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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 | |
|---|---|---|---|---|---|---|
701
VanEck BDC Income ETF
BIZD
$1.58B
| $2.95M | ﹤0.01% |
230,555
| – | – |
|
702
Standard Motor Products
SMP
$861M
| $2.92M | ﹤0.01% |
84,104
| – | – |
|
703
Korn Ferry
KFY
$3.98B
| $2.92M | ﹤0.01% |
46,395
+1
| +0% | +$65 |
|
704
Box
BOX
$4.02B
| $2.92M | ﹤0.01% |
123,416
-4,190
| -3% | -$105K |
|
705
Worthington Enterprises
WOR
$2.76B
| $2.91M | ﹤0.01% |
55,821
-27
| -0% | -$1.45K |
|
706
SLM Corp
SLM
$4.57B
| $2.89M | ﹤0.01% |
134,875
+2,142
| +2% | +$50.6K |
|
707
UFP Technologies
UFPT
$1.84B
| $2.89M | ﹤0.01% |
14,912
-58,488
| -80% | -$13.5M |
|
708
Monro
MNRO
$525M
| $2.86M | ﹤0.01% |
178,471
-133
| -0.1% | -$2.58K |
|
709
Wabash National
WNC
$543M
| $2.86M | ﹤0.01% |
331,602
| – | – |
|
710
General Dynamics
GD
$105B
| $2.86M | ﹤0.01% |
8,319
+1,939
| +30% | +$688K |
|
711
OceanFirst Financial
OCFC
$1.7B
| $2.85M | ﹤0.01% |
158,180
| – | – |
|
|
712
Boston Scientific
BSX
$65.8B
| $2.85M | ﹤0.01% |
45,473
-3,851,493
| -99% | -$308M |
|
713
iShares US Treasury Bond ETF
GOVT
$43.6B
| $2.85M | ﹤0.01% |
124,470
-294
| -0.2% | -$6.78K |
|
714
HUB Group
HUBG
$3.01B
| $2.83M | ﹤0.01% |
78,532
+3,349
| +4% | +$142K |
|
715
The Bancorp
TBBK
$2.79B
| $2.83M | ﹤0.01% |
52,651
+57
| +0.1% | +$3.41K |
|
716
Pinnacle Financial Partners Inc
PNFP
$15.5B
| $2.83M | ﹤0.01% |
32,812
-337
| -1% | -$31.4K |
|
717
National Vision
EYE
$1.6B
| $2.81M | ﹤0.01% |
108,386
| – | – |
|
718
LiveRamp
RAMP
$2.29B
| $2.8M | ﹤0.01% |
105,675
+273
| +0.3% | +$7.15K |
|
719
iShares Core US Aggregate Bond ETF
AGG
$138B
| $2.8M | ﹤0.01% |
28,210
-22,751
| -45% | -$2.28M |
|
720
iShares S&P 500 Growth ETF
IVW
$72.5B
| $2.78M | ﹤0.01% |
24,588
-7,113
| -22% | -$855K |
|
721
Sally Beauty Holdings
SBH
$1.4B
| $2.77M | ﹤0.01% |
200,271
| – | – |
|
722
Rocket Lab Corp
RKLB
$39.9B
| $2.76M | ﹤0.01% |
42,939
| – | – |
|
723
Vanguard Large-Cap ETF
VV
$51.9B
| $2.75M | ﹤0.01% |
9,218
-209
| -2% | -$65.4K |
|
724
Altria Group
MO
$122B
| $2.75M | ﹤0.01% |
41,728
+5,479
| +15% | +$353K |
|
725
Fortune Brands Innovations
FBIN
$6.12B
| $2.73M | ﹤0.01% |
70,209
-5,688
| -7% | -$296K |
|
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.