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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
(+14%)
Cap. Flow
+$211M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$691M |
| 2 |
DRAM
Roundhill Memory ETF
DRAM
|
+$486M |
| 3 |
Advanced Micro Devices
AMD
|
+$469M |
| 4 |
Bank of Montreal
BMO
|
+$224M |
| 5 |
FedEx
FDX
|
+$214M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$316M |
| 2 |
Microsoft
MSFT
|
+$315M |
| 3 |
Broadcom
AVGO
|
+$289M |
| 4 |
Fortinet
FTNT
|
+$284M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Banco de Chile
BCH
$21.4B
| $16M | 0.02% |
403,581
+6,923
| +2% | +$264K |
|
327
BorgWarner
BWA
$13.5B
| $16M | 0.02% |
241,299
+126
| +0.1% | +$7.98K |
|
328
iShares Russell Mid-Cap ETF
IWR
$56.5B
| $16M | 0.02% |
144,997
+12,150
| +9% | +$1.28M |
|
329
Piper Sandler
PIPR
$5.47B
| $15.9M | 0.02% |
220,249
+217,097
| +6,888% | +$17.6M |
|
330
Clearway Energy Class C
CWEN
$6.8B
| $15.9M | 0.02% |
464,866
+284,112
| +157% | +$11M |
|
331
Enphase Energy
ENPH
$5.13B
| $15.4M | 0.02% |
313,692
+199,718
| +175% | +$9.1M |
|
332
Acushnet Holdings
GOLF
$5.01B
| $15.4M | 0.02% |
129,939
+127,482
| +5,189% | +$12.2M |
|
333
Archrock
AROC
$5.85B
| $15.4M | 0.02% |
377,730
+365,187
| +2,911% | +$13.4M |
|
334
Sanmina
SANM
$11B
| $15.4M | 0.02% |
60,715
+41
| +0.1% | +$8.98K |
|
335
Life Time Group Holdings
LTH
$9.49B
| $15.4M | 0.02% |
376,046
+375,795
| +149,719% | +$11.9M |
|
336
Sensient Technologies
SXT
$5.7B
| $15.3M | 0.02% |
124,138
-2,645
| -2% | -$294K |
|
337
Marten Transport
MRTN
$1.17B
| $15.2M | 0.02% |
873,519
+873,347
| +507,760% | +$13.9M |
|
338
WisdomTree
WT
$3.7B
| $15.2M | 0.02% |
894,454
+893,316
| +78,499% | +$15.8M |
|
339
MKS Inc
MKSI
$18B
| $14.9M | 0.02% |
33,560
-84,291
| -72% | -$26.4M |
|
|
SEI
340
Solaris Energy Infrastructure
SEI
$4.21B
| $14.9M | 0.02% |
185,181
-35,645
| -16% | -$2.55M |
|
341
Infosys
INFY
$45.1B
| $14.7M | 0.02% |
1,398,678
-322,030
| -19% | -$4.03M |
|
342
SPDR Gold Trust
GLD
$148B
| $14.6M | 0.02% |
39,697
-3,276
| -8% | -$1.36M |
|
343
Lumen
LUMN
$6.85B
| $14.5M | 0.02% |
1,892,902
+1,285,515
| +212% | +$11.3M |
|
344
Oracle
ORCL
$468B
| $14.4M | 0.02% |
98,498
-2,315
| -2% | -$420K |
|
345
Goldman Sachs
GS
$302B
| $14.4M | 0.02% |
14,245
+760
| +6% | +$741K |
|
|
MAZE
346
Maze Therapeutics
MAZE
$1.46B
| $14.4M | 0.02% |
481,790
| – | – |
|
347
GE Aerospace
GE
$347B
| $14.3M | 0.02% |
38,217
-1,542
| -4% | -$483K |
|
348
Thermo Fisher Scientific
TMO
$223B
| $14.3M | 0.02% |
28,431
-341,834
| -92% | -$164M |
|
349
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
| $14.2M | 0.02% |
86,771
+83,401
| +2,475% | +$12.9M |
|
350
Semtech
SMTC
$15.2B
| $14.2M | 0.02% |
87,448
-1,838
| -2% | -$240K |
|
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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.