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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
TTMI icon
351
TTM Technologies
TTMI
$13.6B
$8.92M 0.01%
91,596
+104
+0.1% +$9.9K
IAU icon
352
iShares Gold Trust
IAU
$63B
$8.78M 0.01%
99,550
+7,419
+8% +$681K
ZWS icon
353
Zurn Elkay Water Solutions
ZWS
$8.07B
$8.59M 0.01%
191,600
+44,007
+30% +$2.1M
SPXC icon
354
SPX Corp
SPXC
$11B
$8.52M 0.01%
42,612
-80,930
-66% -$17.4M
SCZ icon
355
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$8.44M 0.01%
107,625
+7,136
+7% +$580K
AZN icon
356
AstraZeneca
AZN
$263B
$8.44M 0.01%
42,779
-8,569
-17% -$1.65M
APA icon
357
APA Corp
APA
$12.8B
$8.37M 0.01%
197,214
+67,996
+53% +$2.06M
VAL icon
358
Valaris
VAL
$5.51B
$8.32M 0.01%
84,917
+32,100
+61% +$2.5M
RY icon
359
Royal Bank of Canada
RY
$291B
$8.22M 0.01%
51,053
+1,002
+2% +$168K
INTU icon
360
Intuit
INTU
$81.1B
$8.21M 0.01%
18,996
+7,010
+58% +$3.34M
TDW icon
361
Tidewater
TDW
$3.91B
$8.16M 0.01%
97,719
+40,588
+71% +$2.82M
DY icon
362
Dycom Industries
DY
$12.9B
$8.13M 0.01%
23,980
-2,946
-11% -$1.11M
FUL icon
363
H.B. Fuller
FUL
$3B
$8.03M 0.01%
130,110
+30,634
+31% +$1.88M
IEFA icon
364
iShares Core MSCI EAFE ETF
IEFA
$186B
$7.98M 0.01%
88,199
-264
-0.3% -$24.6K
SPGI icon
365
S&P Global
SPGI
$126B
$7.92M 0.01%
18,614
-573,875
-97% -$266M
AXP icon
366
American Express
AXP
$223B
$7.9M 0.01%
26,123
+1,034
+4% +$347K
VGT icon
367
Vanguard Information Technology ETF
VGT
$139B
$7.9M 0.01%
90,552
+39,952
+79% +$3.68M
SANM icon
368
Sanmina
SANM
$11.2B
$7.87M 0.01%
60,674
+14,163
+30% +$2.08M
MMYT icon
369
MakeMyTrip
MMYT
$4.67B
$7.79M 0.01%
209,034
+102,624
+96% +$5.94M
EEM icon
370
iShares MSCI Emerging Markets ETF
EEM
$28B
$7.76M 0.01%
136,708
+1,956
+1% +$115K
VIAV icon
371
Viavi Solutions
VIAV
$9.75B
$7.75M 0.01%
232,907
-293
-0.1% -$7.74K
PARR icon
372
Par Pacific Holdings
PARR
$3.88B
$7.72M 0.01%
123,303
+42,869
+53% +$1.92M
ADI icon
373
Analog Devices
ADI
$181B
$7.69M 0.01%
24,178
+1,041
+4% +$331K
BBJP icon
374
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
$7.59M 0.01%
110,212
-6,445
-6% -$455K
AWI icon
375
Armstrong World Industries
AWI
$6.86B
$7.59M 0.01%
46,058
+10,165
+28% +$1.86M
13 14
15
16 17

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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.