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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
TRVI icon
2676
Trevi Therapeutics
TRVI
$2.44B
– –
-1,560
Closed -$20K
TSEM icon
2677
Tower Semiconductor
TSEM
$29.4B
– –
-137
Closed -$16K
TTI icon
2678
TETRA Technologies
TTI
$1.26B
$0 ﹤0.01%
34
– –
TWI icon
2679
Titan International
TWI
$508M
$0 ﹤0.01%
2
– –
UNG icon
2680
United States Natural Gas Fund
UNG
$473M
$0 ﹤0.01%
23
– –
UPRO icon
2681
ProShares UltraPro S&P 500
UPRO
$5.09B
– –
-109
Closed -$13K
USFR icon
2682
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
– –
-1,400
Closed -$70K
USXF icon
2683
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
– –
-1,265
Closed -$73K
VIST icon
2684
Vista Energy
VIST
$7.7B
– –
-8
Closed –
VYX icon
2685
NCR Voyix
VYX
$1.05B
– –
-943
Closed -$10K
WAVE
2686
Eco Wave Power Global
WAVE
$49.5M
– –
-70
Closed –
WEAV icon
2687
Weave Communications
WEAV
$474M
– –
-15
Closed –
WTI icon
2688
W&T Offshore
WTI
$573M
– –
-48
Closed –
XERS icon
2689
Xeris Biopharma Holdings
XERS
$1.45B
$0 ﹤0.01%
6
-62
-91% -$411
XLB icon
2690
State Street Materials Select Sector SPDR ETF
XLB
$8.35B
– –
-90
Closed -$4K
XPER icon
2691
Xperi
XPER
$358M
– –
-6
Closed –
XPEV icon
2692
XPeng
XPEV
$12.2B
– –
-10
Closed –
XSD icon
2693
State Street SPDR S&P Semiconductor ETF
XSD
$2.94B
– –
-111
Closed -$36K
XVV icon
2694
iShares ESG Screened S&P 500 ETF
XVV
$638M
– –
-411
Closed -$22K
YQ
2695
17 Education & Technology Group
YQ
$21.3M
– –
-153
Closed -$1K
ZH
2696
Zhihu
ZH
$270M
– –
-71
Closed –
ZS icon
2697
Zscaler
ZS
$22.6B
– –
-33
Closed -$7K
ZTO icon
2698
ZTO Express
ZTO
$18.3B
$0 ﹤0.01%
14
– –
DAY
2699
DELISTED
Dayforce
DAY
– –
-2,245
Closed -$155K
DTCR icon
2700
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.17B
– –
-3,275
Closed -$69K
105 106 107
108
109

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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.