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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+24.45%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$72.7B
AUM Growth
+$9.11B
Cap. Flow
+$211M
Cap. Flow %
0.29%
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$691M
2
DRAM
Roundhill Memory ETF
DRAM
+$486M
3
AMD icon
Advanced Micro Devices
AMD
+$469M
4
BMO icon
Bank of Montreal
BMO
+$224M
5
FDX icon
FedEx
FDX
+$214M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$316M
2
MSFT icon
Microsoft
MSFT
+$315M
3
AVGO icon
Broadcom
AVGO
+$289M
4
FTNT icon
Fortinet
FTNT
+$284M
5
CME icon
CME Group
CME
+$263M

Sector Composition

Rank Sector Weight
1 Technology 30.3%
2 Industrials 12.04%
3 Financials 10.39%
4 Miscellaneous 10.1%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
1051
HP
HPQ
$28.1B
$797K ﹤0.01%
36,324
+1,257
+4% +$27.8K
POOL icon
1052
Pool Corp
POOL
$6.44B
$791K ﹤0.01%
3,681
-478
-11% -$95.4K
MPLX icon
1053
MPLX
MPLX
$60.7B
$789K ﹤0.01%
14,010
– –
VIGI icon
1054
Vanguard International Dividend Appreciation ETF
VIGI
$9.15B
$787K ﹤0.01%
8,424
– –
SAP icon
1055
SAP
SAP
$244B
$780K ﹤0.01%
5,064
-8,399
-62% -$1.43M
GSK icon
1056
GSK
GSK
$97.3B
$779K ﹤0.01%
14,855
+293
+2% +$15.5K
VMI icon
1057
Valmont Industries
VMI
$9.34B
$762K ﹤0.01%
1,318
-216
-14% -$109K
LION icon
1058
Lionsgate Studios
LION
$3.32B
$762K ﹤0.01%
49,800
– –
ADT icon
1059
ADT
ADT
$5.27B
$761K ﹤0.01%
117,098
+2,439
+2% +$16.7K
CASY icon
1060
Casey's General Stores
CASY
$27.1B
$757K ﹤0.01%
952
-108
-10% -$87K
CC icon
1061
Chemours
CC
$2.33B
$753K ﹤0.01%
36,666
– –
CMS icon
1062
CMS Energy
CMS
$21.6B
$749K ﹤0.01%
9,775
+450
+5% +$33.7K
NBIS
1063
Nebius Group N.V.
NBIS
$66.3B
$749K ﹤0.01%
2,714
+40
+1% +$7.92K
CLX icon
1064
Clorox
CLX
$11.1B
$746K ﹤0.01%
7,811
-496
-6% -$47.6K
FSLR icon
1065
First Solar
FSLR
$22.9B
$738K ﹤0.01%
3,128
+345
+12% +$80.9K
TRGP icon
1066
Targa Resources
TRGP
$63.1B
$738K ﹤0.01%
2,752
+238
+9% +$61.2K
RMD icon
1067
ResMed
RMD
$31.9B
$737K ﹤0.01%
3,782
+71
+2% +$14.7K
H icon
1068
Hyatt Hotels
H
$15.2B
$726K ﹤0.01%
3,742
+147
+4% +$25.7K
ZBH icon
1069
Zimmer Biomet
ZBH
$18B
$726K ﹤0.01%
8,426
+3,183
+61% +$279K
FOXA icon
1070
Fox Class A
FOXA
$27.4B
$725K ﹤0.01%
13,903
+48
+0.3% +$2.97K
FWONK icon
1071
Liberty Media Series C
FWONK
$23.8B
$722K ﹤0.01%
7,600
+149
+2% +$13.3K
RL icon
1072
Ralph Lauren
RL
$20.7B
$719K ﹤0.01%
1,792
+58
+3% +$21.6K
IFF icon
1073
International Flavors & Fragrances
IFF
$21.8B
$716K ﹤0.01%
9,027
+2,037
+29% +$152K
RXI icon
1074
iShares Global Consumer Discretionary ETF
RXI
$252M
$713K ﹤0.01%
3,697
-3,828
-51% -$752K
XLP icon
1075
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$713K ﹤0.01%
8,588
-508
-6% -$42.4K
41 42
43
44 45

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Bessemer Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bessemer Group held 2,705 positions worth $72.7B, up 14% from $63.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bessemer Group's Q2 2026 filing shows 174 new, 951 increased, 819 reduced and 152 closed positions. Its largest new stake was Roundhill Memory ETF: 9,329,592 shares worth $689M. The largest sale was Visa, an estimated $316M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q2 2026 buy was Roundhill Memory ETF: 9,329,592 shares worth $689M.
  • Bessemer Group added most to Tesla in Q2 2026, an estimated $691M increase.
  • Bessemer Group's biggest Q2 2026 reduction was Visa, cutting an estimated $316M.
  • Bessemer Group fully exited Tri Pointe Homes in Q2 2026, selling an estimated $4.46M.
  • Bessemer Group's ten largest holdings make up 32% of its $72.7B portfolio in Q2 2026.
  • Bessemer Group opened 174 new positions and closed 152 in Q2 2026.
  • Bessemer Group's portfolio value rose 14% quarter-over-quarter to $72.7B.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.