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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
CALM icon
501
Cal-Maine
CALM
$4.28B
$4.68M 0.01%
59,116
+22,233
+60% +$1.83M
LFUS icon
502
Littelfuse
LFUS
$10.2B
$4.68M 0.01%
13,787
+21
+0.2% +$6.82K
RVMD icon
503
Revolution Medicines
RVMD
$40.2B
$4.67M 0.01%
48,062
-69,600
-59% -$7.03M
KLIC icon
504
Kulicke & Soffa
KLIC
$5.3B
$4.67M 0.01%
71,082
-1,140
-2% -$72.4K
BNS icon
505
Scotiabank
BNS
$106B
$4.66M 0.01%
67,445
+2,927
+5% +$215K
PRIM icon
506
Primoris Services
PRIM
$4.69B
$4.64M 0.01%
32,416
+32,339
+41,999% +$4.73M
WSFS icon
507
WSFS Financial
WSFS
$4.16B
$4.64M 0.01%
70,823
+70,480
+20,548% +$4.44M
SE icon
508
Sea Limited
SE
$61.2B
$4.62M 0.01%
55,818
+17,665
+46% +$1.89M
MFC icon
509
Manulife Financial
MFC
$72.6B
$4.62M 0.01%
134,475
+1,308
+1% +$47.1K
ADBE icon
510
Adobe
ADBE
$89.5B
$4.57M 0.01%
18,790
+420
+2% +$116K
RLAY icon
511
Relay Therapeutics
RLAY
$4.02B
$4.56M 0.01%
457,869
– –
TMDX icon
512
Transmedics
TMDX
$2.5B
$4.55M 0.01%
45,821
+12,812
+39% +$1.67M
WU icon
513
Western Union
WU
$2.57B
$4.55M 0.01%
520,779
+179,423
+53% +$1.7M
MTRN icon
514
Materion
MTRN
$5.01B
$4.54M 0.01%
31,410
-304
-1% -$44.2K
PAHC icon
515
Phibro Animal Health
PAHC
$1.38B
$4.51M 0.01%
81,509
+125
+0.2% +$5.95K
BNL icon
516
Broadstone Net Lease
BNL
$4.29B
$4.5M 0.01%
246,182
-18
-0% -$339
UNIT
517
Uniti Group
UNIT
$2.63B
$4.49M 0.01%
478,910
– –
BIV icon
518
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$4.49M 0.01%
58,188
+1,958
+3% +$152K
UBS icon
519
UBS Group
UBS
$170B
$4.46M 0.01%
114,202
+53,621
+89% +$2.29M
TPH
520
DELISTED
Tri Pointe Homes
TPH
$4.46M 0.01%
95,420
-52
-0.1% -$2.12K
ANIP icon
521
ANI Pharmaceuticals
ANIP
$1.77B
$4.45M 0.01%
57,909
+19,800
+52% +$1.55M
DCH
522
Dauch Corp
DCH
$1.3B
$4.45M 0.01%
749,824
+233,000
+45% +$1.62M
VSXY
523
Victoria's Secret
VSXY
$6.64B
$4.41M 0.01%
95,167
+30,589
+47% +$1.71M
TGTX icon
524
TG Therapeutics
TGTX
$8.58B
$4.4M 0.01%
132,555
+603
+0.5% +$18K
SCHL icon
525
Scholastic
SCHL
$796M
$4.39M 0.01%
112,516
– –
19 20
21
22 23

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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.