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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
USLM icon
1401
United States Lime & Minerals
USLM
$3.18B
$196K ﹤0.01%
1,503
-456
-23% -$54.8K
IWY icon
1402
iShares Russell Top 200 Growth ETF
IWY
$16B
$193K ﹤0.01%
772
+131
+20% +$34.7K
R icon
1403
Ryder
R
$10.3B
$193K ﹤0.01%
946
+4
+0.4% +$809
SPYG icon
1404
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$193K ﹤0.01%
1,969
– –
SSNC icon
1405
SS&C Technologies
SSNC
$17.8B
$193K ﹤0.01%
2,850
+2,100
+280% +$161K
CCJ icon
1406
Cameco
CCJ
$38.3B
$192K ﹤0.01%
1,763
+150
+9% +$17.2K
CNXC icon
1407
Concentrix
CNXC
$1.36B
$191K ﹤0.01%
6,987
+119
+2% +$4.22K
SCHB icon
1408
Schwab US Broad Market ETF
SCHB
$42.8B
$190K ﹤0.01%
7,554
+1,554
+26% +$40.8K
ASH icon
1409
Ashland
ASH
$3.04B
$188K ﹤0.01%
3,386
+3,282
+3,156% +$194K
DGRS icon
1410
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$401M
$187K ﹤0.01%
3,527
-2,749
-44% -$148K
HZO icon
1411
MarineMax
HZO
$800M
$184K ﹤0.01%
6,789
+6,666
+5,420% +$185K
IYR icon
1412
iShares US Real Estate ETF
IYR
$4.59B
$183K ﹤0.01%
1,933
-3,060
-61% -$297K
ZION icon
1413
Zions Bancorporation
ZION
$10.1B
$182K ﹤0.01%
3,159
+157
+5% +$9.25K
FTLS icon
1414
First Trust Long/Short Equity ETF
FTLS
$2.46B
$181K ﹤0.01%
+2,570
New +$182K
IBOC icon
1415
International Bancshares
IBOC
$4.77B
$181K ﹤0.01%
2,691
+124
+5% +$8.59K
SKM icon
1416
SK Telecom
SKM
$13.7B
$181K ﹤0.01%
6,167
+246
+4% +$6.78K
WSO icon
1417
Watsco Inc
WSO
$14.9B
$181K ﹤0.01%
496
+47
+10% +$18.2K
AGX icon
1418
Argan
AGX
$7.98B
$180K ﹤0.01%
330
– –
BHC icon
1419
Bausch Health
BHC
$1.65B
$180K ﹤0.01%
33,257
+19,757
+146% +$118K
WSM icon
1420
Williams-Sonoma
WSM
$26.7B
$178K ﹤0.01%
979
-894
-48% -$179K
IVZ icon
1421
Invesco
IVZ
$13.3B
$177K ﹤0.01%
7,288
+3,021
+71% +$79K
NVT icon
1422
nVent Electric
NVT
$24.5B
$176K ﹤0.01%
1,488
+38
+3% +$4.31K
REG icon
1423
Regency Centers
REG
$15B
$173K ﹤0.01%
2,274
-2,509
-52% -$187K
STXF
1424
Strive 500 ETF
STXF
$1.11B
$173K ﹤0.01%
4,118
– –
GAM
1425
General American Investors Company
GAM
$1.54B
$172K ﹤0.01%
2,944
– –
55 56
57
58 59

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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
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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.