We are live on ! Find out more
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
IVE icon
776
iShares S&P 500 Value ETF
IVE
$48.9B
$2.36M ﹤0.01%
11,196
+251
+2% +$54.3K
CL icon
777
Colgate-Palmolive
CL
$72.6B
$2.36M ﹤0.01%
27,663
+4,285
+18% +$382K
SO icon
778
Southern Company
SO
$110B
$2.33M ﹤0.01%
24,145
+1,445
+6% +$134K
IBN icon
779
ICICI Bank
IBN
$106B
$2.33M ﹤0.01%
89,826
+4,197
+5% +$123K
KXI icon
780
iShares Global Consumer Staples ETF
KXI
$1.03B
$2.33M ﹤0.01%
34,732
-6,710
-16% -$462K
ADSK icon
781
Autodesk
ADSK
$44.3B
$2.31M ﹤0.01%
9,660
+571
+6% +$144K
SAP icon
782
SAP
SAP
$187B
$2.31M ﹤0.01%
13,463
-407
-3% -$84K
EVSM icon
783
Eaton Vance Short Duration Municipal Income ETF
EVSM
$771M
$2.3M ﹤0.01%
+45,842
New +$2.32M
AFL icon
784
Aflac
AFL
$63.9B
$2.3M ﹤0.01%
20,966
+2,378
+13% +$264K
VNQ icon
785
Vanguard Real Estate ETF
VNQ
$39.9B
$2.3M ﹤0.01%
25,911
-88
-0.3% -$8.07K
CNP icon
786
CenterPoint Energy
CNP
$29.1B
$2.29M ﹤0.01%
53,141
+14,762
+38% +$609K
FNV icon
787
Franco-Nevada
FNV
$41.4B
$2.29M ﹤0.01%
9,285
-310
-3% -$76.7K
GNR icon
788
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$2.28M ﹤0.01%
30,581
-6,100
-17% -$431K
SNDK
789
Sandisk
SNDK
$213B
$2.27M ﹤0.01%
3,577
+1,121
+46% +$633K
PI icon
790
Impinj
PI
$3.89B
$2.27M ﹤0.01%
22,076
-1
-0% -$133
IWS icon
791
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$2.26M ﹤0.01%
15,527
-3
-0% -$445
SNPS icon
792
Synopsys
SNPS
$71.5B
$2.23M ﹤0.01%
5,615
+446
+9% +$202K
XLI icon
793
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$2.22M ﹤0.01%
13,748
+657
+5% +$110K
SITM icon
794
SiTime
SITM
$16.6B
$2.22M ﹤0.01%
6,428
-3,862
-38% -$1.42M
B
795
Barrick Mining
B
$62.2B
$2.21M ﹤0.01%
54,336
+796
+1% +$36.8K
VBK icon
796
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$2.21M ﹤0.01%
7,314
-110
-1% -$34.6K
VBR icon
797
Vanguard Small-Cap Value ETF
VBR
$37.1B
$2.21M ﹤0.01%
10,166
+176
+2% +$39.3K
ACMR icon
798
ACM Research
ACMR
$5.83B
$2.2M ﹤0.01%
55,933
-27,808
-33% -$1.48M
FULC icon
799
Fulcrum Therapeutics
FULC
$248M
$2.2M ﹤0.01%
286,988
– –
KRC icon
800
Kilroy Realty
KRC
$4.58B
$2.18M ﹤0.01%
77,230
-118
-0.2% -$3.88K
30 31
32
33 34

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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.