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 | |
|---|---|---|---|---|---|---|
1026
Ventas
VTR
$48.9B
| $729K | ﹤0.01% |
8,912
+1,694
| +23% | +$139K |
|
1027
Veralto
VLTO
$22.6B
| $724K | ﹤0.01% |
8,182
-410
| -5% | -$39K |
|
1028
CMS Energy
CMS
$23.1B
| $723K | ﹤0.01% |
9,325
+829
| +10% | +$61.5K |
|
1029
Fidelity National Information Services
FIS
$21.5B
| $716K | ﹤0.01% |
15,269
+690
| +5% | +$37.1K |
|
1030
Ryanair
RYAAY
$29.5B
| $713K | ﹤0.01% |
12,335
-129,564
| -91% | -$8.55M |
|
1031
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $713K | ﹤0.01% |
2,769
-396
| -13% | -$109K |
|
1032
CoStar Group
CSGP
$11.3B
| $712K | ﹤0.01% |
17,675
-1,569
| -8% | -$81.7K |
|
1033
Masco
MAS
$16B
| $712K | ﹤0.01% |
11,780
+1,033
| +10% | +$69.9K |
|
1034
Realty Income
O
$61.2B
| $712K | ﹤0.01% |
11,651
+2,562
| +28% | +$160K |
|
1035
Leidos
LDOS
$14.1B
| $708K | ﹤0.01% |
4,553
+2
| +0% | +$359 |
|
1036
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
| $708K | ﹤0.01% |
4,883
+3,571
| +272% | +$516K |
|
1037
Enterprise Products Partners
EPD
$83.8B
| $706K | ﹤0.01% |
18,660
-50,970
| -73% | -$1.8M |
|
1038
Pricesmart
PSMT
$5.75B
| $702K | ﹤0.01% |
4,661
| – | – |
|
1039
GoDaddy
GDDY
$12.3B
| $699K | ﹤0.01% |
8,452
+1,641
| +24% | +$156K |
|
1040
Amprius Technologies
AMPX
$1.31B
| $697K | ﹤0.01% |
41,333
| – | – |
|
1041
Brown-Forman Class A
BF.A
$12.3B
| $695K | ﹤0.01% |
25,952
| – | – |
|
1042
GE HealthCare
GEHC
$27.6B
| $692K | ﹤0.01% |
9,727
+1,470
| +18% | +$116K |
|
1043
Extra Space Storage
EXR
$31.2B
| $689K | ﹤0.01% |
5,261
+639
| +14% | +$90.1K |
|
1044
Diamondback Energy
FANG
$57.6B
| $682K | ﹤0.01% |
3,451
+679
| +24% | +$115K |
|
1045
Gen Digital
GEN
$15.6B
| $677K | ﹤0.01% |
35,915
+5,053
| +16% | +$117K |
|
1046
Robinhood
HOOD
$85.2B
| $677K | ﹤0.01% |
9,779
-282
| -3% | -$24.8K |
|
1047
iShares Core S&P US Growth ETF
IUSG
$31.1B
| $676K | ﹤0.01% |
4,360
| – | – |
|
1048
HP
HPQ
$23.5B
| $674K | ﹤0.01% |
35,067
+19,543
| +126% | +$380K |
|
1049
MGM Resorts International
MGM
$11.7B
| $671K | ﹤0.01% |
18,108
+13,792
| +320% | +$491K |
|
1050
Pliant Therapeutics
PLRX
$67.5M
| $670K | ﹤0.01% |
532,079
| – | – |
|
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.