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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
PCOR icon
1451
Procore
PCOR
$6.46B
$150K ﹤0.01%
2,627
+147
+6% +$8.7K
TRNS icon
1452
Transcat
TRNS
$793M
$149K ﹤0.01%
2,035
-5,000
-71% -$352K
AMSF icon
1453
AMERISAFE
AMSF
$569M
$148K ﹤0.01%
4,438
-8,703
-66% -$314K
WPM icon
1454
Wheaton Precious Metals
WPM
$50.6B
$148K ﹤0.01%
1,129
-70
-6% -$9.73K
DCI icon
1455
Donaldson
DCI
$10.8B
$145K ﹤0.01%
1,707
+139
+9% +$13.4K
DSI icon
1456
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$145K ﹤0.01%
1,200
-682
-36% -$87.2K
ICLR icon
1457
Icon
ICLR
$12.8B
$145K ﹤0.01%
1,312
+1,167
+805% +$159K
STWD icon
1458
Starwood Property Trust
STWD
$6.12B
$145K ﹤0.01%
8,460
+2,344
+38% +$42.1K
MRX
1459
Marex Group Limited Ordinary Shares
MRX
$4.72B
$145K ﹤0.01%
3,260
– –
PFGC icon
1460
Performance Food Group
PFGC
$17.5B
$144K ﹤0.01%
1,685
+376
+29% +$34.4K
HIMU
1461
iShares High Yield Muni Active ETF
HIMU
$2.37B
$144K ﹤0.01%
+3,000
New +$146K
BRC icon
1462
Brady Corp
BRC
$4.45B
$142K ﹤0.01%
1,757
-8,842
-83% -$769K
FRT icon
1463
Federal Realty Investment Trust
FRT
$10.9B
$141K ﹤0.01%
1,327
+500
+60% +$52.3K
HYS icon
1464
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$140K ﹤0.01%
+1,500
New +$141K
IBB icon
1465
iShares Biotechnology ETF
IBB
$9.31B
$140K ﹤0.01%
829
-46
-5% -$7.87K
CMC icon
1466
Commercial Metals
CMC
$7.63B
$139K ﹤0.01%
2,265
-1,018
-31% -$73.5K
LLYVK icon
1467
Liberty Live Group Series C
LLYVK
$9.11B
$139K ﹤0.01%
1,472
+152
+12% +$13.7K
AMLP icon
1468
Alerian MLP ETF
AMLP
$13B
$138K ﹤0.01%
2,627
– –
LII icon
1469
Lennox International
LII
$18.8B
$138K ﹤0.01%
298
+174
+140% +$89.6K
SLAB icon
1470
Silicon Laboratories
SLAB
$7.15B
$138K ﹤0.01%
663
-71
-10% -$13K
INSM icon
1471
Insmed
INSM
$23.2B
$135K ﹤0.01%
823
-145
-15% -$22.3K
PDP icon
1472
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$135K ﹤0.01%
+1,120
New +$139K
REZI icon
1473
Resideo Technologies
REZI
$5.23B
$134K ﹤0.01%
4,003
-925
-19% -$33K
NICE icon
1474
Nice
NICE
$5.29B
$132K ﹤0.01%
1,194
-197
-14% -$22.5K
TM icon
1475
Toyota
TM
$210B
$132K ﹤0.01%
639
+131
+26% +$29.6K
57 58
59
60 61

Similar funds

Renaissance Technologies
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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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
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.