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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
PHIN icon
451
Phinia Inc
PHIN
$2.9B
$5.61M 0.01%
82,024
+26,033
+46% +$1.82M
ALKS icon
452
Alkermes
ALKS
$8.82B
$5.6M 0.01%
158,397
+757
+0.5% +$23.5K
DEI icon
453
Douglas Emmett
DEI
$2.06B
$5.55M 0.01%
589,506
+162,537
+38% +$1.67M
POWI icon
454
Power Integrations
POWI
$3.54B
$5.54M 0.01%
108,288
+1,310
+1% +$60.1K
BKU icon
455
Bankunited
BKU
$3.38B
$5.5M 0.01%
121,691
+38,704
+47% +$1.81M
PGR icon
456
Progressive
PGR
$124B
$5.49M 0.01%
27,683
+4,492
+19% +$927K
FULT icon
457
Fulton Financial
FULT
$4.7B
$5.48M 0.01%
269,443
+87,276
+48% +$1.8M
MCHI icon
458
iShares MSCI China ETF
MCHI
$6.04B
$5.45M 0.01%
97,000
– –
SPNT icon
459
SiriusPoint
SPNT
$2.98B
$5.43M 0.01%
252,246
+84,589
+50% +$1.74M
CB icon
460
Chubb
CB
$140B
$5.42M 0.01%
16,639
+2,389
+17% +$766K
ON icon
461
ON Semiconductor
ON
$33.8B
$5.41M 0.01%
87,292
+9,715
+13% +$610K
DVN icon
462
Devon Energy
DVN
$51.9B
$5.39M 0.01%
107,158
+819
+0.8% +$35.1K
BFH icon
463
Bread Financial
BFH
$4.21B
$5.32M 0.01%
71,078
+21,471
+43% +$1.58M
SHW icon
464
Sherwin-Williams
SHW
$78.3B
$5.3M 0.01%
16,519
-592,553
-97% -$204M
ACIW icon
465
ACI Worldwide
ACIW
$5.72B
$5.27M 0.01%
128,565
+38,756
+43% +$1.63M
YOU icon
466
Clear Secure
YOU
$5.26B
$5.26M 0.01%
108,731
-1,049
-1% -$41.8K
MYRG icon
467
MYR Group
MYRG
$5.9B
$5.26M 0.01%
18,618
+10
+0.1% +$2.6K
TDG icon
468
TransDigm Group
TDG
$69.2B
$5.25M 0.01%
4,532
+335
+8% +$439K
DD icon
469
DuPont de Nemours
DD
$18.6B
$5.25M 0.01%
38,222
+832
+2% +$115K
KRYS icon
470
Krystal Biotech
KRYS
$9.88B
$5.24M 0.01%
20,285
+25
+0.1% +$6.65K
NSC icon
471
Norfolk Southern
NSC
$78.8B
$5.18M 0.01%
18,047
-96
-0.5% -$28.5K
QCOM icon
472
Qualcomm
QCOM
$176B
$5.17M 0.01%
40,132
-1,080,186
-96% -$158M
GVA icon
473
Granite Construction
GVA
$5.45B
$5.12M 0.01%
42,682
+4
+0% +$499
DECK icon
474
Deckers Outdoor
DECK
$13.3B
$5.11M 0.01%
51,071
+15,750
+45% +$1.69M
INVX
475
Innovex International
INVX
$1.87B
$5.09M 0.01%
208,753
+74,600
+56% +$1.87M
17 18
19
20 21

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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.