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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
KFRC icon
651
Kforce
KFRC
$983M
$3.25M 0.01%
110,966
+2,423
+2% +$73.6K
BKMI
652
BNY Mellon Municipal Intermediate ETF
BKMI
$1.68B
$3.24M 0.01%
+124,305
New +$3.3M
COLL icon
653
Collegium Pharmaceutical
COLL
$1.14B
$3.24M 0.01%
98,020
+31,800
+48% +$1.35M
TECH icon
654
Bio-Techne
TECH
$11.2B
$3.24M 0.01%
61,962
-9,722
-14% -$584K
ONEQ icon
655
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$3.24M 0.01%
38,105
+310
+0.8% +$27.8K
IT icon
656
Gartner
IT
$9.41B
$3.23M 0.01%
20,382
-759,968
-97% -$140M
BFC icon
657
Bank First Corp
BFC
$1.67B
$3.21M 0.01%
23,764
– –
SCHD icon
658
Schwab US Dividend Equity ETF
SCHD
$102B
$3.21M 0.01%
104,590
-23,018
-18% -$698K
PRK icon
659
Park National Corp
PRK
$3.41B
$3.2M 0.01%
19,584
+31
+0.2% +$5.07K
USB icon
660
US Bancorp
USB
$99.6B
$3.2M 0.01%
61,517
+657
+1% +$36.1K
IIPR icon
661
Innovative Industrial Properties
IIPR
$1.78B
$3.19M 0.01%
63,658
+84
+0.1% +$4.24K
ST icon
662
Sensata Technologies
ST
$6.65B
$3.19M 0.01%
90,660
+189
+0.2% +$6.69K
CPF icon
663
Central Pacific Financial
CPF
$997M
$3.19M 0.01%
99,831
– –
STBA icon
664
S&T Bancorp
STBA
$1.86B
$3.18M 0.01%
76,070
– –
DJCO icon
665
Daily Journal
DJCO
$792M
$3.17M 0.01%
6,575
– –
FHN icon
666
First Horizon
FHN
$12.1B
$3.16M 0.01%
138,920
+425
+0.3% +$10.2K
SNDR icon
667
Schneider National
SNDR
$6.59B
$3.16M 0.01%
119,940
-386
-0.3% -$10.7K
CALX icon
668
Calix
CALX
$2.27B
$3.15M 0.01%
64,372
+88
+0.1% +$4.62K
CXW icon
669
CoreCivic
CXW
$3.1B
$3.15M ﹤0.01%
166,475
+742
+0.4% +$14K
MD icon
670
Pediatrix Medical
MD
$2.16B
$3.15M ﹤0.01%
147,176
– –
HCSG icon
671
Healthcare Services Group
HCSG
$1.56B
$3.14M ﹤0.01%
169,485
-732
-0.4% -$14.4K
HSBC icon
672
HSBC
HSBC
$355B
$3.14M ﹤0.01%
38,056
+36,173
+1,921% +$3.06M
FDX icon
673
FedEx
FDX
$74.5B
$3.13M ﹤0.01%
8,799
+402
+5% +$140K
GRBK icon
674
Green Brick Partners
GRBK
$3.13B
$3.13M ﹤0.01%
48,493
+72
+0.1% +$5.07K
PRI icon
675
Primerica
PRI
$9.81B
$3.13M ﹤0.01%
12,475
+7
+0.1% +$1.8K
25 26
27
28 29

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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.