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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+24.45%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$72.7B
AUM Growth
+$9.11B
Cap. Flow
+$211M
Cap. Flow %
0.29%
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$691M
2
DRAM
Roundhill Memory ETF
DRAM
+$486M
3
AMD icon
Advanced Micro Devices
AMD
+$469M
4
BMO icon
Bank of Montreal
BMO
+$224M
5
FDX icon
FedEx
FDX
+$214M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$316M
2
MSFT icon
Microsoft
MSFT
+$315M
3
AVGO icon
Broadcom
AVGO
+$289M
4
FTNT icon
Fortinet
FTNT
+$284M
5
CME icon
CME Group
CME
+$263M

Sector Composition

Rank Sector Weight
1 Technology 30.3%
2 Industrials 12.04%
3 Financials 10.39%
4 Miscellaneous 10.1%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CURB
276
Curbline Properties
CURB
$3.41B
$24.6M 0.03%
809,240
+808,908
+243,647% +$23.1M
RDNT icon
277
RadNet
RDNT
$5.66B
$24.5M 0.03%
397,383
-152,789
-28% -$8.59M
IWF icon
278
iShares Russell 1000 Growth ETF
IWF
$126B
$23.7M 0.03%
190,522
-5,742
-3% -$692K
PHIN icon
279
Phinia Inc
PHIN
$2.49B
$23.6M 0.03%
286,937
+204,913
+250% +$15.7M
AMT icon
280
American Tower
AMT
$81.9B
$23.6M 0.03%
144,272
-138,404
-49% -$24.9M
MOH icon
281
Molina Healthcare
MOH
$10.2B
$23.4M 0.03%
102,355
+102,010
+29,568% +$18.5M
VYM icon
282
Vanguard High Dividend Yield ETF
VYM
$83B
$23.2M 0.03%
146,661
+9,680
+7% +$1.51M
GRDN
283
Guardian Pharmacy Services
GRDN
$2.69B
$22.9M 0.03%
548,029
+469,373
+597% +$18.2M
OUT icon
284
Outfront Media
OUT
$5.07B
$22.4M 0.03%
682,436
+680,834
+42,499% +$21.1M
HASI icon
285
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.06B
$22.2M 0.03%
567,248
+566,101
+49,355% +$22.6M
RAL
286
Ralliant Corp
RAL
$7.14B
$21.9M 0.03%
297,077
+212,981
+253% +$11.9M
KALU icon
287
Kaiser Aluminum
KALU
$2.74B
$21.4M 0.03%
109,463
+79,548
+266% +$13.5M
OPLN
288
Openlane
OPLN
$4.27B
$21.4M 0.03%
517,765
+401,487
+345% +$14M
MA icon
289
Mastercard
MA
$500B
$21.2M 0.03%
41,344
-3,859
-9% -$1.92M
LMAT icon
290
LeMaitre Vascular
LMAT
$1.82B
$21.1M 0.03%
220,296
+48,458
+28% +$4.97M
IPAC icon
291
iShares Core MSCI Pacific ETF
IPAC
$2.83B
$20.9M 0.03%
254,769
-173,846
-41% -$14.1M
KTB icon
292
Kontoor Brands
KTB
$3.87B
$20.7M 0.03%
248,073
+197,428
+390% +$14.4M
BOOT icon
293
Boot Barn
BOOT
$4.62B
$20.5M 0.03%
124,646
+100,180
+409% +$16.2M
MMYT icon
294
MakeMyTrip
MMYT
$5.07B
$20.4M 0.03%
383,219
+174,185
+83% +$7.93M
BBD icon
295
Banco Bradesco
BBD
$37.6B
$20.2M 0.03%
5,825,319
+100,530
+2% +$368K
ACWV icon
296
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$20.1M 0.03%
167,514
-675
-0.4% -$81.6K
CECO icon
297
Ceco Environmental
CECO
$4.63B
$20M 0.03%
220,139
+3,645
+2% +$288K
AIR icon
298
AAR Corp
AIR
$5.26B
$19.6M 0.03%
137,107
+136,410
+19,571% +$16.1M
POWL icon
299
Powell Industries
POWL
$6.65B
$19.6M 0.03%
68,393
+34,544
+102% +$9.37M
PLMR icon
300
Palomar
PLMR
$3.53B
$19.3M 0.03%
152,508
+33,312
+28% +$3.92M
10 11
12
13 14

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Bessemer Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bessemer Group held 2,705 positions worth $72.7B, up 14% from $63.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bessemer Group's Q2 2026 filing shows 174 new, 951 increased, 819 reduced and 152 closed positions. Its largest new stake was Roundhill Memory ETF: 9,329,592 shares worth $689M. The largest sale was Visa, an estimated $316M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q2 2026 buy was Roundhill Memory ETF: 9,329,592 shares worth $689M.
  • Bessemer Group added most to Tesla in Q2 2026, an estimated $691M increase.
  • Bessemer Group's biggest Q2 2026 reduction was Visa, cutting an estimated $316M.
  • Bessemer Group fully exited Tri Pointe Homes in Q2 2026, selling an estimated $4.46M.
  • Bessemer Group's ten largest holdings make up 32% of its $72.7B portfolio in Q2 2026.
  • Bessemer Group opened 174 new positions and closed 152 in Q2 2026.
  • Bessemer Group's portfolio value rose 14% quarter-over-quarter to $72.7B.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.