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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
TCBI icon
226
Texas Capital Bancshares
TCBI
$4.35B
$32.4M 0.05%
341,284
-25,630
-7% -$2.5M
UMBF icon
227
UMB Financial
UMBF
$10.8B
$31.7M 0.05%
281,238
+280,785
+61,983% +$33.8M
QXO
228
QXO Inc
QXO
$14.3B
$31.5M 0.05%
1,622,347
+34,804
+2% +$796K
ONB icon
229
Old National Bancorp
ONB
$10.1B
$31.4M 0.05%
1,421,606
+57,092
+4% +$1.33M
AIT icon
230
Applied Industrial Technologies
AIT
$12.8B
$31.4M 0.05%
118,275
-8,790
-7% -$2.39M
NPO icon
231
Enpro
NPO
$7.13B
$31.2M 0.05%
124,435
+19,180
+18% +$4.8M
SSD icon
232
Simpson Manufacturing
SSD
$7.94B
$31.1M 0.05%
181,480
+3,666
+2% +$676K
FSS icon
233
Federal Signal
FSS
$7.27B
$30.9M 0.05%
285,895
-9,636
-3% -$1.09M
RDNT icon
234
RadNet
RDNT
$4.91B
$30.7M 0.05%
550,172
+56,173
+11% +$3.84M
HWC icon
235
Hancock Whitney
HWC
$6.16B
$30.7M 0.05%
482,699
+22,009
+5% +$1.47M
ASO icon
236
Academy Sports + Outdoors
ASO
$2.94B
$30.7M 0.05%
543,102
+59,112
+12% +$3.37M
FIX icon
237
Comfort Systems
FIX
$62.4B
$30.6M 0.05%
22,192
-7,766
-26% -$9.86M
DIOD icon
238
Diodes
DIOD
$4.07B
$30.3M 0.05%
444,540
+24,892
+6% +$1.57M
ESNT icon
239
Essent Group
ESNT
$6.03B
$29.6M 0.05%
506,735
+21,437
+4% +$1.31M
ROAD icon
240
Construction Partners
ROAD
$5.84B
$29.6M 0.05%
266,096
-6,543
-2% -$784K
BRK.A icon
241
Berkshire Hathaway Class A
BRK.A
$1.07T
$29.4M 0.05%
41
+7
+21% +$5.15M
ONTO icon
242
Onto Innovation
ONTO
$14B
$29.3M 0.05%
142,835
-32,928
-19% -$6.74M
CVCO icon
243
Cavco Industries
CVCO
$4.44B
$29M 0.05%
59,878
+2,008
+3% +$1.14M
MUR icon
244
Murphy Oil
MUR
$5.58B
$28.9M 0.05%
700,132
+27,487
+4% +$931K
GFF icon
245
Griffon
GFF
$4.2B
$28.4M 0.04%
391,441
+158,592
+68% +$12.9M
CVBF icon
246
CVB Financial
CVBF
$3.98B
$28.4M 0.04%
1,466,670
+372,732
+34% +$7.33M
VNT icon
247
Vontier
VNT
$4.32B
$27.5M 0.04%
776,603
+137,750
+22% +$5.3M
MTDR icon
248
Matador Resources
MTDR
$6.38B
$27.5M 0.04%
435,426
+44,689
+11% +$2.24M
CW icon
249
Curtiss-Wright
CW
$27.8B
$27.3M 0.04%
40,109
+1,522
+4% +$1.01M
BELFB
250
Bel Fuse Inc Class B
BELFB
$3.99B
$27.2M 0.04%
137,318
-69,594
-34% -$14.5M
8 9
10
11 12

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.