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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
TSN icon
1151
Tyson Foods
TSN
$20.2B
$466K ﹤0.01%
7,268
+792
+12% +$49.2K
ARW icon
1152
Arrow Electronics
ARW
$10.9B
$464K ﹤0.01%
3,233
+1
+0% +$137
KBR icon
1153
KBR
KBR
$4.68B
$460K ﹤0.01%
12,467
+3,541
+40% +$145K
PHO icon
1154
Invesco Water Resources ETF
PHO
$1.97B
$460K ﹤0.01%
6,880
– –
CBOE icon
1155
Cboe Global Markets
CBOE
$29.8B
$459K ﹤0.01%
1,634
+541
+49% +$151K
SMMD icon
1156
iShares Russell 2500 ETF
SMMD
$3.58B
$458K ﹤0.01%
6,002
+253
+4% +$19.9K
CCC
1157
CCC Intelligent Solutions
CCC
$3.42B
$457K ﹤0.01%
76,214
-8,302,803
-99% -$54.4M
DVA icon
1158
DaVita
DVA
$15.1B
$456K ﹤0.01%
2,962
+110
+4% +$14.9K
RS icon
1159
Reliance Steel & Aluminium
RS
$20.8B
$456K ﹤0.01%
1,500
+149
+11% +$47.3K
ARES icon
1160
Ares Management
ARES
$28.5B
$454K ﹤0.01%
4,158
-630
-13% -$83.6K
PTC icon
1161
PTC
PTC
$13.7B
$452K ﹤0.01%
3,166
-50
-2% -$7.9K
VOE icon
1162
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$451K ﹤0.01%
2,446
+299
+14% +$55.9K
EFV icon
1163
iShares MSCI EAFE Value ETF
EFV
$27.6B
$448K ﹤0.01%
6,018
+825
+16% +$62K
RJF icon
1164
Raymond James Financial
RJF
$32.5B
$444K ﹤0.01%
3,070
-142
-4% -$22.5K
CIEN icon
1165
Ciena
CIEN
$55.3B
$441K ﹤0.01%
1,138
+401
+54% +$123K
AVB icon
1166
AvalonBay Communities
AVB
$27.1B
$440K ﹤0.01%
2,694
-334
-11% -$58.4K
PRDO icon
1167
Perdoceo Education
PRDO
$1.9B
$440K ﹤0.01%
11,823
– –
EQR icon
1168
Equity Residential
EQR
$25.4B
$438K ﹤0.01%
7,391
+481
+7% +$29.7K
AROC icon
1169
Archrock
AROC
$6.33B
$437K ﹤0.01%
12,543
-432
-3% -$13.8K
ULTA icon
1170
Ulta Beauty
ULTA
$20.4B
$433K ﹤0.01%
828
-21
-2% -$13.4K
USPH icon
1171
US Physical Therapy
USPH
$1.14B
$430K ﹤0.01%
5,741
+608
+12% +$49.8K
APPF icon
1172
AppFolio
APPF
$5.85B
$429K ﹤0.01%
2,717
+223
+9% +$42.3K
ZBRA icon
1173
Zebra Technologies
ZBRA
$12.4B
$429K ﹤0.01%
2,050
+347
+20% +$81.5K
FTV icon
1174
Fortive
FTV
$19B
$427K ﹤0.01%
7,744
+1,584
+26% +$88.8K
UNF icon
1175
Unifirst Corp
UNF
$5.32B
$427K ﹤0.01%
1,700
-19,464
-92% -$4.49M
45 46
47
48 49

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Baird Financial Group
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.