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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
MUB icon
176
iShares National Muni Bond ETF
MUB
$45.1B
$68.7M 0.11%
647,017
-40,237
-6% -$4.33M
COO icon
177
Cooper Companies
COO
$13.8B
$67.5M 0.11%
944,074
+35,640
+4% +$2.82M
TD icon
178
Toronto Dominion Bank
TD
$197B
$66.3M 0.1%
711,868
+22,878
+3% +$2.18M
A icon
179
Agilent Technologies
A
$39.2B
$64.6M 0.1%
566,663
-341,594
-38% -$43.3M
RDDT icon
180
Reddit
RDDT
$32.6B
$63.3M 0.1%
469,907
+10,996
+2% +$1.87M
IWM icon
181
iShares Russell 2000 ETF
IWM
$80.9B
$59.2M 0.09%
238,573
-118,459
-33% -$30.6M
VGK icon
182
Vanguard FTSE Europe ETF
VGK
$29.9B
$58M 0.09%
703,137
+64,001
+10% +$5.5M
CVNA icon
183
Carvana
CVNA
$42.7B
$55.9M 0.09%
888,970
+23,730
+3% +$1.76M
ENTG icon
184
Entegris
ENTG
$19.6B
$54.1M 0.09%
461,540
-42,925
-9% -$5.07M
TRP icon
185
TC Energy
TRP
$73.4B
$53.8M 0.08%
862,098
+33,964
+4% +$2.05M
FCFS icon
186
FirstCash
FCFS
$8.67B
$53.2M 0.08%
282,953
+11,358
+4% +$2.05M
IOT icon
187
Samsara
IOT
$19.2B
$53.1M 0.08%
1,675,509
+53,576
+3% +$1.64M
TXN icon
188
Texas Instruments
TXN
$255B
$51.4M 0.08%
264,564
-154,925
-37% -$31.4M
URI icon
189
United Rentals
URI
$70.8B
$49.4M 0.08%
67,796
-89,151
-57% -$74.9M
APP icon
190
Applovin
APP
$132B
$48.9M 0.08%
122,924
+2,984
+2% +$1.44M
AMT icon
191
American Tower
AMT
$77.8B
$48.8M 0.08%
282,676
+12,363
+5% +$2.22M
VCIT icon
192
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$48.6M 0.08%
587,605
-33,248
-5% -$2.78M
ENSG icon
193
The Ensign Group
ENSG
$10.1B
$47.7M 0.08%
236,966
-20,459
-8% -$4M
BCE icon
194
BCE
BCE
$19.9B
$47.7M 0.08%
1,898,700
+79,642
+4% +$2.02M
ARGX icon
195
argenx
ARGX
$57.3B
$46.9M 0.07%
64,251
+1,714
+3% +$1.34M
IDCC icon
196
InterDigital
IDCC
$6.7B
$45.2M 0.07%
149,801
+11,390
+8% +$3.87M
BLDR icon
197
Builders FirstSource
BLDR
$7.82B
$43.5M 0.07%
528,056
+27,037
+5% +$2.89M
TTEK icon
198
Tetra Tech
TTEK
$8.26B
$43.1M 0.07%
1,432,005
+36,966
+3% +$1.31M
RBC icon
199
RBC Bearings
RBC
$18.9B
$42.7M 0.07%
78,646
-5,219
-6% -$2.77M
HSY icon
200
Hershey
HSY
$35.4B
$42.7M 0.07%
205,428
+17,291
+9% +$3.65M
6 7
8
9 10

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.