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 | |
|---|---|---|---|---|---|---|
1276
Nordson
NDSN
$16.5B
| $317K | ﹤0.01% |
1,194
+980
| +458% | +$270K |
|
1277
Grayscale Bitcoin Trust
GBTC
$9.64B
| $316K | ﹤0.01% |
5,986
+1,150
| +24% | +$68.5K |
|
1278
iShares Global Healthcare ETF
IXJ
$4.11B
| $314K | ﹤0.01% |
3,365
+792
| +31% | +$77.6K |
|
1279
iShares MSCI EAFE Growth ETF
EFG
$16.3B
| $313K | ﹤0.01% |
2,807
-63
| -2% | -$7.41K |
|
|
PPLI
1280
People Inc
PPLI
$3.1B
| $312K | ﹤0.01% |
7,789
+7,719
| +11,027% | +$293K |
|
1281
Avantis US Small Cap Value ETF
AVUV
$29.7B
| $309K | ﹤0.01% |
2,804
+393
| +16% | +$43.3K |
|
1282
ATI
ATI
$27B
| $306K | ﹤0.01% |
2,106
+197
| +10% | +$27.4K |
|
1283
Humana
HUM
$46.7B
| $305K | ﹤0.01% |
1,760
-498
| -22% | -$102K |
|
1284
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$655M
| $305K | ﹤0.01% |
3,243
| – | – |
|
1285
Vericel Corp
VCEL
$2.3B
| $305K | ﹤0.01% |
9,469
-20,582
| -68% | -$731K |
|
1286
Aecom
ACM
$9.07B
| $303K | ﹤0.01% |
3,560
-1,865
| -34% | -$177K |
|
|
NVO
1287
Novo Nordisk
NVO
$216B
| $303K | ﹤0.01% |
8,233
-31,787
| -79% | -$1.51M |
|
1288
CVR Partners
UAN
$1.3B
| $301K | ﹤0.01% |
2,377
| – | – |
|
1289
iShares Russell 2000 Value ETF
IWN
$14.4B
| $300K | ﹤0.01% |
1,583
-2,411
| -60% | -$467K |
|
|
EXE
1290
Expand Energy Corp
EXE
$21.9B
| $300K | ﹤0.01% |
2,733
+2,005
| +275% | +$214K |
|
1291
Avantis US Equity ETF
AVUS
$13.8B
| $299K | ﹤0.01% |
2,688
| – | – |
|
1292
Texas Pacific Land
TPL
$28.9B
| $298K | ﹤0.01% |
631
+550
| +679% | +$236K |
|
1293
Winnebago Industries
WGO
$870M
| $298K | ﹤0.01% |
9,622
| – | – |
|
1294
Allegion
ALLE
$13B
| $297K | ﹤0.01% |
2,044
+557
| +37% | +$88.8K |
|
1295
KB Financial Group
KB
$41.2B
| $295K | ﹤0.01% |
2,955
+198
| +7% | +$19.9K |
|
1296
Pathward Financial
CASH
$1.81B
| $294K | ﹤0.01% |
3,301
| – | – |
|
1297
Calumet Specialty Products
CLMT
$3.63B
| $294K | ﹤0.01% |
8,200
| – | – |
|
1298
Petrobras
PBR
$121B
| $290K | ﹤0.01% |
13,972
+226
| +2% | +$3.62K |
|
1299
Molson Coors Class B
TAP
$7.68B
| $290K | ﹤0.01% |
6,761
+1,090
| +19% | +$51.8K |
|
1300
Energy Transfer Partners
ET
$70.1B
| $288K | ﹤0.01% |
14,935
+14,657
| +5,272% | +$268K |
|
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.