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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
SDGR icon
2651
Schrodinger
SDGR
$1.13B
– –
-41
Closed -$1K
SGHC icon
2652
SGHC Ltd
SGHC
$7.36B
$0 ﹤0.01%
11
– –
SGRY icon
2653
Surgery Partners
SGRY
$1.99B
– –
-27,999
Closed -$433K
SHYG icon
2654
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
– –
-904
Closed -$39K
SIGA icon
2655
SIGA Technologies
SIGA
$226M
– –
-313
Closed -$2K
SKYY icon
2656
First Trust Cloud Computing ETF
SKYY
$2.69B
– –
-402
Closed -$52K
SLQD icon
2657
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
– –
-8,507
Closed -$431K
SLYV icon
2658
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.88B
– –
-125
Closed -$11K
SNV
2659
DELISTED
Synovus
SNV
– –
-1,358
Closed -$67K
SPHY icon
2660
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
– –
-804
Closed -$19K
SPMO icon
2661
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
– –
-478
Closed -$57K
SPNS
2662
DELISTED
Sapiens International
SPNS
– –
-7
Closed –
SRVR icon
2663
Pacer Data & Infrastructure Real Estate ETF
SRVR
$371M
– –
-44
Closed -$1K
STEM icon
2664
Stem
STEM
$52M
– –
-59
Closed -$1K
STKL
2665
DELISTED
SunOpta
STKL
– –
-434
Closed -$2K
SUSC icon
2666
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
– –
-3,371
Closed -$79K
SUSL icon
2667
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
– –
-97
Closed -$12K
SVC
2668
Service Properties Trust
SVC
$1.1B
$0 ﹤0.01%
8
– –
TBPH icon
2669
Theravance Biopharma
TBPH
$874M
– –
-1
Closed –
TGNA
2670
DELISTED
TEGNA Inc
TGNA
– –
-1,078
Closed -$21K
TGS icon
2671
Transportadora de Gas del Sur
TGS
$4.74B
– –
-4
Closed –
THS
2672
DELISTED
Treehouse Foods
THS
– –
-522
Closed -$12K
TIGO icon
2673
Millicom
TIGO
$16.1B
– –
-244
Closed -$14K
TITN icon
2674
Titan Machinery
TITN
$442M
$0 ﹤0.01%
17
-22,738
-100% -$395K
TOWN icon
2675
Towne Bank
TOWN
$3.28B
– –
-2,331
Closed -$78K
105 106
107
108 109

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.