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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 | |
|---|---|---|---|---|---|---|
751
SLB Ltd
SLB
$77.8B
| $2.56M | ﹤0.01% |
49,844
-747
| -1% | -$36.3K |
|
752
Asbury Automotive
ABG
$4.19B
| $2.56M | ﹤0.01% |
13,100
-27
| -0.2% | -$5.99K |
|
753
Group 1 Automotive
GPI
$3.94B
| $2.56M | ﹤0.01% |
7,734
+70
| +0.9% | +$24.4K |
|
754
Newmont
NEM
$98.2B
| $2.56M | ﹤0.01% |
23,601
+740
| +3% | +$85.3K |
|
755
Gibraltar Industries
ROCK
$1.34B
| $2.55M | ﹤0.01% |
64,048
+227
| +0.4% | +$11K |
|
756
Equitable Holdings
EQH
$13.1B
| $2.55M | ﹤0.01% |
68,797
-4,213
| -6% | -$180K |
|
757
QuinStreet
QNST
$870M
| $2.55M | ﹤0.01% |
212,367
| – | – |
|
758
HNI Corp
HNI
$3B
| $2.55M | ﹤0.01% |
76,235
+108
| +0.1% | +$4.78K |
|
759
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
| $2.54M | ﹤0.01% |
26,994
-4,136
| -13% | -$395K |
|
760
Papa John's
PZZA
$999M
| $2.52M | ﹤0.01% |
77,641
-198
| -0.3% | -$6.87K |
|
|
PENG
761
Penguin Solutions Inc
PENG
$2.76B
| $2.5M | ﹤0.01% |
142,041
-8
| -0% | -$152 |
|
762
Oneok
OKE
$58.7B
| $2.49M | ﹤0.01% |
27,528
+4,190
| +18% | +$345K |
|
763
Boston Properties
BXP
$11B
| $2.49M | ﹤0.01% |
47,902
-707
| -1% | -$42.5K |
|
764
C.H. Robinson
CHRW
$22B
| $2.47M | ﹤0.01% |
14,866
+10,209
| +219% | +$1.83M |
|
765
Equinix
EQIX
$107B
| $2.47M | ﹤0.01% |
2,517
-150
| -6% | -$133K |
|
766
Phillips 66
PSX
$82.9B
| $2.45M | ﹤0.01% |
13,450
+806
| +6% | +$126K |
|
767
iShares S&P 100 ETF
OEF
$19.8B
| $2.43M | ﹤0.01% |
7,650
| – | – |
|
768
ICF International
ICFI
$1.44B
| $2.43M | ﹤0.01% |
37,247
| – | – |
|
769
Johnson Controls International
JCI
$87.5B
| $2.42M | ﹤0.01% |
18,445
+3,776
| +26% | +$488K |
|
770
Flowers Foods
FLO
$1.64B
| $2.4M | ﹤0.01% |
294,654
+1,117
| +0.4% | +$11.2K |
|
771
Progress Software
PRGS
$1.55B
| $2.39M | ﹤0.01% |
93,349
-277
| -0.3% | -$10.6K |
|
772
Amphastar Pharmaceuticals
AMPH
$825M
| $2.39M | ﹤0.01% |
122,046
+1,156
| +1% | +$28.3K |
|
773
Acuity Brands
AYI
$9.88B
| $2.38M | ﹤0.01% |
8,514
| – | – |
|
774
Allstate
ALL
$66.9B
| $2.38M | ﹤0.01% |
11,482
+534
| +5% | +$109K |
|
775
3M
MMM
$89B
| $2.37M | ﹤0.01% |
16,312
+480
| +3% | +$76.4K |
|
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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.