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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
ITRI icon
551
Itron
ITRI
$3.73B
$4.05M 0.01%
45,229
+56
+0.1% +$5.38K
KMT icon
552
Kennametal
KMT
$2.68B
$4.04M 0.01%
111,835
– –
AZZ icon
553
AZZ Inc
AZZ
$4.5B
$4.02M 0.01%
32,140
+40
+0.1% +$5.05K
PFF icon
554
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.02M 0.01%
132,563
+32,230
+32% +$1.01M
VIRT icon
555
Virtu Financial
VIRT
$5.2B
$4.01M 0.01%
91,311
+498
+0.5% +$19.4K
SEB icon
556
Seaboard Corp
SEB
$4.52B
$4.01M 0.01%
709
– –
HIFS icon
557
Hingham Institution for Saving
HIFS
$614M
$4M 0.01%
+14,000
New +$4.09M
HCC icon
558
Warrior Met Coal
HCC
$4.23B
$3.99M 0.01%
42,854
+53
+0.1% +$4.77K
ACWX icon
559
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$3.98M 0.01%
58,132
+39,227
+207% +$2.77M
ING icon
560
ING
ING
$93.8B
$3.96M 0.01%
152,091
-821
-0.5% -$23.1K
CRL icon
561
Charles River Laboratories
CRL
$10.9B
$3.96M 0.01%
22,953
-405
-2% -$75.1K
ATEN icon
562
A10 Networks
ATEN
$2.47B
$3.96M 0.01%
171,223
– –
MHK icon
563
Mohawk Industries
MHK
$6.9B
$3.94M 0.01%
40,053
+35,173
+721% +$4.1M
JOE icon
564
St. Joe Company
JOE
$3.57B
$3.93M 0.01%
62,564
– –
ECL icon
565
Ecolab
ECL
$75.6B
$3.93M 0.01%
14,768
-222
-1% -$62.7K
UBER icon
566
Uber
UBER
$134B
$3.92M 0.01%
54,462
+12,998
+31% +$1M
ADAM
567
Adamas Trust
ADAM
$777M
$3.91M 0.01%
530,778
+529,678
+48,153% +$4.22M
GWW icon
568
W.W. Grainger
GWW
$65.3B
$3.88M 0.01%
3,559
+50
+1% +$54.6K
AUB icon
569
Atlantic Union Bankshares
AUB
$5.99B
$3.87M 0.01%
108,358
+107,526
+12,924% +$4.05M
VTEB icon
570
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$3.85M 0.01%
77,113
-3,652
-5% -$184K
WLY icon
571
John Wiley & Sons Class A
WLY
$2.52B
$3.83M 0.01%
100,606
+245
+0.2% +$7.94K
VRTX icon
572
Vertex Pharmaceuticals
VRTX
$121B
$3.83M 0.01%
8,565
+973
+13% +$454K
PII icon
573
Polaris
PII
$4.15B
$3.82M 0.01%
70,150
+23,415
+50% +$1.47M
NIC icon
574
Nicolet Bankshares
NIC
$3.57B
$3.79M 0.01%
25,478
+1,200
+5% +$174K
BLK icon
575
Blackrock
BLK
$164B
$3.79M 0.01%
3,935
-157
-4% -$165K
21 22
23
24 25

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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.