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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
SMTC icon
401
Semtech
SMTC
$11.7B
$6.87M 0.01%
89,286
+25,947
+41% +$2.13M
BANC icon
402
Banc of California
BANC
$3.28B
$6.8M 0.01%
386,677
+90,146
+30% +$1.72M
MCO icon
403
Moody's
MCO
$82.4B
$6.75M 0.01%
15,474
+3,407
+28% +$1.61M
ENB icon
404
Enbridge
ENB
$124B
$6.7M 0.01%
124,072
-2,178
-2% -$111K
SPSC icon
405
SPS Commerce
SPSC
$2.25B
$6.66M 0.01%
119,627
+21,419
+22% +$1.54M
WFC icon
406
Wells Fargo
WFC
$261B
$6.59M 0.01%
82,831
-2,171
-3% -$186K
NSA
407
DELISTED
National Storage Affiliates Trust
NSA
$6.57M 0.01%
173,985
+60,355
+53% +$2.04M
WSC icon
408
WillScot Mobile Mini Holdings
WSC
$4.8B
$6.56M 0.01%
378,048
+90,160
+31% +$1.84M
GTES icon
409
Gates Industrial Corporation Ltd.
GTES
$6.81B
$6.49M 0.01%
287,151
-403
-0.1% -$9.8K
KMX icon
410
CarMax
KMX
$8.27B
$6.49M 0.01%
156,121
+34,211
+28% +$1.5M
SFL icon
411
SFL Corp
SFL
$1.59B
$6.49M 0.01%
601,342
+206,000
+52% +$1.99M
SIG icon
412
Signet Jewelers
SIG
$3.55B
$6.46M 0.01%
76,274
+11,926
+19% +$1.09M
GLW icon
413
Corning
GLW
$126B
$6.44M 0.01%
47,389
+4,736
+11% +$571K
ARCB icon
414
ArcBest
ARCB
$3.44B
$6.39M 0.01%
64,931
+20,073
+45% +$1.9M
APH icon
415
Amphenol
APH
$188B
$6.37M 0.01%
50,422
+5,038
+11% +$709K
PNC icon
416
PNC Financial Services
PNC
$100B
$6.35M 0.01%
30,492
+3,816
+14% +$831K
T icon
417
AT&T
T
$165B
$6.31M 0.01%
217,768
+90,417
+71% +$2.42M
PLTR icon
418
Palantir
PLTR
$295B
$6.31M 0.01%
43,152
+3,633
+9% +$555K
Q
419
Qnity Electronics Inc
Q
$28.3B
$6.24M 0.01%
54,122
+517
+1% +$54.9K
XLK icon
420
State Street Technology Select Sector SPDR ETF
XLK
$115B
$6.22M 0.01%
46,824
+406
+0.9% +$57.2K
CVSA
421
Covista Inc
CVSA
$3.94B
$6.22M 0.01%
53,958
+15,743
+41% +$1.68M
AEM icon
422
Agnico Eagle Mines
AEM
$72.6B
$6.11M 0.01%
30,210
-401
-1% -$83.5K
POWL icon
423
Powell Industries
POWL
$8.46B
$6.11M 0.01%
33,849
+33,633
+15,571% +$5.5M
DOCN icon
424
DigitalOcean
DOCN
$14.4B
$6.08M 0.01%
70,888
+82
+0.1% +$5.17K
DINO icon
425
HF Sinclair
DINO
$15.9B
$6.04M 0.01%
96,749
+33,468
+53% +$1.81M
15 16
17
18 19

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.