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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
IRDM icon
426
Iridium Communications
IRDM
$4.85B
$6.03M 0.01%
217,485
+217,088
+54,682% +$4.89M
JJSF icon
427
J&J Snack Foods
JJSF
$1.43B
$6.03M 0.01%
76,037
+19,908
+35% +$1.72M
CENX icon
428
Century Aluminum
CENX
$4.57B
$6.02M 0.01%
102,496
+103
+0.1% +$5.16K
WAFD icon
429
WaFd
WAFD
$2.72B
$6M 0.01%
191,044
+52,500
+38% +$1.69M
SBUX icon
430
Starbucks
SBUX
$118B
$6M 0.01%
66,925
+6,132
+10% +$580K
CRC icon
431
California Resources
CRC
$4.75B
$5.98M 0.01%
86,412
+1,174
+1% +$66.4K
HTH icon
432
Hilltop Holdings
HTH
$2.29B
$5.92M 0.01%
165,263
+49,900
+43% +$1.83M
MDU icon
433
MDU Resources
MDU
$4.44B
$5.91M 0.01%
285,186
+91,140
+47% +$1.87M
FTDR icon
434
Frontdoor
FTDR
$5.02B
$5.84M 0.01%
110,559
+30,576
+38% +$1.82M
AMAL icon
435
Amalgamated Financial
AMAL
$1.48B
$5.84M 0.01%
150,263
+47,770
+47% +$1.81M
PH icon
436
Parker-Hannifin
PH
$125B
$5.84M 0.01%
6,521
+362
+6% +$343K
FTI icon
437
TechnipFMC
FTI
$30.6B
$5.83M 0.01%
84,335
– –
IWP icon
438
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$5.81M 0.01%
45,361
– –
JBGS
439
JBG SMITH
JBGS
$846M
$5.81M 0.01%
397,711
+102,557
+35% +$1.64M
VOYA icon
440
Voya Financial
VOYA
$8.94B
$5.76M 0.01%
84,340
+23,032
+38% +$1.67M
AHCO icon
441
AdaptHealth
AHCO
$1.46B
$5.75M 0.01%
482,937
+156,095
+48% +$1.6M
TFX icon
442
Teleflex
TFX
$5.85B
$5.72M 0.01%
47,798
+11,180
+31% +$1.23M
PTGX icon
443
Protagonist Therapeutics
PTGX
$8.75B
$5.71M 0.01%
54,178
+16
+0% +$1.42K
FHB icon
444
First Hawaiian
FHB
$3.42B
$5.69M 0.01%
230,841
+67,083
+41% +$1.73M
MTB icon
445
M&T Bank
MTB
$36.2B
$5.68M 0.01%
27,500
+4,493
+20% +$967K
FLNG icon
446
FLEX LNG
FLNG
$1.67B
$5.68M 0.01%
191,231
+67,500
+55% +$1.87M
NBHC icon
447
National Bank Holdings
NBHC
$1.94B
$5.66M 0.01%
144,522
+43,200
+43% +$1.73M
XLF icon
448
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$5.66M 0.01%
114,595
+5,564
+5% +$290K
BMO icon
449
Bank of Montreal
BMO
$125B
$5.66M 0.01%
41,906
+1,415
+3% +$197K
EWY icon
450
iShares MSCI South Korea ETF
EWY
$21.7B
$5.66M 0.01%
45,996
-6,653
-13% -$833K
16 17
18
19 20

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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.