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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
MDY icon
276
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$21.4M 0.03%
34,643
-54,594
-61% -$34.6M
ESE icon
277
ESCO Technologies
ESE
$8.49B
$21.3M 0.03%
75,813
+11,163
+17% +$2.81M
IWF icon
278
iShares Russell 1000 Growth ETF
IWF
$122B
$20.9M 0.03%
196,264
+47,136
+32% +$5.35M
TSLA icon
279
Tesla
TSLA
$1.24T
$20.9M 0.03%
56,240
+10,747
+24% +$4.43M
BBD icon
280
Banco Bradesco
BBD
$38.1B
$20.9M 0.03%
5,724,789
-508,451
-8% -$1.93M
BMI icon
281
Badger Meter
BMI
$3.69B
$20.7M 0.03%
136,066
-30,341
-18% -$4.76M
PATK icon
282
Patrick Industries
PATK
$2.8B
$20.7M 0.03%
186,271
+36,359
+24% +$4.49M
VYM icon
283
Vanguard High Dividend Yield ETF
VYM
$81.1B
$20.3M 0.03%
136,981
+1,605
+1% +$241K
ACWV icon
284
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$20.1M 0.03%
168,189
– –
VO icon
285
Vanguard Mid-Cap ETF
VO
$106B
$19.6M 0.03%
272,508
-1,080
-0.4% -$80.2K
CTRE icon
286
CareTrust REIT
CTRE
$10.2B
$19.1M 0.03%
522,120
+509,780
+4,131% +$19.6M
VEA icon
287
Vanguard FTSE Developed Markets ETF
VEA
$226B
$18.9M 0.03%
294,843
+67,739
+30% +$4.47M
GWRE icon
288
Guidewire Software
GWRE
$11.5B
$18.8M 0.03%
125,906
+32,662
+35% +$4.97M
LMAT icon
289
LeMaitre Vascular
LMAT
$2.18B
$18.8M 0.03%
171,838
+128,033
+292% +$12.2M
GLD icon
290
SPDR Gold Trust
GLD
$131B
$18.5M 0.03%
42,973
+4,582
+12% +$2.05M
PFFD icon
291
Global X US Preferred ETF
PFFD
$2.13B
$18.4M 0.03%
+1,001,871
New +$19.2M
WINA icon
292
Winmark
WINA
$1.19B
$18.3M 0.03%
42,738
+1,440
+3% +$635K
CFR icon
293
Cullen/Frost Bankers
CFR
$10.3B
$17.3M 0.03%
126,245
-60,493
-32% -$8.35M
RHP icon
294
Ryman Hospitality Properties
RHP
$8.4B
$17.3M 0.03%
187,126
-57,820
-24% -$5.55M
CDE icon
295
Coeur Mining
CDE
$15.6B
$17M 0.03%
907,915
+899,819
+11,114% +$19.6M
ORLY icon
296
O'Reilly Automotive
ORLY
$72.4B
$16.7M 0.03%
181,014
-1,789,715
-91% -$168M
VXF icon
297
Vanguard Extended Market ETF
VXF
$30.3B
$16.7M 0.03%
81,180
-3,351
-4% -$717K
MMSI icon
298
Merit Medical Systems
MMSI
$4.43B
$16.6M 0.03%
241,228
-72,753
-23% -$5.68M
FN icon
299
Fabrinet
FN
$17.1B
$16.4M 0.03%
31,480
+2,028
+7% +$1.03M
MWA icon
300
Mueller Water Products
MWA
$3.92B
$16.2M 0.03%
588,830
+459,393
+355% +$12.7M
10 11
12
13 14

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.