
PAYONEER GLOBAL INC(PAYO)069,438+69,43805230.14%+523
ETF SER SOLUTIONS
APTUS DRAWDOWN
140,314143,027+2,7136,1376,6081.71%+470
BLEND LABS INC086,172+86,17203230.08%+323
FLEXSHARES TR
MORNSTAR UPSTR
05,002+5,00202060.05%+206
VANGUARD SPECIALIZED FUNDS8,1958,201+61,5031,6310.42%+128
BLACKSTONE INC(BX)4,2024,20205206430.17%+123
CATERPILLAR INC(CAT)2,0002,00006667820.20%+116
PROSHARES TR
S&P 500 DV ARIST
12,94812,681-2671,2521,3600.35%+109
ABBVIE INC(ABBV)4,1034,10307048100.21%+107
ISHARES TR42,06142,062+13,6553,7590.97%+104
SPDR GOLD TR(GLD)1,7251,942+2173714720.12%+101
RTX CORPORATION(RTX)4,6694,66904695660.15%+97
NORFOLK SOUTHN CORP(NSC)2,7822,78205976910.18%+94
ISHARES SILVER TR(SLV)16,67218,625+1,9534435290.14%+86
MCDONALDS CORP(MCD)1,5001,50003824570.12%+75
META PLATFORMS INC(META)1,0441,04405265980.15%+71
DANAHER CORPORATION(DHR)2,5002,50006256960.18%+70
SOUTHERN CO(SO)5,4005,40004194870.13%+68
COCA COLA CO(KO)8,2008,20005265930.15%+67
SELECT SECTOR SPDR TR
ST STR ENERG ETF
25,32326,982+1,6592,3082,3690.61%+61
PHILIP MORRIS INTL INC(PM)2,6802,68002753290.09%+54
SALESFORCE INC(CRM)2,9242,92407528010.21%+50
MASTERCARD INCORPORATED(MA)73473403243620.09%+39
VANGUARD INDEX FDS2,4632,46306617000.18%+38
PROCTER AND GAMBLE CO(PG)4,4084,40807277630.20%+36
UBER TECHNOLOGIES INC(UBER)12,87412,87409369680.25%+32
ALTRIA GROUP INC(MO)5,5005,50002562860.07%+30
BROADCOM INC(AVGO)2122,120+1,9083403660.09%+25
EXTREME NETWORKS(EXTR)15,00015,00002022250.06%+24
PROSHARES TR
LARGE CAP CRE
6,6006,60004114330.11%+22
ALLIANCE RESOURCE PARTNERS L(ARLP)282,028276,793-5,2356,8986,9201.79%+21
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)13,87713,877035560.01%+21
ULTA BEAUTY INC(ULTA)78878803043070.08%+3
MATTERPORT INC17,71717,717079800.02%+1
DANIMER SCIENTIFIC INC10,00010,0000650.00%-1
GLOBALSTAR INC(GSAT)15,8980-15,898180-18
INVESCO DB COMMDY INDX TRCK(DBC)21,83521,83505074860.13%-21
FEDEX CORP(FDX)1,0001,00003012750.07%-26
KRANESHARES TRUST32,10032,10007196920.18%-27
WASTE MGMT INC DEL(WM)5,0005,00001,0671,0380.27%-29
NUCOR CORP(NUE)4,0004,00006346040.16%-31
RECURSION PHARMACEUTICALS IN(RXRX)58,05358,05304353830.10%-53
ALPHABET INC(GOOG)3,7293,72906846230.16%-61
APPLE INC(AAPL)57,45951,187-6,27212,10211,9273.09%-176
DOORDASH INC(DASH)70,30951,700-18,6097,6487,3791.91%-269
POWERSHARES ACTIVELY MANAGED
AAA CLO FLTNG RT
16,0420-16,0424120-412
MONDAY COM LTD
SHS
37,87731,321-6,5569,1198,7002.25%-419
NVIDIA CORPORATION(NVDA)17,68614,232-3,4542,1851,7280.45%-456
INTEL CORP(INTC)17,1360-17,1365310-531
NU HLDGS LTD(NU)1,107,556471,639-635,9171,6611,0130.26%-648
AMAZON COM INC(AMZN)47,50242,003-5,4999,1807,8262.03%-1,353
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
390,669337,615-53,0549,9828,6262.23%-1,356
MICROSOFT CORP(MSFT)17,53914,355-3,1847,8396,1771.60%-1,662
ETF SER SOLUTIONS
APTUS ENHANCED
839,645761,423-78,22219,42117,6734.57%-1,748
ALPHABET INC(GOOG)40,75032,532-8,2187,4235,3951.40%-2,027
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
2,492,3062,385,790-106,51667,14364,13016.59%-3,013
CAMECO CORP(CCJ)276,660206,660-70,00013,6129,8702.55%-3,742
SUNCOR ENERGY INC NEW(SU)136,5000-136,5005,2010-5,201
CALUMET SPECIALTY PRODS PART341,1020-341,1025,4750-5,475
ROBLOX CORP(RBLX)168,9440-168,9446,2860-6,286
GITLAB INC(GTLB)129,1390-129,1396,4210-6,421
ZSCALER INC(ZS)41,8780-41,8788,0490-8,049
KLAVIYO INC(KVYO)340,9030-340,9038,4850-8,485
MERCADOLIBRE INC(MELI)6,2750-6,27510,3120-10,312
UNITED STS COMMODITY INDEX F(CPER)435,0000-435,00011,8360-11,836
SENTINELONE INC(S)626,3950-626,39513,1860-13,186
GLOBAL X FDS
GLOBAL X COPPER
390,9990-390,99917,7000-17,700
CENOVUS ENERGY INC(CVE)1,178,0400-1,178,04023,1600-23,160
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