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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
MKSI icon
251
MKS Inc
MKSI
$22.9B
$27.1M 0.04%
117,851
-40,179
-25% -$9.09M
FSV icon
252
FirstService
FSV
$6.36B
$26.7M 0.04%
191,970
+65,830
+52% +$10M
WHD icon
253
Cactus
WHD
$3.92B
$26.5M 0.04%
559,901
+83,080
+17% +$4.36M
STAG icon
254
STAG Industrial
STAG
$7.88B
$26.5M 0.04%
734,941
-99,792
-12% -$3.78M
MSA icon
255
Mine Safety
MSA
$6.79B
$26.4M 0.04%
161,000
+58,220
+57% +$10.6M
PRM icon
256
Perimeter Solutions
PRM
$5.59B
$26M 0.04%
1,064,925
+404,417
+61% +$10.3M
SCHW
257
Charles Schwab
SCHW
$177B
$25.7M 0.04%
273,453
+3,262
+1% +$320K
RDY icon
258
Dr. Reddy's Laboratories
RDY
$9.89B
$25.3M 0.04%
1,823,285
+403,219
+28% +$5.61M
SSB icon
259
SouthState Bank Corp
SSB
$10.4B
$25.1M 0.04%
271,276
-14,441
-5% -$1.42M
VEU icon
260
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$25.1M 0.04%
333,706
-11,281
-3% -$874K
JBTM
261
JBT Marel
JBTM
$7.15B
$25M 0.04%
195,601
-191,166
-49% -$28.9M
NOVT icon
262
Novanta
NOVT
$5.12B
$24.9M 0.04%
211,004
+51,360
+32% +$6.74M
SGOV icon
263
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$24.3M 0.04%
241,467
+239,012
+9,736% +$24M
AEIS icon
264
Advanced Energy
AEIS
$12.5B
$23.9M 0.04%
74,154
+33,555
+83% +$9.72M
VB icon
265
Vanguard Small-Cap ETF
VB
$79.9B
$23.9M 0.04%
91,139
-3,019
-3% -$817K
GVI icon
266
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$23.3M 0.04%
218,536
+53,936
+33% +$5.79M
INFY icon
267
Infosys
INFY
$44.7B
$23.2M 0.04%
1,720,708
+568,573
+49% +$8.91M
DORM icon
268
Dorman Products
DORM
$3.99B
$22.8M 0.04%
218,888
-25,385
-10% -$3.02M
MA icon
269
Mastercard
MA
$473B
$22.6M 0.04%
45,203
-486,812
-92% -$256M
PLNT icon
270
Planet Fitness
PLNT
$4.32B
$22.5M 0.04%
303,121
-82,913
-21% -$7.29M
NGVT icon
271
Ingevity
NGVT
$2.6B
$22.4M 0.04%
314,739
+259,124
+466% +$17.7M
PBH icon
272
Prestige Consumer Healthcare
PBH
$2.35B
$22.2M 0.03%
374,691
+64,760
+21% +$4.2M
BV icon
273
BrightView Holdings
BV
$1.33B
$22.2M 0.03%
1,879,712
+99,103
+6% +$1.28M
AXGN icon
274
Axogen
AXGN
$2.14B
$21.9M 0.03%
660,553
+194,949
+42% +$6.34M
LGND icon
275
Ligand Pharmaceuticals
LGND
$6.04B
$21.5M 0.03%
107,859
+84,349
+359% +$16.7M
9 10
11
12 13

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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.