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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
CLX icon
976
Clorox
CLX
$11.6B
$861K ﹤0.01%
8,307
-6,462
-44% -$733K
PFG icon
977
Principal Financial Group
PFG
$23.6B
$857K ﹤0.01%
9,504
+89
+0.9% +$8.13K
DFIC icon
978
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$853K ﹤0.01%
24,000
– –
PODD icon
979
Insulet
PODD
$11.3B
$845K ﹤0.01%
4,024
+442
+12% +$111K
POOL icon
980
Pool Corp
POOL
$6.7B
$841K ﹤0.01%
4,159
+2,222
+115% +$524K
TNL icon
981
Travel + Leisure Co
TNL
$4.54B
$839K ﹤0.01%
12,130
+3,286
+37% +$237K
RMD icon
982
ResMed
RMD
$28.3B
$833K ﹤0.01%
3,711
+246
+7% +$61.3K
VRSN icon
983
VeriSign
VRSN
$25.3B
$833K ﹤0.01%
3,360
+979
+41% +$233K
DOV icon
984
Dover
DOV
$27.2B
$825K ﹤0.01%
3,961
+615
+18% +$131K
DLTR icon
985
Dollar Tree
DLTR
$23.1B
$824K ﹤0.01%
7,518
+933
+14% +$114K
HBAN icon
986
Huntington Bancshares
HBAN
$35.1B
$824K ﹤0.01%
52,620
+37,451
+247% +$640K
SXI icon
987
Standex International
SXI
$3.68B
$824K ﹤0.01%
3,233
-4,820
-60% -$1.21M
AAON icon
988
Aaon
AAON
$8.41B
$817K ﹤0.01%
9,878
-9,510
-49% -$864K
PYPL icon
989
PayPal
PYPL
$49.5B
$817K ﹤0.01%
18,055
+39
+0.2% +$1.88K
BOTZ icon
990
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$810K ﹤0.01%
24,380
– –
FOXA icon
991
Fox Class A
FOXA
$23.2B
$809K ﹤0.01%
13,855
+552
+4% +$35.2K
CC icon
992
Chemours
CC
$2.59B
$807K ﹤0.01%
36,666
-483
-1% -$8.41K
CMG icon
993
Chipotle Mexican Grill
CMG
$40.8B
$807K ﹤0.01%
25,172
-11,017
-30% -$407K
GSK icon
994
GSK
GSK
$103B
$804K ﹤0.01%
14,562
+704
+5% +$38.1K
CFG icon
995
Citizens Financial Group
CFG
$30.4B
$801K ﹤0.01%
13,340
-415
-3% -$25.5K
NRC icon
996
NRC Health Common Stock
NRC
$474M
$800K ﹤0.01%
47,110
– –
MPLX icon
997
MPLX
MPLX
$59.5B
$799K ﹤0.01%
14,010
– –
TYL icon
998
Tyler Technologies
TYL
$12.2B
$799K ﹤0.01%
2,334
+464
+25% +$173K
EXC icon
999
Exelon
EXC
$48.6B
$796K ﹤0.01%
16,210
-10,473
-39% -$487K
NI icon
1000
NiSource
NI
$22.4B
$794K ﹤0.01%
17,017
-906
-5% -$40.8K
38 39
40
41 42

Similar funds

Renaissance Technologies
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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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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.