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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
(-2.3%)
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$324M |
| 2 |
Eli Lilly
LLY
|
+$276M |
| 3 |
McDonald's
MCD
|
+$240M |
| 4 |
XPO
XPO
|
+$233M |
| 5 |
Microsoft
MSFT
|
+$225M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$439M |
| 2 |
UnitedHealth
UNH
|
+$373M |
| 3 |
Boston Scientific
BSX
|
+$308M |
| 4 |
S&P Global
SPGI
|
+$266M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Automatic Data Processing
ADP
$100B
| $5.08M | 0.01% |
25,030
-196,346
| -89% | -$45M |
|
477
BioMarin Pharmaceuticals
BMRN
$11.5B
| $5.05M | 0.01% |
89,439
+26,403
| +42% | +$1.54M |
|
478
Vicor
VICR
$9.62B
| $5.05M | 0.01% |
31,359
+30
| +0.1% | +$4.96K |
|
479
Noble Corp
NE
$6.9B
| $5.04M | 0.01% |
102,736
| – | – |
|
480
Matsons
MATX
$6.37B
| $5.02M | 0.01% |
30,624
+104
| +0.3% | +$16.2K |
|
481
Seagate
STX
$193B
| $5M | 0.01% |
12,773
-70
| -0.5% | -$26.7K |
|
482
WD-40
WDFC
$3.1B
| $5M | 0.01% |
24,522
+7,522
| +44% | +$1.68M |
|
|
EFOR
483
Everforth Inc
EFOR
$845M
| $4.97M | 0.01% |
128,477
+36,523
| +40% | +$1.63M |
|
484
Arrowhead Research
ARWR
$12.1B
| $4.96M | 0.01% |
79,140
+27,345
| +53% | +$1.73M |
|
485
Madison Square Garden
MSGS
$9.54B
| $4.94M | 0.01% |
15,362
+26
| +0.2% | +$7.75K |
|
486
Martin Marietta Materials
MLM
$33.6B
| $4.89M | 0.01% |
8,309
+327
| +4% | +$209K |
|
487
Photronics
PLAB
$1.79B
| $4.89M | 0.01% |
121,035
| – | – |
|
488
First Interstate BancSystem
FIBK
$3.7B
| $4.87M | 0.01% |
145,853
+54,765
| +60% | +$1.96M |
|
489
Viatris
VTRS
$20.1B
| $4.85M | 0.01% |
359,144
+5,137
| +1% | +$71.9K |
|
490
Kinross Gold
KGC
$28.5B
| $4.84M | 0.01% |
158,922
+2,119
| +1% | +$69.4K |
|
491
Valero Energy
VLO
$89.8B
| $4.84M | 0.01% |
19,595
+7,646
| +64% | +$1.58M |
|
492
Columbia Sportswear
COLM
$3.19B
| $4.81M | 0.01% |
87,764
+29,974
| +52% | +$1.72M |
|
493
Plexus
PLXS
$6.81B
| $4.79M | 0.01% |
23,658
+28
| +0.1% | +$5.32K |
|
494
Nurix Therapeutics
NRIX
$2.43B
| $4.74M | 0.01% |
306,003
| – | – |
|
|
AAT
495
American Assets Trust
AAT
$1.49B
| $4.72M | 0.01% |
256,158
+88,533
| +53% | +$1.66M |
|
496
Highwoods Properties
HIW
$3.71B
| $4.71M | 0.01% |
219,980
+65,389
| +42% | +$1.57M |
|
497
Viasat
VSAT
$9.79B
| $4.71M | 0.01% |
102,768
+57
| +0.1% | +$2.56K |
|
498
Blackstone
BX
$104B
| $4.7M | 0.01% |
40,911
-634,933
| -94% | -$82.6M |
|
499
Canadian Natural Resources
CNQ
$96.9B
| $4.69M | 0.01% |
96,369
-125
| -0.1% | -$5.14K |
|
500
Mitsubishi UFJ Financial
MUFG
$258B
| $4.69M | 0.01% |
276,412
-68,782
| -20% | -$1.22M |
|
Similar funds
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.