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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+24.45%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$72.7B
AUM Growth
+$9.11B
Cap. Flow
+$211M
Cap. Flow %
0.29%
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$691M
2
DRAM
Roundhill Memory ETF
DRAM
+$486M
3
AMD icon
Advanced Micro Devices
AMD
+$469M
4
BMO icon
Bank of Montreal
BMO
+$224M
5
FDX icon
FedEx
FDX
+$214M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$316M
2
MSFT icon
Microsoft
MSFT
+$315M
3
AVGO icon
Broadcom
AVGO
+$289M
4
FTNT icon
Fortinet
FTNT
+$284M
5
CME icon
CME Group
CME
+$263M

Sector Composition

Rank Sector Weight
1 Technology 30.3%
2 Industrials 12.04%
3 Financials 10.39%
4 Miscellaneous 10.1%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PULS icon
1426
PGIM Ultra Short Bond ETF
PULS
$18.8B
$169K ﹤0.01%
+3,407
New +$169K
CYTK icon
1427
Cytokinetics
CYTK
$10.5B
$168K ﹤0.01%
1,973
-995
-34% -$71.4K
BURL icon
1428
Burlington
BURL
$16B
$167K ﹤0.01%
527
+22
+4% +$7.09K
QQQM icon
1429
Invesco NASDAQ 100 ETF
QQQM
$105B
$167K ﹤0.01%
+552
New +$156K
KNX icon
1430
Knight Transportation
KNX
$11.5B
$166K ﹤0.01%
2,129
– –
MORN icon
1431
Morningstar
MORN
$7.52B
$166K ﹤0.01%
1,065
-1,329
-56% -$231K
IEX icon
1432
IDEX
IEX
$16.6B
$165K ﹤0.01%
723
+142
+24% +$30K
BHC icon
1433
Bausch Health
BHC
$2.4B
$164K ﹤0.01%
33,257
– –
DSI icon
1434
iShares MSCI KLD 400 Social ETF
DSI
$5.49B
$164K ﹤0.01%
1,151
-49
-4% -$6.71K
RSPT icon
1435
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.83B
$164K ﹤0.01%
+2,550
New +$146K
ECHO
1436
EchoStar
ECHO
$27.1B
$162K ﹤0.01%
1,596
-117,465
-99% -$14.4M
BABA icon
1437
Alibaba
BABA
$280B
$161K ﹤0.01%
1,681
-15,175
-90% -$1.9M
DCI icon
1438
Donaldson
DCI
$10.5B
$160K ﹤0.01%
1,767
+60
+4% +$5.16K
CNXC icon
1439
Concentrix
CNXC
$1.72B
$159K ﹤0.01%
7,085
+98
+1% +$2.56K
THC icon
1440
Tenet Healthcare
THC
$20.9B
$159K ﹤0.01%
849
+39
+5% +$7.17K
IBB icon
1441
iShares Biotechnology ETF
IBB
$10.5B
$158K ﹤0.01%
829
– –
PAG icon
1442
Penske Automotive Group
PAG
$14.2B
$155K ﹤0.01%
865
+35
+4% +$5.85K
WHR icon
1443
Whirlpool
WHR
$2.45B
$155K ﹤0.01%
3,933
+210
+6% +$9.84K
CMC icon
1444
Commercial Metals
CMC
$7.83B
$152K ﹤0.01%
2,419
+154
+7% +$10.8K
VGNT
1445
Versigent PLC
VGNT
$3.36B
$152K ﹤0.01%
+3,635
New +$145K
ARMK icon
1446
Aramark
ARMK
$15.2B
$148K ﹤0.01%
2,599
– –
SAN icon
1447
Banco Santander
SAN
$216B
$146K ﹤0.01%
10,576
+1,488
+16% +$18.4K
GAM
1448
General American Investors Company
GAM
$1.58B
$145K ﹤0.01%
2,279
-665
-23% -$42.1K
SRFM icon
1449
Surf Air Mobility
SRFM
$77.9M
$145K ﹤0.01%
+125,000
New +$145K
WYNN icon
1450
Wynn Resorts
WYNN
$9.5B
$144K ﹤0.01%
1,485
-39
-3% -$4.02K
56 57
58
59 60

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Bessemer Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bessemer Group held 2,705 positions worth $72.7B, up 14% from $63.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bessemer Group's Q2 2026 filing shows 174 new, 951 increased, 819 reduced and 152 closed positions. Its largest new stake was Roundhill Memory ETF: 9,329,592 shares worth $689M. The largest sale was Visa, an estimated $316M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q2 2026 buy was Roundhill Memory ETF: 9,329,592 shares worth $689M.
  • Bessemer Group added most to Tesla in Q2 2026, an estimated $691M increase.
  • Bessemer Group's biggest Q2 2026 reduction was Visa, cutting an estimated $316M.
  • Bessemer Group fully exited Tri Pointe Homes in Q2 2026, selling an estimated $4.46M.
  • Bessemer Group's ten largest holdings make up 32% of its $72.7B portfolio in Q2 2026.
  • Bessemer Group opened 174 new positions and closed 152 in Q2 2026.
  • Bessemer Group's portfolio value rose 14% quarter-over-quarter to $72.7B.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.