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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
IBDX icon
1351
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$241K ﹤0.01%
+9,540
New +$243K
IBDY icon
1352
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$241K ﹤0.01%
+9,319
New +$243K
PIPR icon
1353
Piper Sandler
PIPR
$5.14B
$241K ﹤0.01%
3,152
+64
+2% +$5.25K
IBDV icon
1354
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$239K ﹤0.01%
+10,934
New +$241K
IBDZ
1355
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$860M
$238K ﹤0.01%
+9,138
New +$241K
IBDU icon
1356
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$237K ﹤0.01%
+10,174
New +$238K
IBDT icon
1357
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$235K ﹤0.01%
+9,278
New +$236K
GXO icon
1358
GXO Logistics
GXO
$6.06B
$234K ﹤0.01%
4,492
+3,909
+670% +$224K
IBDS icon
1359
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$234K ﹤0.01%
+9,667
New +$235K
VGSH icon
1360
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$234K ﹤0.01%
+4,005
New +$235K
IBDR icon
1361
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$233K ﹤0.01%
+9,594
New +$232K
LOPE icon
1362
Grand Canyon Education
LOPE
$3.71B
$233K ﹤0.01%
1,369
+484
+55% +$81.2K
GTLB icon
1363
GitLab
GTLB
$5.28B
$231K ﹤0.01%
10,675
-23,720
-69% -$693K
ERIE icon
1364
Erie Indemnity
ERIE
$11.7B
$230K ﹤0.01%
917
+281
+44% +$75.4K
GOLF icon
1365
Acushnet Holdings
GOLF
$6.13B
$230K ﹤0.01%
2,457
-42
-2% -$3.99K
BMOP
1366
BNY Mellon Municipal Opportunities ETF
BMOP
$1.76B
$230K ﹤0.01%
+9,330
New +$232K
E icon
1367
ENI
E
$76B
$229K ﹤0.01%
4,066
-419
-9% -$18.8K
KHC icon
1368
Kraft Heinz
KHC
$30.4B
$229K ﹤0.01%
10,167
+1,199
+13% +$28.2K
RGEN icon
1369
Repligen
RGEN
$7.44B
$229K ﹤0.01%
1,943
-8,226
-81% -$1.15M
FOX icon
1370
Fox Class B
FOX
$20.7B
$228K ﹤0.01%
4,304
+2,276
+112% +$131K
BWIN
1371
Baldwin Insurance Group
BWIN
$2.58B
$226K ﹤0.01%
10,280
-33,850
-77% -$732K
CPB icon
1372
Campbell Soup
CPB
$6.51B
$225K ﹤0.01%
10,111
+960
+10% +$24.6K
CVE icon
1373
Cenovus Energy
CVE
$54.6B
$225K ﹤0.01%
8,505
+7,132
+519% +$152K
POR icon
1374
Portland General Electric
POR
$6.02B
$225K ﹤0.01%
4,257
-541
-11% -$27.8K
ELF icon
1375
e.l.f. Beauty
ELF
$4.56B
$224K ﹤0.01%
3,695
-6,739
-65% -$548K
53 54
55
56 57

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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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Mitsubishi UFJ Financial Group
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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.