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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
CI icon
526
Cigna
CI
$76.6B
$4.35M 0.01%
16,312
-861
-5% -$238K
RRR icon
527
Red Rock Resorts
RRR
$3.74B
$4.35M 0.01%
81,494
+26,600
+48% +$1.62M
ACA icon
528
Arcosa
ACA
$7.12B
$4.34M 0.01%
40,895
+143
+0.4% +$16.3K
REX icon
529
REX American Resources
REX
$1.46B
$4.34M 0.01%
95,152
– –
ENPH icon
530
Enphase Energy
ENPH
$4.84B
$4.31M 0.01%
113,974
+111,932
+5,481% +$4.65M
CMI icon
531
Cummins
CMI
$91.7B
$4.29M 0.01%
7,975
+1,569
+24% +$888K
BMY icon
532
Bristol-Myers Squibb
BMY
$127B
$4.28M 0.01%
70,632
+11,584
+20% +$675K
SYK icon
533
Stryker
SYK
$127B
$4.27M 0.01%
12,985
+1,495
+13% +$537K
SU icon
534
Suncor Energy
SU
$77.7B
$4.27M 0.01%
64,709
+440
+0.7% +$24.3K
LXP icon
535
LXP Industrial Trust
LXP
$3.53B
$4.26M 0.01%
92,088
– –
NSIT icon
536
Insight Enterprises
NSIT
$3.55B
$4.24M 0.01%
63,266
+19,664
+45% +$1.61M
DOW icon
537
Dow Inc
DOW
$21.6B
$4.23M 0.01%
101,546
+4,202
+4% +$133K
JAZZ icon
538
Jazz Pharmaceuticals
JAZZ
$15.9B
$4.23M 0.01%
22,362
+73
+0.3% +$12.8K
LUMN icon
539
Lumen
LUMN
$6.53B
$4.22M 0.01%
607,387
+968
+0.2% +$7.33K
RSP icon
540
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$4.21M 0.01%
21,929
+5,912
+37% +$1.17M
SGOL icon
541
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$4.21M 0.01%
94,241
– –
WDC icon
542
Western Digital
WDC
$179B
$4.18M 0.01%
15,465
+2,896
+23% +$756K
CHDN icon
543
Churchill Downs
CHDN
$6.03B
$4.14M 0.01%
46,141
+12,744
+38% +$1.21M
RDN icon
544
Radian Group
RDN
$5.14B
$4.12M 0.01%
124,546
+85
+0.1% +$2.85K
CNMD icon
545
CONMED
CNMD
$1.29B
$4.12M 0.01%
116,429
+36,940
+46% +$1.5M
DVY icon
546
iShares Select Dividend ETF
DVY
$24B
$4.1M 0.01%
27,083
+3,212
+13% +$485K
KN icon
547
Knowles
KN
$3.22B
$4.08M 0.01%
158,998
– –
IEUR icon
548
iShares Core MSCI Europe ETF
IEUR
$8.66B
$4.08M 0.01%
58,097
+17,795
+44% +$1.3M
FAST icon
549
Fastenal
FAST
$54B
$4.08M 0.01%
87,832
+9,176
+12% +$412K
BKNG icon
550
Booking.com
BKNG
$138B
$4.06M 0.01%
24,125
-950
-4% -$175K
20 21
22
23 24

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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.