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Bessemer Group Portfolio holdings
AUM
$72.7B
1-Year Est. Return
39.36%
This Fund
S&P 500
This Quarter
Est. Return
-0.3%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+636.11%
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 | |
|---|---|---|---|---|---|---|
1501
Solventum
SOLV
$14.7B
| $107K | ﹤0.01% |
1,646
-71
| -4% | -$5.27K |
|
1502
Aramark
ARMK
$16.1B
| $106K | ﹤0.01% |
2,599
+661
| +34% | +$26.2K |
|
1503
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
| $106K | ﹤0.01% |
+1,505
| New | +$112K |
|
1504
Wipro
WIT
$19.4B
| $106K | ﹤0.01% |
49,943
-3,356
| -6% | -$8.18K |
|
1505
BlackRock Flexible Income ETF
BINC
$16.3B
| $104K | ﹤0.01% |
+2,000
| New | +$105K |
|
|
FPI
1506
Farmland Partners
FPI
$425M
| $104K | ﹤0.01% |
9,265
-561
| -6% | -$6.43K |
|
1507
iShares US Healthcare ETF
IYH
$3.77B
| $104K | ﹤0.01% |
1,685
| – | – |
|
1508
Prospect Capital
PSEC
$1.18B
| $104K | ﹤0.01% |
40,000
| – | – |
|
|
FITB.PRM
1509
Fifth Third Bancorp Preferred Stock Series M
FITB.PRM
$412M
| $104K | ﹤0.01% |
+4,000
| New | +$104K |
|
1510
Alcoa
AA
$13.1B
| $103K | ﹤0.01% |
1,559
+291
| +23% | +$17.9K |
|
1511
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
| $103K | ﹤0.01% |
935
| – | – |
|
1512
Banco Santander
SAN
$211B
| $103K | ﹤0.01% |
9,088
-304
| -3% | -$3.63K |
|
1513
Carpenter Technology
CRS
$26.6B
| $102K | ﹤0.01% |
259
+18
| +7% | +$6.56K |
|
1514
IonQ
IONQ
$18.2B
| $102K | ﹤0.01% |
3,566
-210,824
| -98% | -$8.09M |
|
1515
Helios Technologies
HLIO
$2.67B
| $101K | ﹤0.01% |
1,555
-273,153
| -99% | -$18.3M |
|
1516
CGI
GIB
$15.5B
| $100K | ﹤0.01% |
1,371
-256
| -16% | -$20.4K |
|
1517
Veracyte
VCYT
$3.42B
| $100K | ﹤0.01% |
3,097
-16,101
| -84% | -$596K |
|
1518
iShare MSCI Eurozone ETF
EZU
$9.96B
| $98K | ﹤0.01% |
1,571
-97
| -6% | -$6.36K |
|
1519
Rocket Companies
RKT
$42.6B
| $98K | ﹤0.01% |
6,905
+214
| +3% | +$3.89K |
|
1520
First Watch Restaurant Group
FWRG
$800M
| $97K | ﹤0.01% |
9,280
-22,800
| -71% | -$329K |
|
1521
Avantor
AVTR
$9.37B
| $95K | ﹤0.01% |
12,088
-1,764
| -13% | -$17.4K |
|
1522
Honda
HMC
$40.5B
| $95K | ﹤0.01% |
3,878
-80
| -2% | -$2.32K |
|
1523
Toro Company
TTC
$9.21B
| $95K | ﹤0.01% |
1,021
-53
| -5% | -$4.99K |
|
1524
VanEck Agribusiness ETF
MOO
$972M
| $94K | ﹤0.01% |
1,108
| – | – |
|
1525
Fluor
FLR
$7B
| $93K | ﹤0.01% |
2,001
-642
| -24% | -$29.9K |
|
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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.