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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 | |
|---|---|---|---|---|---|---|
1101
Ubiquiti
UI
$31.8B
| $553K | ﹤0.01% |
700
-9
| -1% | -$6.11K |
|
|
OKLO
1102
Oklo
OKLO
$7B
| $552K | ﹤0.01% |
11,101
-87,341
| -89% | -$6.28M |
|
1103
First Solar
FSLR
$21.8B
| $549K | ﹤0.01% |
2,783
-200
| -7% | -$44.2K |
|
1104
Las Vegas Sands
LVS
$30.5B
| $548K | ﹤0.01% |
10,182
+714
| +8% | +$40.6K |
|
1105
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $545K | ﹤0.01% |
6,947
-1,776
| -20% | -$140K |
|
1106
Vertiv
VRT
$112B
| $545K | ﹤0.01% |
2,174
+1,606
| +283% | +$357K |
|
1107
Sysco
SYY
$39.7B
| $543K | ﹤0.01% |
7,612
+752
| +11% | +$62.2K |
|
1108
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
| $542K | ﹤0.01% |
3,806
-24,359
| -86% | -$3.62M |
|
1109
Alliant Energy
LNT
$19.4B
| $542K | ﹤0.01% |
7,558
-3,032
| -29% | -$209K |
|
1110
Veeva Systems
VEEV
$30.3B
| $540K | ﹤0.01% |
3,075
-129
| -4% | -$25.3K |
|
1111
Home BancShares
HOMB
$6.21B
| $537K | ﹤0.01% |
19,955
+199
| +1% | +$5.6K |
|
1112
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
| $535K | ﹤0.01% |
11,740
+10,960
| +1,405% | +$514K |
|
1113
DTE Energy
DTE
$31.1B
| $534K | ﹤0.01% |
3,651
-131
| -3% | -$18.4K |
|
1114
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
| $532K | ﹤0.01% |
10,013
+8
| +0.1% | +$430 |
|
1115
Brookfield Asset Management
BAM
$74B
| $531K | ﹤0.01% |
11,945
-2,730
| -19% | -$133K |
|
1116
iShares MSCI Taiwan ETF
EWT
$10B
| $529K | ﹤0.01% |
7,466
| – | – |
|
1117
Kimco Realty
KIM
$17.6B
| $529K | ﹤0.01% |
23,590
+400
| +2% | +$8.81K |
|
1118
Lumentum
LITE
$59.4B
| $528K | ﹤0.01% |
753
+425
| +130% | +$233K |
|
1119
PG&E
PCG
$47.8B
| $527K | ﹤0.01% |
29,954
+9,675
| +48% | +$165K |
|
1120
Assurant
AIZ
$13.7B
| $526K | ﹤0.01% |
2,414
+262
| +12% | +$59.7K |
|
1121
Cincinnati Financial
CINF
$28.3B
| $525K | ﹤0.01% |
3,338
-940
| -22% | -$153K |
|
1122
Jones Lang LaSalle
JLL
$15.1B
| $525K | ﹤0.01% |
1,722
-3,450
| -67% | -$1.11M |
|
1123
Telefônica Brasil
VIV
$22.4B
| $525K | ﹤0.01% |
32,969
+289
| +0.9% | +$4.27K |
|
1124
Akamai
AKAM
$16.8B
| $524K | ﹤0.01% |
4,557
+1,106
| +32% | +$111K |
|
1125
Hyatt Hotels
H
$17.6B
| $518K | ﹤0.01% |
3,595
+850
| +31% | +$135K |
|
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.