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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 | |
|---|---|---|---|---|---|---|
826
Agilysys
AGYS
$2.78B
| $1.86M | ﹤0.01% |
26,110
-43
| -0.2% | -$3.73K |
|
827
CDW
CDW
$17.1B
| $1.83M | ﹤0.01% |
15,123
-1,027,782
| -99% | -$130M |
|
828
Waters Corp
WAT
$36.8B
| $1.79M | ﹤0.01% |
6,002
+2,603
| +77% | +$891K |
|
|
STEL
829
DELISTED
Stellar Bancorp
STEL
| $1.78M | ﹤0.01% |
48,509
-50,100
| -51% | -$1.8M |
|
830
HCA Healthcare
HCA
$84.8B
| $1.77M | ﹤0.01% |
3,737
+485
| +15% | +$244K |
|
831
Brown-Forman Class B
BF.B
$12B
| $1.75M | ﹤0.01% |
66,137
+1,737
| +3% | +$46.6K |
|
832
HCI Group
HCI
$2.28B
| $1.75M | ﹤0.01% |
11,293
-6,600
| -37% | -$1.08M |
|
833
Nu Holdings
NU
$68.1B
| $1.73M | ﹤0.01% |
120,450
-2,908
| -2% | -$47.1K |
|
834
ITT
ITT
$17.5B
| $1.71M | ﹤0.01% |
8,968
-5,673
| -39% | -$1.08M |
|
835
Mettler-Toledo International
MTD
$26.8B
| $1.7M | ﹤0.01% |
1,350
-26
| -2% | -$35.1K |
|
836
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $1.7M | ﹤0.01% |
15,916
| – | – |
|
837
Check Point Software Technologies
CHKP
$13.3B
| $1.69M | ﹤0.01% |
11,842
-1,138
| -9% | -$191K |
|
838
Electronic Arts
EA
$52.4B
| $1.68M | ﹤0.01% |
8,233
+1,359
| +20% | +$274K |
|
839
Trimble
TRMB
$12.3B
| $1.67M | ﹤0.01% |
25,639
-9,515
| -27% | -$661K |
|
840
Wolverine World Wide
WWW
$1.54B
| $1.66M | ﹤0.01% |
101,626
-75,963
| -43% | -$1.34M |
|
841
Nucor
NUE
$56.4B
| $1.66M | ﹤0.01% |
9,808
+325
| +3% | +$56.6K |
|
842
Digital Realty Trust
DLR
$73.7B
| $1.66M | ﹤0.01% |
9,199
-2,073
| -18% | -$354K |
|
843
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
| $1.66M | ﹤0.01% |
6,861
| – | – |
|
844
iShares Global Tech ETF
IXN
$8.7B
| $1.65M | ﹤0.01% |
16,518
+4,403
| +36% | +$465K |
|
|
SGI
845
Somnigroup International
SGI
$15.1B
| $1.63M | ﹤0.01% |
21,990
-13,040
| -37% | -$1.13M |
|
846
Vanguard Total International Stock ETF
VXUS
$153B
| $1.62M | ﹤0.01% |
21,053
+13,654
| +185% | +$1.08M |
|
847
Shell
SHEL
$245B
| $1.62M | ﹤0.01% |
17,412
+4,208
| +32% | +$340K |
|
848
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $1.62M | ﹤0.01% |
20,419
+12,927
| +173% | +$1.03M |
|
849
iShares Core Dividend ETF
DIVB
$1.62B
| $1.62M | ﹤0.01% |
29,945
| – | – |
|
850
Vanguard Energy ETF
VDE
$10.1B
| $1.61M | ﹤0.01% |
9,315
-234
| -2% | -$35.4K |
|
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.