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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
WMB icon
126
Williams Companies
WMB
$92B
$126M 0.2%
1,735,669
+1,664,869
+2,352% +$115M
GFS icon
127
GlobalFoundries
GFS
$31.2B
$125M 0.2%
2,813,582
+2,813,548
+8,275,141% +$124M
PG icon
128
Procter & Gamble
PG
$342B
$125M 0.2%
865,980
+83,596
+11% +$12.7M
KO icon
129
Coca-Cola
KO
$349B
$124M 0.2%
1,631,049
+50,156
+3% +$3.79M
SARO
130
StandardAero Inc
SARO
$9.4B
$124M 0.19%
4,798,854
+1,695,187
+55% +$50.6M
MS icon
131
Morgan Stanley
MS
$338B
$121M 0.19%
737,832
-629,894
-46% -$109M
TXRH icon
132
Texas Roadhouse
TXRH
$12.5B
$121M 0.19%
732,411
+202,241
+38% +$36.3M
UNH icon
133
UnitedHealth
UNH
$385B
$120M 0.19%
444,104
-1,253,060
-74% -$373M
CDNS icon
134
Cadence Design Systems
CDNS
$91.1B
$119M 0.19%
429,154
-201,329
-32% -$60.1M
ESAB icon
135
ESAB
ESAB
$5.2B
$118M 0.19%
1,225,702
+171,926
+16% +$19.9M
MTSI icon
136
MACOM Technology Solutions
MTSI
$21.6B
$118M 0.19%
533,257
-35,780
-6% -$7.99M
IP icon
137
International Paper
IP
$20.1B
$118M 0.19%
3,313,516
+966,591
+41% +$40.2M
IJR icon
138
iShares Core S&P Small-Cap ETF
IJR
$109B
$118M 0.19%
949,856
+62,596
+7% +$7.95M
NOW icon
139
ServiceNow
NOW
$95.1B
$117M 0.18%
1,123,795
-674,367
-38% -$79.3M
PANW icon
140
Palo Alto Networks
PANW
$265B
$117M 0.18%
732,562
+19,097
+3% +$3.21M
XOP icon
141
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.45B
$114M 0.18%
629,152
+137,737
+28% +$20.7M
IJH icon
142
iShares Core S&P Mid-Cap ETF
IJH
$122B
$113M 0.18%
1,671,479
+35,688
+2% +$2.48M
CWB icon
143
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
$111M 0.17%
1,215,879
+83,758
+7% +$7.82M
VTV icon
144
Vanguard Value ETF
VTV
$188B
$111M 0.17%
566,895
+54,013
+11% +$10.8M
TFC icon
145
Truist Financial
TFC
$62.5B
$110M 0.17%
2,382,131
+579,104
+32% +$28.6M
INTC icon
146
Intel
INTC
$504B
$109M 0.17%
2,478,020
+2,373,927
+2,281% +$109M
EWZ icon
147
iShares MSCI Brazil ETF
EWZ
$9.16B
$109M 0.17%
+2,832,322
New +$104M
CRWD icon
148
CrowdStrike
CRWD
$187B
$109M 0.17%
1,112,272
+1,093,992
+5,985% +$116M
ABT icon
149
Abbott
ABT
$175B
$104M 0.16%
1,013,900
+16,135
+2% +$1.82M
MU icon
150
Micron Technology
MU
$1.12T
$101M 0.16%
297,753
+277,376
+1,361% +$109M
4 5
6
7 8

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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.