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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
ALSN icon
1301
Allison Transmission
ALSN
$10.1B
$287K ﹤0.01%
2,446
+2,414
+7,544% +$274K
CNC icon
1302
Centene
CNC
$31.3B
$287K ﹤0.01%
8,733
-2,063
-19% -$84.6K
RLI icon
1303
RLI Corp
RLI
$5.68B
$287K ﹤0.01%
5,021
-11,074
-69% -$665K
HSTM icon
1304
HealthStream
HSTM
$793M
$286K ﹤0.01%
13,780
+4,296
+45% +$91.5K
IRTC icon
1305
iRhythm Holdings
IRTC
$3.59B
$286K ﹤0.01%
2,432
-319,552
-99% -$46.1M
PAYC icon
1306
Paycom
PAYC
$6.78B
$286K ﹤0.01%
2,353
-879
-27% -$118K
VHT icon
1307
Vanguard Health Care ETF
VHT
$18.2B
$286K ﹤0.01%
1,049
-325
-24% -$92.9K
HEI icon
1308
HEICO Corp
HEI
$48.9B
$285K ﹤0.01%
1,040
+662
+175% +$213K
SUNB
1309
Sunbelt Rentals Holdings
SUNB
$31B
$285K ﹤0.01%
+4,372
New +$307K
PRCT icon
1310
Procept Biorobotics
PRCT
$950M
$281K ﹤0.01%
11,230
-27,500
-71% -$775K
NBIS
1311
Nebius Group N.V.
NBIS
$47.7B
$278K ﹤0.01%
2,674
+2,155
+415% +$215K
VICI icon
1312
VICI Properties
VICI
$29.4B
$277K ﹤0.01%
10,188
-1,683
-14% -$48.2K
BEP icon
1313
Brookfield Renewable
BEP
$10B
$274K ﹤0.01%
8,409
-381
-4% -$11.5K
FTCS icon
1314
First Trust Capital Strength ETF
FTCS
$7.88B
$274K ﹤0.01%
2,955
+145
+5% +$13.9K
REGL icon
1315
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$274K ﹤0.01%
3,175
– –
ATRC icon
1316
AtriCure
ATRC
$1.77B
$273K ﹤0.01%
9,570
-23,570
-71% -$804K
AXS icon
1317
AXIS Capital
AXS
$8.59B
$273K ﹤0.01%
2,688
+1,917
+249% +$197K
DBX icon
1318
Dropbox
DBX
$6.81B
$272K ﹤0.01%
11,949
-267
-2% -$6.78K
TKC icon
1319
Turkcell
TKC
$4.84B
$272K ﹤0.01%
45,113
+51
+0.1% +$324
BHP icon
1320
BHP
BHP
$213B
$270K ﹤0.01%
3,726
-3,130
-46% -$221K
BANF icon
1321
BancFirst
BANF
$3.92B
$267K ﹤0.01%
2,460
-4,475
-65% -$497K
ALKT icon
1322
Alkami Technology
ALKT
$1.8B
$266K ﹤0.01%
16,950
-36,460
-68% -$671K
VONV icon
1323
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$266K ﹤0.01%
2,833
+2,085
+279% +$200K
CWAN
1324
DELISTED
Clearwater Analytics
CWAN
$264K ﹤0.01%
11,200
-620
-5% -$14.7K
JQUA icon
1325
JPMorgan US Quality Factor ETF
JQUA
$8.09B
$263K ﹤0.01%
+4,292
New +$272K
51 52
53
54 55

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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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.