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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
(-2.3%)
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$324M |
| 2 |
Eli Lilly
LLY
|
+$276M |
| 3 |
McDonald's
MCD
|
+$240M |
| 4 |
XPO
XPO
|
+$233M |
| 5 |
Microsoft
MSFT
|
+$225M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$439M |
| 2 |
UnitedHealth
UNH
|
+$373M |
| 3 |
Boston Scientific
BSX
|
+$308M |
| 4 |
S&P Global
SPGI
|
+$266M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
International Seaways
INSW
$4.57B
| $7.5M | 0.01% |
102,940
+32,073
| +45% | +$2.05M |
|
377
Stride
LRN
$3.69B
| $7.5M | 0.01% |
85,100
+24,969
| +42% | +$2.03M |
|
|
NTST
378
NETSTREIT Corp
NTST
$2.16B
| $7.48M | 0.01% |
397,315
+103,100
| +35% | +$1.99M |
|
379
Sterling Infrastructure
STRL
$20.3B
| $7.38M | 0.01% |
18,135
+17,919
| +8,296% | +$7.01M |
|
380
Lincoln National
LNC
$7.91B
| $7.24M | 0.01% |
203,973
+41,345
| +25% | +$1.59M |
|
|
ECG
381
Everus Construction Group
ECG
$6.63B
| $7.24M | 0.01% |
61,312
+20,752
| +51% | +$2.15M |
|
382
Robert Half
RHI
$3.61B
| $7.2M | 0.01% |
283,544
+64,659
| +30% | +$1.71M |
|
383
Stepan Co
SCL
$1.31B
| $7.18M | 0.01% |
143,698
+36,386
| +34% | +$1.95M |
|
384
Axos Financial
AX
$5.45B
| $7.18M | 0.01% |
84,354
+19,637
| +30% | +$1.79M |
|
385
Corteva
CTVA
$59.7B
| $7.11M | 0.01% |
84,888
+5,162
| +6% | +$389K |
|
386
Clearway Energy Class C
CWEN
$5B
| $7.1M | 0.01% |
180,754
+54,427
| +43% | +$2.03M |
|
387
Ziff Davis
ZD
$1.9B
| $7.1M | 0.01% |
169,177
+51,402
| +44% | +$1.89M |
|
388
Phillips Edison & Co
PECO
$5.48B
| $7.05M | 0.01% |
188,495
+50,940
| +37% | +$1.89M |
|
389
Etsy
ETSY
$7.65B
| $7.03M | 0.01% |
140,609
+31,763
| +29% | +$1.74M |
|
390
Illinois Tool Works
ITW
$81.4B
| $7.02M | 0.01% |
26,987
-2,655
| -9% | -$722K |
|
391
Dana Inc
DAN
$2.91B
| $7M | 0.01% |
208,088
+63,879
| +44% | +$2M |
|
392
Eastern Bankshares
EBC
$5.25B
| $6.99M | 0.01% |
357,493
+95,100
| +36% | +$1.9M |
|
393
Moog Inc Class A
MOG.A
$13B
| $6.98M | 0.01% |
23,863
-9
| -0% | -$2.75K |
|
394
Genworth Financial
GNW
$3.8B
| $6.96M | 0.01% |
856,816
+209,662
| +32% | +$1.78M |
|
395
Walt Disney
DIS
$165B
| $6.94M | 0.01% |
72,007
+7,670
| +12% | +$811K |
|
396
Salesforce
CRM
$134B
| $6.94M | 0.01% |
37,160
+2,128
| +6% | +$441K |
|
397
Lockheed Martin
LMT
$134B
| $6.93M | 0.01% |
11,462
+2,058
| +22% | +$1.27M |
|
|
398
Danaher
DHR
$135B
| $6.91M | 0.01% |
36,441
-2,060,465
| -98% | -$439M |
|
399
Marathon Petroleum
MPC
$90.3B
| $6.91M | 0.01% |
28,287
+323
| +1% | +$65.2K |
|
400
Vanguard Dividend Appreciation ETF
VIG
$111B
| $6.88M | 0.01% |
31,995
-1,256
| -4% | -$280K |
|
Similar funds
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.