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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 | |
|---|---|---|---|---|---|---|
1201
Essex Property Trust
ESS
$18.9B
| $385K | ﹤0.01% |
1,594
-6
| -0.4% | -$1.51K |
|
1202
Glaukos
GKOS
$9.02B
| $385K | ﹤0.01% |
3,573
-5,880
| -62% | -$662K |
|
1203
Domino's
DPZ
$11B
| $384K | ﹤0.01% |
1,068
-1,194
| -53% | -$471K |
|
1204
KeyCorp
KEY
$24.3B
| $384K | ﹤0.01% |
19,172
+2,858
| +18% | +$59.9K |
|
1205
Eversource Energy
ES
$28.2B
| $382K | ﹤0.01% |
5,514
-489
| -8% | -$34.6K |
|
1206
Thor Industries
THO
$3.99B
| $382K | ﹤0.01% |
4,781
+423
| +10% | +$43.1K |
|
1207
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $381K | ﹤0.01% |
13,384
-6,236
| -32% | -$204K |
|
1208
Brookfield Infrastructure
BIPC
$5.11B
| $380K | ﹤0.01% |
9,612
+320
| +3% | +$14.7K |
|
1209
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
| $380K | ﹤0.01% |
7,262
| – | – |
|
1210
Nexstar Media Group
NXST
$5.6B
| $379K | ﹤0.01% |
2,096
-848
| -29% | -$190K |
|
1211
Chesapeake Utilities
CPK
$3.26B
| $378K | ﹤0.01% |
2,994
+128
| +4% | +$16.5K |
|
1212
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $378K | ﹤0.01% |
2,865
-2
| -0.1% | -$277 |
|
1213
Neurocrine Biosciences
NBIX
$17.7B
| $377K | ﹤0.01% |
2,860
-38
| -1% | -$5.04K |
|
1214
Federal Agricultural Mortgage
AGM
$2.27B
| $376K | ﹤0.01% |
2,532
-17,155
| -87% | -$2.81M |
|
1215
Lakeland Financial Corp
LKFN
$1.52B
| $376K | ﹤0.01% |
6,555
| – | – |
|
|
XYZ
1216
Block Inc
XYZ
$45.9B
| $376K | ﹤0.01% |
6,249
+2,618
| +72% | +$159K |
|
1217
Excelerate Energy
EE
$1.23B
| $375K | ﹤0.01% |
11,225
| – | – |
|
1218
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$693M
| $374K | ﹤0.01% |
8,095
+250
| +3% | +$12.7K |
|
1219
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
| $371K | ﹤0.01% |
4,900
+4,510
| +1,156% | +$352K |
|
1220
Jacobs Solutions
J
$15.9B
| $369K | ﹤0.01% |
2,900
+1,524
| +111% | +$207K |
|
1221
Globe Life
GL
$13.5B
| $368K | ﹤0.01% |
2,656
+124
| +5% | +$17.5K |
|
1222
Antero Midstream
AM
$10.8B
| $367K | ﹤0.01% |
16,112
-166,796
| -91% | -$3.45M |
|
1223
Host Hotels & Resorts
HST
$16.8B
| $367K | ﹤0.01% |
19,115
+2,570
| +16% | +$49K |
|
1224
Skyworks Solutions
SWKS
$9.06B
| $367K | ﹤0.01% |
6,851
-2,298
| -25% | -$134K |
|
1225
Jack Henry & Associates
JKHY
$10.7B
| $366K | ﹤0.01% |
2,315
+944
| +69% | +$162K |
|
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.