We are live on
!
Find out more
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
(-2.3%)
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$324M |
| 2 |
Eli Lilly
LLY
|
+$276M |
| 3 |
McDonald's
MCD
|
+$240M |
| 4 |
XPO
XPO
|
+$233M |
| 5 |
Microsoft
MSFT
|
+$225M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$439M |
| 2 |
UnitedHealth
UNH
|
+$373M |
| 3 |
Boston Scientific
BSX
|
+$308M |
| 4 |
S&P Global
SPGI
|
+$266M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
801
Sonos
SONO
$1.75B
| $2.17M | ﹤0.01% |
162,231
| – | – |
|
802
TripAdvisor
TRIP
$1.59B
| $2.17M | ﹤0.01% |
203,895
-357
| -0.2% | -$4.16K |
|
803
BlackLine
BL
$1.69B
| $2.17M | ﹤0.01% |
58,544
-297
| -0.5% | -$12.8K |
|
804
Zoetis
ZTS
$31.6B
| $2.14M | ﹤0.01% |
18,130
-1,297
| -7% | -$160K |
|
805
PACCAR
PCAR
$69.6B
| $2.12M | ﹤0.01% |
18,337
+3,031
| +20% | +$366K |
|
806
Alibaba
BABA
$269B
| $2.12M | ﹤0.01% |
16,856
-10,138
| -38% | -$1.52M |
|
807
OR Royalties Inc
OR
$5.47B
| $2.09M | ﹤0.01% |
55,100
| – | – |
|
808
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
| $2.09M | ﹤0.01% |
+40,008
| New | +$2.11M |
|
809
Tractor Supply
TSCO
$16.3B
| $2.08M | ﹤0.01% |
45,935
-14,722
| -24% | -$750K |
|
810
State Street
STT
$50.9B
| $2.08M | ﹤0.01% |
16,426
-214
| -1% | -$27.4K |
|
811
EOG Resources
EOG
$78B
| $2.07M | ﹤0.01% |
14,307
+451
| +3% | +$54.7K |
|
812
Teradyne
TER
$54.8B
| $2.07M | ﹤0.01% |
6,967
+897
| +15% | +$250K |
|
813
Thomson Reuters
TRI
$39.4B
| $2.06M | ﹤0.01% |
22,568
+644
| +3% | +$67.9K |
|
814
Vanguard Russell 2000 ETF
VTWO
$17.3B
| $2.04M | ﹤0.01% |
20,403
-317
| -2% | -$33.1K |
|
815
KKR & Co
KKR
$89.2B
| $2.04M | ﹤0.01% |
22,044
-1,263,124
| -98% | -$133M |
|
816
Comcast
CMCSA
$79.1B
| $2.04M | ﹤0.01% |
70,908
+18,713
| +36% | +$560K |
|
817
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $1.94M | ﹤0.01% |
19,290
-3,950
| -17% | -$406K |
|
818
Edwards Lifesciences
EW
$47.6B
| $1.93M | ﹤0.01% |
24,080
+5,444
| +29% | +$449K |
|
819
Rubrik
RBRK
$15.1B
| $1.89M | ﹤0.01% |
38,667
| – | – |
|
820
Cintas
CTAS
$82.4B
| $1.88M | ﹤0.01% |
11,098
+4,013
| +57% | +$769K |
|
821
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $1.87M | ﹤0.01% |
17,155
-5,102
| -23% | -$563K |
|
822
Cracker Barrel
CBRL
$1.2B
| $1.86M | ﹤0.01% |
66,309
-48,400
| -42% | -$1.47M |
|
823
Marriott International
MAR
$98.7B
| $1.86M | ﹤0.01% |
5,691
+738
| +15% | +$243K |
|
824
eBay
EBAY
$48.6B
| $1.86M | ﹤0.01% |
20,422
+1,387
| +7% | +$125K |
|
825
Brown & Brown
BRO
$22.9B
| $1.86M | ﹤0.01% |
28,517
-8,168
| -22% | -$589K |
|
Similar funds
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.