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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
PVH icon
1476
PVH
PVH
$3.71B
$131K ﹤0.01%
1,873
+55
+3% +$3.61K
SW
1477
Smurfit Westrock
SW
$25.5B
$128K ﹤0.01%
3,208
+1,547
+93% +$66.7K
SNN icon
1478
Smith & Nephew
SNN
$12.9B
$127K ﹤0.01%
3,988
-70
-2% -$2.38K
NTR icon
1479
Nutrien
NTR
$32.7B
$126K ﹤0.01%
1,682
+683
+68% +$48.7K
HTFL
1480
Heartflow Inc
HTFL
$2.08B
$126K ﹤0.01%
+5,180
New +$141K
EQNR icon
1481
Equinor
EQNR
$95.9B
$124K ﹤0.01%
2,957
-1
-0% -$30
PAG icon
1482
Penske Automotive Group
PAG
$14.3B
$124K ﹤0.01%
830
+65
+8% +$10.3K
KNX icon
1483
Knight Transportation
KNX
$11.8B
$122K ﹤0.01%
2,129
+1,569
+280% +$90K
COLB icon
1484
Columbia Banking Systems
COLB
$8.81B
$120K ﹤0.01%
4,360
+285
+7% +$8.24K
SIBN icon
1485
SI-BONE Inc
SIBN
$737M
$119K ﹤0.01%
9,375
-21,630
-70% -$338K
ARE icon
1486
Alexandria Real Estate Equities
ARE
$8.88B
$118K ﹤0.01%
2,553
+1,700
+199% +$89.7K
CRUS icon
1487
Cirrus Logic
CRUS
$6.74B
$118K ﹤0.01%
818
-5
-0.6% -$673
CRNX icon
1488
Crinetics Pharmaceuticals
CRNX
$8.86B
$117K ﹤0.01%
3,239
+128
+4% +$5.72K
SNOW icon
1489
Snowflake
SNOW
$92.9B
$117K ﹤0.01%
773
+78
+11% +$14.4K
UMC icon
1490
United Microelectronic
UMC
$48.9B
$117K ﹤0.01%
13,050
+492
+4% +$4.8K
BLD
1491
DELISTED
TopBuild
BLD
$115K ﹤0.01%
328
+24
+8% +$10.8K
OC icon
1492
Owens Corning
OC
$11.5B
$115K ﹤0.01%
1,056
-3,075
-74% -$367K
NKTR icon
1493
Nektar Therapeutics
NKTR
$2.39B
$112K ﹤0.01%
1,565
-15
-0.9% -$854
SRRK icon
1494
Scholar Rock
SRRK
$5.71B
$112K ﹤0.01%
2,275
-47
-2% -$2.11K
CPT icon
1495
Camden Property Trust
CPT
$11.3B
$111K ﹤0.01%
1,140
+5
+0.4% +$530
IEX icon
1496
IDEX
IEX
$16.5B
$110K ﹤0.01%
581
+1
+0.2% +$197
NWS icon
1497
News Corp Class B
NWS
$16.4B
$108K ﹤0.01%
3,801
+1,030
+37% +$29.1K
BBVA icon
1498
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$107K ﹤0.01%
4,925
-2,397
-33% -$55.5K
SCCO icon
1499
Southern Copper
SCCO
$141B
$107K ﹤0.01%
625
-1
-0.2% -$183
SLG icon
1500
SL Green Realty
SLG
$3.88B
$107K ﹤0.01%
2,922
+58
+2% +$2.42K
58 59
60
61 62

Similar funds

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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)
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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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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.