We are live on ! Find out more
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
IWB icon
301
iShares Russell 1000 ETF
IWB
$47.7B
$16.1M 0.03%
45,173
+3,110
+7% +$1.16M
SNEX icon
302
StoneX
SNEX
$8.85B
$15.8M 0.02%
293,761
-75,799
-21% -$3.83M
NXT icon
303
Nextpower Inc
NXT
$15.1B
$15.5M 0.02%
128,218
+4,433
+4% +$491K
GMED icon
304
Globus Medical
GMED
$10.4B
$15.4M 0.02%
178,988
-178,898
-50% -$16.1M
DFAC icon
305
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$15.3M 0.02%
392,629
-1,414
-0.4% -$57K
IWD icon
306
iShares Russell 1000 Value ETF
IWD
$82B
$15.3M 0.02%
71,394
+20,275
+40% +$4.44M
ORCL icon
307
Oracle
ORCL
$332B
$14.8M 0.02%
100,813
-6,335
-6% -$1.03M
TNGX icon
308
Tango Therapeutics
TNGX
$4.32B
$14.8M 0.02%
708,398
– –
IEF icon
309
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$14.8M 0.02%
154,918
+4,486
+3% +$432K
BCH icon
310
Banco de Chile
BCH
$20.6B
$14.7M 0.02%
396,658
-59,790
-13% -$2.46M
NEOG icon
311
Neogen
NEOG
$2.05B
$14.5M 0.02%
1,565,625
+1,564,653
+160,973% +$15.4M
MAZE
312
Maze Therapeutics
MAZE
$1.53B
$14.4M 0.02%
481,790
– –
PLMR icon
313
Palomar
PLMR
$3.64B
$14.2M 0.02%
119,196
-34,709
-23% -$4.33M
PJT icon
314
PJT Partners
PJT
$4.34B
$14.1M 0.02%
100,908
-14,092
-12% -$2.22M
HXL icon
315
Hexcel
HXL
$8.27B
$14M 0.02%
173,073
+166,617
+2,581% +$14M
ECHO
316
EchoStar
ECHO
$25.2B
$13.9M 0.02%
119,061
+5,066
+4% +$581K
QTWO icon
317
Q2 Holdings
QTWO
$3.42B
$13.9M 0.02%
293,972
-78,494
-21% -$4.42M
CHEF icon
318
Chefs' Warehouse
CHEF
$3.86B
$13.7M 0.02%
231,181
+230,985
+117,849% +$14.8M
LMB icon
319
Limbach Holdings
LMB
$871M
$13.6M 0.02%
174,658
+11,196
+7% +$942K
RTX icon
320
RTX Corp
RTX
$288B
$13.3M 0.02%
68,743
+12,209
+22% +$2.43M
BWA icon
321
BorgWarner
BWA
$13.2B
$13.1M 0.02%
241,173
+39,787
+20% +$2.1M
IWR icon
322
iShares Russell Mid-Cap ETF
IWR
$56.7B
$12.9M 0.02%
132,847
-7,159
-5% -$715K
CECO icon
323
Ceco Environmental
CECO
$4.36B
$12.9M 0.02%
216,494
+216,294
+108,147% +$13.9M
SEI
324
Solaris Energy Infrastructure
SEI
$3.35B
$12.5M 0.02%
220,826
-59,756
-21% -$3.23M
CRDO icon
325
Credo Technology Group
CRDO
$39.6B
$12.3M 0.02%
131,134
+10,110
+8% +$1.23M
11 12
13
14 15

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
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.