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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$4.35B 6.84%
24,951,056
+985,489
+4% +$181M
AAPL icon
2
Apple
AAPL
$4.81T
$3.03B 4.76%
11,928,565
-337,156
-3% -$87.7M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.22T
$2.91B 4.58%
10,146,655
-533,653
-5% -$168M
MSFT icon
4
Microsoft
MSFT
$2.95T
$2.56B 4.03%
6,921,677
+537,634
+8% +$225M
AMZN icon
5
Amazon
AMZN
$2.66T
$2.05B 3.22%
9,828,748
-516,750
-5% -$114M
AVGO icon
6
Broadcom
AVGO
$1.84T
$1.66B 2.6%
5,347,374
-21,709
-0.4% -$7.14M
META icon
7
Meta Platforms (Facebook)
META
$1.63T
$1.31B 2.07%
2,298,057
-83,781
-4% -$53.7M
JPM icon
8
JPMorgan Chase
JPM
$918B
$1.31B 2.06%
4,460,709
-237,830
-5% -$72.2M
NEE icon
9
NextEra Energy
NEE
$183B
$946M 1.49%
10,187,013
+799,546
+9% +$71.1M
V icon
10
Visa
V
$677B
$862M 1.35%
2,850,766
-92,870
-3% -$29.9M
LLY icon
11
Eli Lilly
LLY
$1.05T
$792M 1.24%
860,704
+272,187
+46% +$276M
CVX icon
12
Chevron
CVX
$381B
$718M 1.13%
3,471,036
+483,185
+16% +$88.1M
ABBV icon
13
AbbVie
ABBV
$452B
$687M 1.08%
3,157,936
+42,695
+1% +$9.47M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$887B
$671M 1.06%
1,027,583
+61,022
+6% +$41.7M
COST icon
15
Costco
COST
$412B
$667M 1.05%
669,797
+76,209
+13% +$74.3M
BAC icon
16
Bank of America
BAC
$430B
$618M 0.97%
12,684,977
+124,232
+1% +$6.41M
TSM icon
17
TSMC
TSM
$2.2T
$602M 0.95%
1,781,764
+130,602
+8% +$44.9M
EFA icon
18
iShares MSCI EAFE ETF
EFA
$76.9B
$543M 0.85%
5,586,139
+1,218,669
+28% +$122M
WMT icon
19
Walmart Inc
WMT
$878B
$536M 0.84%
4,312,421
+65,445
+2% +$8.03M
XOM icon
20
ExxonMobil
XOM
$629B
$513M 0.81%
3,021,114
+415,437
+16% +$60.6M
HWM icon
21
Howmet Aerospace
HWM
$112B
$499M 0.78%
2,165,273
+15,564
+0.7% +$3.63M
XPO icon
22
XPO
XPO
$25.2B
$471M 0.74%
2,420,899
+1,299,480
+116% +$233M
ICE icon
23
Intercontinental Exchange
ICE
$78.4B
$437M 0.69%
2,778,612
-113,304
-4% -$18.5M
AMAT icon
24
Applied Materials
AMAT
$448B
$416M 0.65%
1,216,373
-342,990
-22% -$115M
MCD icon
25
McDonald's
MCD
$188B
$412M 0.65%
1,325,880
+754,596
+132% +$240M
1
2 3 4 5

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Mitsubishi UFJ Financial Group
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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.