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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
ROL icon
151
Rollins
ROL
$18.6B
$100M 0.16%
1,879,120
+794,722
+73% +$47.3M
CEG icon
152
Constellation Energy
CEG
$98.3B
$99.2M 0.16%
355,167
+348,054
+4,893% +$106M
AXON
153
Axon Enterprise
AXON
$40.5B
$98.5M 0.15%
231,839
+6,742
+3% +$3.5M
STLD icon
154
Steel Dynamics
STLD
$35.6B
$97.6M 0.15%
542,215
+541,250
+56,088% +$98.5M
SHOP icon
155
Shopify
SHOP
$148B
$95.3M 0.15%
803,189
+7,108
+0.9% +$934K
PEP icon
156
PepsiCo
PEP
$186B
$93.9M 0.15%
604,611
+214,275
+55% +$33.4M
VTI icon
157
Vanguard Total Stock Market ETF
VTI
$656B
$93.3M 0.15%
290,715
-7,363
-2% -$2.47M
BSY icon
158
Bentley Systems
BSY
$9.42B
$91.3M 0.14%
2,600,241
+691,806
+36% +$25.4M
XLU icon
159
State Street Utilities Select Sector SPDR ETF
XLU
$24B
$90.4M 0.14%
1,970,391
+44,633
+2% +$2M
RMBS icon
160
Rambus
RMBS
$10.6B
$89.5M 0.14%
1,039,905
+946,177
+1,009% +$94.4M
NRG icon
161
NRG Energy
NRG
$29.9B
$89.4M 0.14%
612,079
+12,625
+2% +$1.99M
MANH icon
162
Manhattan Associates
MANH
$9.05B
$89.2M 0.14%
670,427
+39,125
+6% +$5.86M
GEV icon
163
GE Vernova
GEV
$271B
$85.9M 0.14%
98,382
+19
+0% +$14.8K
PRU icon
164
Prudential Financial
PRU
$41.4B
$85.6M 0.13%
876,664
+67,014
+8% +$6.94M
VWO icon
165
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$85.6M 0.13%
1,584,300
+16,302
+1% +$913K
EFX icon
166
Equifax
EFX
$20.2B
$84.8M 0.13%
471,025
-115,852
-20% -$23M
RYAN icon
167
Ryan Specialty Holdings
RYAN
$5.33B
$80.2M 0.13%
2,376,481
-391,926
-14% -$16.7M
BE icon
168
Bloom Energy
BE
$55.8B
$79.7M 0.13%
587,947
+408,687
+228% +$60M
DE icon
169
Deere & Co
DE
$168B
$77.7M 0.12%
137,918
-42,228
-23% -$23.8M
NET icon
170
Cloudflare
NET
$93.8B
$75.1M 0.12%
364,155
+5,474
+2% +$1.04M
MTZ icon
171
MasTec
MTZ
$27.4B
$74.6M 0.12%
231,965
+229,129
+8,079% +$62M
MSI icon
172
Motorola Solutions
MSI
$68.5B
$72.2M 0.11%
166,313
+103,906
+166% +$45M
ACWI icon
173
iShares MSCI ACWI ETF
ACWI
$32.7B
$71.2M 0.11%
514,494
-203,429
-28% -$29.2M
HUBB icon
174
Hubbell
HUBB
$25.8B
$70.1M 0.11%
142,768
-41,855
-23% -$20.6M
SJM icon
175
J.M. Smucker
SJM
$12.5B
$70M 0.11%
726,112
+722,922
+22,662% +$75.7M
5 6
7
8 9

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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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
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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.