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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+24.45%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$72.7B
AUM Growth
+$9.11B
Cap. Flow
+$211M
Cap. Flow %
0.29%
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$691M
2
DRAM
Roundhill Memory ETF
DRAM
+$486M
3
AMD icon
Advanced Micro Devices
AMD
+$469M
4
BMO icon
Bank of Montreal
BMO
+$224M
5
FDX icon
FedEx
FDX
+$214M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$316M
2
MSFT icon
Microsoft
MSFT
+$315M
3
AVGO icon
Broadcom
AVGO
+$289M
4
FTNT icon
Fortinet
FTNT
+$284M
5
CME icon
CME Group
CME
+$263M

Sector Composition

Rank Sector Weight
1 Technology 30.3%
2 Industrials 12.04%
3 Financials 10.39%
4 Miscellaneous 10.1%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
576
Agnico Eagle Mines
AEM
$102B
$4.97M 0.01%
32,065
+1,855
+6% +$344K
ING icon
577
ING
ING
$106B
$4.97M 0.01%
158,249
+6,158
+4% +$182K
MCHI icon
578
iShares MSCI China ETF
MCHI
$6.22B
$4.96M 0.01%
97,269
+269
+0.3% +$15.1K
LXP icon
579
LXP Industrial Trust
LXP
$3.58B
$4.96M 0.01%
92,036
-52
-0.1% -$2.68K
NTCT icon
580
NETSCOUT
NTCT
$2.69B
$4.95M 0.01%
113,617
– –
NHC icon
581
National Healthcare
NHC
$3.46B
$4.95M 0.01%
23,401
+30
+0.1% +$5.51K
GWW icon
582
W.W. Grainger
GWW
$60.7B
$4.91M 0.01%
3,607
+48
+1% +$59.1K
WLY icon
583
John Wiley & Sons Class A
WLY
$2.47B
$4.88M 0.01%
100,689
+83
+0.1% +$3.49K
MHK icon
584
Mohawk Industries
MHK
$8.79B
$4.88M 0.01%
40,218
+165
+0.4% +$17.4K
DD icon
585
DuPont de Nemours
DD
$17.7B
$4.87M 0.01%
35,895
-2,327
-6% -$330K
CRM icon
586
Salesforce
CRM
$205B
$4.87M 0.01%
31,057
-6,103
-16% -$1.07M
PII icon
587
Polaris
PII
$3.49B
$4.81M 0.01%
70,240
+90
+0.1% +$5.8K
PLTR icon
588
Palantir
PLTR
$409B
$4.8M 0.01%
41,169
-1,983
-5% -$271K
ANIP icon
589
ANI Pharmaceuticals
ANIP
$1.61B
$4.79M 0.01%
57,909
– –
DVY icon
590
iShares Select Dividend ETF
DVY
$23.7B
$4.79M 0.01%
30,627
+3,544
+13% +$546K
CLSK icon
591
CleanSpark
CLSK
$3.46B
$4.76M 0.01%
326,968
+324,087
+11,249% +$4.57M
CALM icon
592
Cal-Maine
CALM
$3.5B
$4.75M 0.01%
58,922
-194
-0.3% -$15K
KMPR icon
593
Kemper
KMPR
$1.57B
$4.74M 0.01%
175,718
+175,213
+34,696% +$5.1M
MSGE icon
594
Madison Square Garden
MSGE
$3.63B
$4.73M 0.01%
58,470
– –
CENX icon
595
Century Aluminum
CENX
$4.75B
$4.72M 0.01%
102,496
– –
CTS icon
596
CTS Corp
CTS
$1.62B
$4.71M 0.01%
72,204
– –
RDN icon
597
Radian Group
RDN
$4.77B
$4.69M 0.01%
124,602
+56
+0% +$1.99K
MTH icon
598
Meritage Homes
MTH
$4.2B
$4.67M 0.01%
55,672
-733
-1% -$50.1K
INDV icon
599
Indivior Pharmaceuticals
INDV
$4.05B
$4.67M 0.01%
113,703
+160
+0.1% +$5.8K
LOW icon
600
Lowe's Companies
LOW
$113B
$4.66M 0.01%
21,140
-837,985
-98% -$190M
22 23
24
25 26

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Bessemer Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bessemer Group held 2,705 positions worth $72.7B, up 14% from $63.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bessemer Group's Q2 2026 filing shows 174 new, 951 increased, 819 reduced and 152 closed positions. Its largest new stake was Roundhill Memory ETF: 9,329,592 shares worth $689M. The largest sale was Visa, an estimated $316M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q2 2026 buy was Roundhill Memory ETF: 9,329,592 shares worth $689M.
  • Bessemer Group added most to Tesla in Q2 2026, an estimated $691M increase.
  • Bessemer Group's biggest Q2 2026 reduction was Visa, cutting an estimated $316M.
  • Bessemer Group fully exited Tri Pointe Homes in Q2 2026, selling an estimated $4.46M.
  • Bessemer Group's ten largest holdings make up 32% of its $72.7B portfolio in Q2 2026.
  • Bessemer Group opened 174 new positions and closed 152 in Q2 2026.
  • Bessemer Group's portfolio value rose 14% quarter-over-quarter to $72.7B.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.