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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 | |
|---|---|---|---|---|---|---|
926
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $1.13M | ﹤0.01% |
18,378
+446
| +2% | +$23.9K |
|
927
F5
FFIV
$22.1B
| $1.11M | ﹤0.01% |
3,855
+530
| +16% | +$147K |
|
928
Monolithic Power Systems
MPWR
$65.5B
| $1.11M | ﹤0.01% |
1,018
+86
| +9% | +$94K |
|
929
Genuine Parts
GPC
$17.1B
| $1.11M | ﹤0.01% |
10,502
-313,935
| -97% | -$38.9M |
|
930
Old Dominion Freight Line
ODFL
$48.5B
| $1.11M | ﹤0.01% |
5,658
+403
| +8% | +$75.2K |
|
931
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
| $1.08M | ﹤0.01% |
+21,537
| New | +$1.09M |
|
932
ProShares UltraPro QQQ
TQQQ
$31.1B
| $1.08M | ﹤0.01% |
26,000
-8,000
| -24% | -$400K |
|
933
United Airlines
UAL
$38.4B
| $1.08M | ﹤0.01% |
11,777
-494
| -4% | -$51.8K |
|
934
Public Storage
PSA
$60.2B
| $1.08M | ﹤0.01% |
4,000
+664
| +20% | +$190K |
|
935
Loews
L
$24.3B
| $1.08M | ﹤0.01% |
10,129
-29,653
| -75% | -$3.17M |
|
936
Omnicom Group
OMC
$22.7B
| $1.08M | ﹤0.01% |
14,346
-2,879
| -17% | -$223K |
|
937
KT
KT
$8.84B
| $1.07M | ﹤0.01% |
50,093
+31,327
| +167% | +$673K |
|
938
Pultegroup
PHM
$24.5B
| $1.06M | ﹤0.01% |
9,036
+910
| +11% | +$117K |
|
939
Hartford Financial Services
HIG
$38.5B
| $1.05M | ﹤0.01% |
7,786
-5,181
| -40% | -$707K |
|
940
Avnet
AVT
$7.33B
| $1.04M | ﹤0.01% |
16,933
-4,194
| -20% | -$249K |
|
941
Consolidated Edison
ED
$41.6B
| $1.04M | ﹤0.01% |
9,167
+699
| +8% | +$75.7K |
|
942
Tapestry
TPR
$28.8B
| $1.02M | ﹤0.01% |
7,245
+582
| +9% | +$82.5K |
|
943
Cognizant
CTSH
$21.5B
| $1.01M | ﹤0.01% |
16,536
-1,483
| -8% | -$106K |
|
944
United Parcel Service
UPS
$97.6B
| $1.01M | ﹤0.01% |
10,283
+4,043
| +65% | +$434K |
|
945
Church & Dwight Co
CHD
$23.1B
| $999K | ﹤0.01% |
10,707
+11
| +0.1% | +$1.06K |
|
946
Vanguard Mega Cap Growth ETF
MGK
$31.9B
| $999K | ﹤0.01% |
13,595
| – | – |
|
947
Hewlett Packard
HPE
$63.2B
| $986K | ﹤0.01% |
41,380
-2,826
| -6% | -$62.6K |
|
948
East-West Bancorp
EWBC
$17.9B
| $977K | ﹤0.01% |
9,155
+40
| +0.4% | +$4.51K |
|
949
Xylem
XYL
$28.5B
| $975K | ﹤0.01% |
8,154
-3,209
| -28% | -$421K |
|
950
SBA Communications
SBAC
$18.4B
| $973K | ﹤0.01% |
5,653
-89
| -2% | -$16.7K |
|
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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.