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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
ANET icon
601
Arista Networks
ANET
$219B
$3.6M 0.01%
29,276
+4,031
+16% +$539K
WERN icon
602
Werner Enterprises
WERN
$2.54B
$3.59M 0.01%
122,031
+121,900
+93,053% +$3.95M
SNCY
603
DELISTED
Sun Country Airlines
SNCY
$3.58M 0.01%
216,854
– –
BOOT icon
604
Boot Barn
BOOT
$4.55B
$3.58M 0.01%
24,466
-55
-0.2% -$9.97K
SWX icon
605
Southwest Gas
SWX
$6.74B
$3.58M 0.01%
41,205
+202
+0.5% +$17.2K
AON icon
606
Aon
AON
$77.3B
$3.57M 0.01%
11,055
+712
+7% +$237K
YUM icon
607
Yum! Brands
YUM
$41B
$3.56M 0.01%
22,917
+159
+0.7% +$25.2K
KTB icon
608
Kontoor Brands
KTB
$4.62B
$3.56M 0.01%
50,645
-60
-0.1% -$3.93K
RVTY icon
609
Revvity
RVTY
$12.3B
$3.56M 0.01%
40,622
+271
+0.7% +$26.8K
SKY icon
610
Champion Homes
SKY
$4.48B
$3.54M 0.01%
47,664
+184
+0.4% +$15.8K
ACLS icon
611
Axcelis
ACLS
$4.12B
$3.54M 0.01%
38,001
+29
+0.1% +$2.57K
GNL icon
612
Global Net Lease
GNL
$1.87B
$3.53M 0.01%
376,707
– –
RAL
613
Ralliant Corp
RAL
$7.77B
$3.5M 0.01%
84,096
-8,085
-9% -$380K
MRSH
614
Marsh
MRSH
$86.3B
$3.5M 0.01%
20,150
+1,908
+10% +$343K
MTH icon
615
Meritage Homes
MTH
$4.87B
$3.49M 0.01%
56,405
-2,578
-4% -$182K
SR icon
616
Spire
SR
$4.92B
$3.48M 0.01%
38,457
+289
+0.8% +$25.4K
INDV icon
617
Indivior Pharmaceuticals
INDV
$4.79B
$3.46M 0.01%
+113,543
New +$3.75M
CTS icon
618
CTS Corp
CTS
$1.72B
$3.45M 0.01%
72,204
– –
TT icon
619
Trane Technologies
TT
$106B
$3.45M 0.01%
8,271
+266
+3% +$113K
TMUS icon
620
T-Mobile US
TMUS
$193B
$3.45M 0.01%
16,414
+2,382
+17% +$489K
HR icon
621
Healthcare Realty
HR
$7.42B
$3.44M 0.01%
202,802
+296
+0.1% +$5.19K
MSGE icon
622
Madison Square Garden
MSGE
$3.61B
$3.44M 0.01%
58,470
– –
HWKN icon
623
Hawkins
HWKN
$2.91B
$3.44M 0.01%
22,415
+32
+0.1% +$4.68K
CPRX
624
DELISTED
Catalyst Pharmaceutical
CPRX
$3.44M 0.01%
138,951
+304
+0.2% +$7.24K
SITC icon
625
SITE Centers
SITC
$230M
$3.43M 0.01%
635,301
+635,100
+315,970% +$3.89M
23 24
25
26 27

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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.