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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
HLT icon
51
Hilton Worldwide
HLT
$72.9B
$267M 0.42%
879,157
+4,962
+0.6% +$1.5M
CLH icon
52
Clean Harbors
CLH
$16.2B
$267M 0.42%
932,027
+16,747
+2% +$4.57M
KLAC icon
53
KLA
KLAC
$286B
$265M 0.42%
1,802,790
+12,910
+0.7% +$1.89M
IBKR icon
54
Interactive Brokers
IBKR
$40.9B
$263M 0.41%
3,922,736
+2,390,247
+156% +$171M
VSS icon
55
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$248M 0.39%
1,698,248
+20,644
+1% +$3.12M
PWR icon
56
Quanta Services
PWR
$98.1B
$234M 0.37%
426,436
+3,123
+0.7% +$1.61M
STE icon
57
Steris
STE
$20.5B
$232M 0.36%
1,048,636
+85,188
+9% +$20.8M
IDEV icon
58
iShares Core MSCI International Developed Markets ETF
IDEV
$30.8B
$231M 0.36%
2,760,114
+568,237
+26% +$48.9M
XBI icon
59
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$231M 0.36%
1,805,630
-47,602
-3% -$5.94M
LIN icon
60
Linde
LIN
$234B
$230M 0.36%
464,011
+444,838
+2,320% +$210M
BN icon
61
Brookfield
BN
$101B
$229M 0.36%
5,661,500
-1,459,259
-20% -$64.7M
KMI icon
62
Kinder Morgan
KMI
$72.9B
$226M 0.36%
6,751,400
+1,055,255
+19% +$33M
NDAQ icon
63
Nasdaq
NDAQ
$51.1B
$224M 0.35%
2,641,041
+12,726
+0.5% +$1.14M
CCL icon
64
Carnival Corporation Ltd
CCL
$34.6B
$220M 0.35%
8,505,005
+4,542
+0.1% +$132K
AEP icon
65
American Electric Power
AEP
$73.4B
$218M 0.34%
1,661,844
+9,158
+0.6% +$1.15M
BKR icon
66
Baker Hughes
BKR
$55.6B
$218M 0.34%
3,565,158
+73,836
+2% +$4.27M
PLD icon
67
Prologis
PLD
$135B
$218M 0.34%
1,646,358
+50,395
+3% +$6.73M
SRE icon
68
Sempra
SRE
$61.1B
$217M 0.34%
2,231,728
+13,410
+0.6% +$1.23M
MSCI icon
69
MSCI
MSCI
$40.2B
$213M 0.34%
395,725
+6,868
+2% +$3.87M
MCK icon
70
McKesson
MCK
$96.5B
$209M 0.33%
241,984
-123,066
-34% -$110M
CCEP icon
71
Coca-Cola Europacific Partners
CCEP
$45.8B
$208M 0.33%
2,289,254
+289,080
+14% +$27.8M
CSL icon
72
Carlisle Companies
CSL
$13.4B
$207M 0.33%
620,699
+17,847
+3% +$6.5M
EMB icon
73
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$205M 0.32%
2,183,616
+122,317
+6% +$11.8M
LOW icon
74
Lowe's Companies
LOW
$113B
$203M 0.32%
859,125
+15,638
+2% +$4.08M
CP icon
75
Canadian Pacific Kansas City
CP
$82B
$200M 0.31%
2,545,049
+2,502,104
+5,826% +$198M
1 2
3
4 5

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.