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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
HLNE icon
326
Hamilton Lane
HLNE
$3.63B
$12M 0.02%
121,023
-76,997
-39% -$9.45M
CSW
327
CSW Industrials
CSW
$4.71B
$11.7M 0.02%
44,780
-59,920
-57% -$17.4M
TJX icon
328
TJX Companies
TJX
$170B
$11.6M 0.02%
72,835
+6,993
+11% +$1.09M
KAI icon
329
Kadant
KAI
$3.69B
$11.6M 0.02%
39,742
-38,105
-49% -$12.2M
NSSC icon
330
Napco Security Technologies
NSSC
$1.28B
$11.5M 0.02%
292,867
+278,136
+1,888% +$11.7M
GS icon
331
Goldman Sachs
GS
$313B
$11.4M 0.02%
13,485
-64
-0.5% -$57.1K
GE icon
332
GE Aerospace
GE
$367B
$11.3M 0.02%
39,759
+5,590
+16% +$1.76M
AMGN icon
333
Amgen
AMGN
$203B
$11.3M 0.02%
32,013
+2,876
+10% +$1.03M
HL icon
334
Hecla Mining
HL
$10.2B
$11.2M 0.02%
600,901
-451,307
-43% -$10.2M
SXT icon
335
Sensient Technologies
SXT
$5.4B
$11M 0.02%
126,783
+15,325
+14% +$1.43M
EAT icon
336
Brinker International
EAT
$8.02B
$10.8M 0.02%
75,839
+10,352
+16% +$1.58M
VMBS icon
337
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$10.8M 0.02%
230,300
– –
KTOS icon
338
Kratos Defense & Security Solutions
KTOS
$8.88B
$10.7M 0.02%
151,694
+8,163
+6% +$783K
GUNR icon
339
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$10.7M 0.02%
193,462
+789
+0.4% +$41.2K
CM icon
340
Canadian Imperial Bank of Commerce
CM
$107B
$10.5M 0.02%
111,259
+1,676
+2% +$160K
DIA icon
341
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$10.5M 0.02%
22,650
+4,991
+28% +$2.42M
JXN icon
342
Jackson Financial
JXN
$8.32B
$10.3M 0.02%
97,010
+16,849
+21% +$1.88M
WING icon
343
Wingstop
WING
$3.68B
$10.1M 0.02%
64,913
+60
+0.1% +$14.4K
EPAC icon
344
Enerpac Tool Group
EPAC
$1.77B
$9.72M 0.02%
266,481
-338,721
-56% -$13.4M
EMN icon
345
Eastman Chemical
EMN
$7.8B
$9.65M 0.02%
126,496
+26,884
+27% +$1.94M
AMD icon
346
Advanced Micro Devices
AMD
$851B
$9.55M 0.02%
46,942
+5,473
+13% +$1.17M
ECPG icon
347
Encore Capital Group
ECPG
$1.93B
$9.52M 0.02%
135,692
+32,189
+31% +$1.98M
KNSL icon
348
Kinsale Capital Group
KNSL
$8.05B
$9.22M 0.01%
26,990
-6,765
-20% -$2.56M
NVS icon
349
Novartis
NVS
$295B
$9.02M 0.01%
59,061
+18,649
+46% +$2.86M
GILD icon
350
Gilead Sciences
GILD
$161B
$8.94M 0.01%
64,184
+5,812
+10% +$814K
12 13
14
15 16

Similar funds

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Caisse de Depot et Placement du Quebec (CDPQ)
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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
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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.