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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
ALC icon
1051
Alcon
ALC
$33.1B
$667K ﹤0.01%
8,857
-1,406
-14% -$112K
CRTO icon
1052
Criteo
CRTO
$1.03B
$667K ﹤0.01%
37,185
+20,897
+128% +$393K
MIDD icon
1053
Middleby
MIDD
$6.05B
$663K ﹤0.01%
4,997
-7,324
-59% -$1.11M
NTAP icon
1054
NetApp
NTAP
$32.9B
$662K ﹤0.01%
6,462
-12
-0.2% -$1.22K
IR icon
1055
Ingersoll Rand
IR
$33B
$661K ﹤0.01%
8,253
+519
+7% +$45.8K
NTNX icon
1056
Nutanix
NTNX
$14.9B
$655K ﹤0.01%
17,260
-15,435
-47% -$651K
SWK icon
1057
Stanley Black & Decker
SWK
$14.2B
$654K ﹤0.01%
9,223
+134
+1% +$10.8K
LINE
1058
Lineage Inc
LINE
$9.43B
$653K ﹤0.01%
19,945
+19,943
+997,150% +$739K
CCK icon
1059
Crown Holdings
CCK
$12.8B
$652K ﹤0.01%
6,502
+2,139
+49% +$229K
PNR icon
1060
Pentair
PNR
$10.2B
$651K ﹤0.01%
7,464
-1,222,716
-99% -$120M
TKO icon
1061
TKO Group
TKO
$13.5B
$647K ﹤0.01%
3,205
+215
+7% +$44K
FWONK icon
1062
Liberty Media Series C
FWONK
$24.3B
$633K ﹤0.01%
7,451
+1,510
+25% +$132K
DELL icon
1063
Dell
DELL
$283B
$632K ﹤0.01%
3,855
-416
-10% -$55.4K
IBIT icon
1064
iShares Bitcoin Trust
IBIT
$47.2B
$631K ﹤0.01%
16,425
+9,114
+125% +$395K
IXP icon
1065
iShares Global Comm Services ETF
IXP
$515M
$630K ﹤0.01%
5,487
+345
+7% +$41.5K
LSCC icon
1066
Lattice Semiconductor
LSCC
$17.6B
$630K ﹤0.01%
6,790
+63
+0.9% +$5.65K
TRGP icon
1067
Targa Resources
TRGP
$60.4B
$630K ﹤0.01%
2,514
+383
+18% +$83.1K
PGY icon
1068
Pagaya Technologies
PGY
$1.32B
$629K ﹤0.01%
53,993
– –
RGLD icon
1069
Royal Gold
RGLD
$17.1B
$626K ﹤0.01%
2,459
+78
+3% +$20.7K
GNRC icon
1070
Generac Holdings
GNRC
$11.9B
$614K ﹤0.01%
3,141
-193
-6% -$37.1K
PPL
1071
PPL Corp
PPL
$27.3B
$613K ﹤0.01%
16,071
+370
+2% +$13.7K
VMI icon
1072
Valmont Industries
VMI
$9.44B
$613K ﹤0.01%
1,534
-1
-0.1% -$437
BBY icon
1073
Best Buy
BBY
$18B
$611K ﹤0.01%
9,528
+1,118
+13% +$73.4K
IQV icon
1074
IQVIA
IQV
$34.7B
$608K ﹤0.01%
3,565
+1,440
+68% +$281K
SPMD icon
1075
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$608K ﹤0.01%
10,271
-3,484
-25% -$212K
41 42
43
44 45

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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.