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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
CX icon
1426
Cemex
CX
$17.4B
$171K ﹤0.01%
14,943
-217
-1% -$2.59K
TLK icon
1427
Telkom Indonesia
TLK
$14.2B
$171K ﹤0.01%
9,155
-263
-3% -$5.36K
MAA icon
1428
Mid-America Apartment Communities
MAA
$15.6B
$170K ﹤0.01%
1,392
+268
+24% +$35.4K
SHAK icon
1429
Shake Shack
SHAK
$2.3B
$169K ﹤0.01%
1,907
-3,938
-67% -$362K
TRTN.PRB
1430
Triton International Ltd 8.00% Series B Preference Shares
TRTN.PRB
$126M
$169K ﹤0.01%
+6,800
New +$172K
UMH
1431
UMH Properties
UMH
$1.32B
$169K ﹤0.01%
11,737
– –
BAX icon
1432
Baxter International
BAX
$11.6B
$165K ﹤0.01%
9,850
+5,344
+119% +$103K
CORZ icon
1433
Core Scientific
CORZ
$7.23B
$165K ﹤0.01%
11,060
-190
-2% -$3.24K
LW icon
1434
Lamb Weston
LW
$6.82B
$164K ﹤0.01%
3,879
-851
-18% -$38K
BURL icon
1435
Burlington
BURL
$22B
$163K ﹤0.01%
505
+4
+0.8% +$1.23K
HUBS icon
1436
HubSpot
HUBS
$10.5B
$163K ﹤0.01%
667
+341
+105% +$95.7K
FLEX icon
1437
Flex
FLEX
$43.4B
$159K ﹤0.01%
2,418
+178
+8% +$11.4K
PLTK icon
1438
Playtika
PLTK
$1.4B
$159K ﹤0.01%
57,130
– –
TY icon
1439
TRI-Continental Corp
TY
$1.86B
$157K ﹤0.01%
4,997
+2,196
+78% +$71.9K
WPC icon
1440
W.P. Carey
WPC
$17.1B
$156K ﹤0.01%
2,286
-94
-4% -$6.59K
WYNN icon
1441
Wynn Resorts
WYNN
$10.1B
$156K ﹤0.01%
1,524
-15
-1% -$1.64K
BBIO icon
1442
BridgeBio Pharma
BBIO
$16.5B
$155K ﹤0.01%
2,086
-24
-1% -$1.74K
ICF icon
1443
iShares Select U.S. REIT ETF
ICF
$2.12B
$155K ﹤0.01%
2,500
– –
THC icon
1444
Tenet Healthcare
THC
$20.1B
$153K ﹤0.01%
810
+228
+39% +$48K
RIOT icon
1445
Riot Platforms
RIOT
$8.52B
$152K ﹤0.01%
12,293
-1,881
-13% -$28.9K
SCHE icon
1446
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$152K ﹤0.01%
4,607
– –
KNF icon
1447
Knife River
KNF
$4.43B
$151K ﹤0.01%
1,852
+119
+7% +$9.59K
VGIT icon
1448
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$151K ﹤0.01%
2,528
+1,850
+273% +$111K
BTU icon
1449
Peabody Energy
BTU
$2.78B
$150K ﹤0.01%
4,542
-1,350
-23% -$47.2K
OI icon
1450
O-I Glass
OI
$1.39B
$150K ﹤0.01%
14,200
+12,853
+954% +$177K
56 57
58
59 60

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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
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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.