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Bienville Capital Management, LLC

Bienville 13F no longer lists GitLab or monday.com positions

May 14, 2026 filing Manager profile

Summary: Bienville Capital Management's Q1 2026 Form 13F information table did not list GitLab Inc. Class A common stock or monday.com Ltd. shares after both appeared in the firm's Q4 2025 filing. This draft treats the item as a delayed public 13F-monitor signal and relies on direct SEC filing links for the filing fact.

Why it matters: The change may matter to due-diligence readers because quarter-to-quarter 13F differences can flag reportable public-equity positioning that merits follow-up, while remaining incomplete and delayed context rather than a view of total exposure or current intent.

9AT filing context: SEC filings show Bienville's 2026-03-31 13F-HR, filed 2026-05-14, with 74 holdings and no GitLab or monday.com entry; the prior 2025-12-31 13F listed 945,332 GitLab shares valued around $35.5M and 234,818 monday.com shares valued around $34.6M. Public ADV/profile context maps Bienville to CIK 1605070, CRD 149320 / SEC file 801-69892, about $4.5B in reported regulatory AUM/profile scale, and bienvillecapital.com.

Summary

Bienville Capital Management’s Q1 2026 Form 13F information table did not list GitLab Inc. Class A common stock or monday.com Ltd. shares. The immediately prior Q4 2025 13F information table listed 945,332 GitLab shares and 234,818 monday.com shares.

This is a filing-monitor item based on public SEC 13F data. It should be read as a delayed snapshot of reportable listed securities, not as a complete view of Bienville’s portfolio, private-fund activity, investment rationale, current holdings, or performance.

Why it matters

For due-diligence readers, quarter-to-quarter 13F differences can help identify public-equity positions that deserve follow-up questions. In this case, the useful fact is narrow: two positions that were present in the prior reported 13F snapshot were absent from the next one.

The signal has important limits. A 13F is delayed, covers only reportable securities, and does not explain whether a change reflects a sale, transfer, reporting threshold, strategy change, risk management decision, or another portfolio-management reason. This post is not a recommendation regarding Bienville, GitLab, monday.com, or any related security.

Source notes

9AT filing context

Public filing context maps Bienville Capital Management, LLC to CIK 1605070 and CRD 149320 / SEC file 801-69892, with public website/domain bienvillecapital.com. The safe profile context reviewed for this cycle showed about $4.5 billion in reported regulatory AUM/profile scale, 27 employees, 19 private funds, and separately managed account activity.

The Q1 2026 13F-HR was filed on 2026-05-14 for the 2026-03-31 report period. Direct EDGAR information-table parsing returned 74 rows and about $550.0 million in reported 13F value. The Q1 table did not include GitLab CUSIP 37637K108 or monday.com CUSIP M7S64H106, while the prior Q4 2025 table listed GitLab at about $35.5 million and monday.com at about $34.6 million in reported 13F value.

This context should be used only to frame a public, delayed 13F comparison. It does not validate any conclusion about private funds, total firm exposure, current positioning, strategy, or investment outcome.

What to watch

Watch Bienville’s next 13F filing for whether either issuer reappears, whether other reportable software or internet positions change materially, and whether any public adviser commentary or future filings provide more context for the quarter-to-quarter change. Treat any follow-up as a filing-monitor signal unless supported by a separate primary or regulatory source.

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