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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
LHX icon
76
L3Harris
LHX
$55.8B
$197M 0.31%
570,007
+4,081
+0.7% +$1.43M
ULS icon
77
UL Solutions
ULS
$17.5B
$194M 0.31%
2,265,772
+44,103
+2% +$3.48M
TW icon
78
Tradeweb Markets
TW
$21.3B
$191M 0.3%
1,626,599
+54,094
+3% +$6.19M
MELI icon
79
Mercado Libre
MELI
$91.2B
$188M 0.3%
108,809
+3,637
+3% +$7.02M
HD icon
80
Home Depot
HD
$324B
$188M 0.3%
571,585
+20,171
+4% +$7.35M
IBM icon
81
IBM
IBM
$195B
$187M 0.29%
770,245
-70,162
-8% -$19M
APG icon
82
APi Group
APG
$17.1B
$186M 0.29%
4,581,197
-412,471
-8% -$17.5M
TMO icon
83
Thermo Fisher Scientific
TMO
$213B
$182M 0.29%
370,265
+4,969
+1% +$2.7M
IDXX icon
84
Idexx Laboratories
IDXX
$42.5B
$179M 0.28%
319,265
+7,916
+3% +$5.08M
WAB icon
85
Wabtec
WAB
$50.3B
$179M 0.28%
717,387
-380,459
-35% -$92M
SPY icon
86
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$179M 0.28%
275,528
-58,714
-18% -$39.9M
JBHT icon
87
JB Hunt Transport Services
JBHT
$27.2B
$178M 0.28%
840,516
-165,861
-16% -$35.3M
RCL icon
88
Royal Caribbean
RCL
$76B
$173M 0.27%
629,519
-1,777
-0.3% -$529K
RRX icon
89
Regal Rexnord
RRX
$14.2B
$172M 0.27%
916,054
+894,527
+4,155% +$166M
LRCX icon
90
Lam Research
LRCX
$400B
$170M 0.27%
794,104
+755,462
+1,955% +$169M
ETN icon
91
Eaton
ETN
$161B
$169M 0.27%
473,192
+14,930
+3% +$5.31M
BJ icon
92
BJs Wholesale Club
BJ
$11.7B
$168M 0.26%
1,711,586
-153,776
-8% -$14.8M
DASH icon
93
DoorDash
DASH
$74B
$168M 0.26%
1,119,595
+20,351
+2% +$3.76M
VZ icon
94
Verizon
VZ
$183B
$167M 0.26%
3,332,840
-99,793
-3% -$4.63M
TEL icon
95
TE Connectivity
TEL
$57.6B
$167M 0.26%
797,799
+6,813
+0.9% +$1.5M
VUG icon
96
Vanguard Growth ETF
VUG
$217B
$159M 0.25%
2,188,512
+222,252
+11% +$17.3M
CAH icon
97
Cardinal Health
CAH
$52.9B
$158M 0.25%
750,038
+739,553
+7,053% +$159M
DUK icon
98
Duke Energy
DUK
$101B
$157M 0.25%
1,200,569
+17,355
+1% +$2.17M
MDLN
99
Medline Inc
MDLN
$31.8B
$156M 0.25%
3,504,006
+3,495,136
+39,404% +$154M
UNP icon
100
Union Pacific
UNP
$181B
$155M 0.24%
639,715
+9,799
+2% +$2.4M
2 3
4
5 6

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Mitsubishi UFJ Financial Group
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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.