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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
(+14%)
Cap. Flow
+$211M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$691M |
| 2 |
DRAM
Roundhill Memory ETF
DRAM
|
+$486M |
| 3 |
Advanced Micro Devices
AMD
|
+$469M |
| 4 |
Bank of Montreal
BMO
|
+$224M |
| 5 |
FedEx
FDX
|
+$214M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$316M |
| 2 |
Microsoft
MSFT
|
+$315M |
| 3 |
Broadcom
AVGO
|
+$289M |
| 4 |
Fortinet
FTNT
|
+$284M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1526
Evercore
EVR
$11.4B
| $100K | ﹤0.01% |
295
+38
| +15% | +$13K |
|
1527
Mizuho Financial
MFG
$135B
| $100K | ﹤0.01% |
10,471
+1,076
| +11% | +$9.66K |
|
1528
Toro Company
TTC
$8.97B
| $100K | ﹤0.01% |
1,021
| – | – |
|
1529
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
| $98K | ﹤0.01% |
+1,979
| New | +$96.7K |
|
1530
Duolingo
DUOL
$6.85B
| $97K | ﹤0.01% |
844
+179
| +27% | +$19.6K |
|
1531
Fluor
FLR
$7.57B
| $97K | ﹤0.01% |
1,860
-141
| -7% | -$6.9K |
|
1532
AnaptysBio
ANAB
$1.68B
| $96K | ﹤0.01% |
1,428
| – | – |
|
1533
Ducommun
DCO
$2.54B
| $96K | ﹤0.01% |
521
| – | – |
|
1534
Prospect Capital
PSEC
$1.12B
| $96K | ﹤0.01% |
41,549
+1,549
| +4% | +$3.81K |
|
1535
Ambev
ABEV
$46.9B
| $95K | ﹤0.01% |
30,240
| – | – |
|
1536
iShares MSCI Canada ETF
EWC
$6.87B
| $94K | ﹤0.01% |
1,639
| – | – |
|
1537
Equinor
EQNR
$103B
| $93K | ﹤0.01% |
2,957
| – | – |
|
1538
Oshkosh
OSK
$9.49B
| $93K | ﹤0.01% |
612
| – | – |
|
1539
Sprott Physical Silver Trust
PSLV
$13.6B
| $93K | ﹤0.01% |
4,935
+2,335
| +90% | +$55K |
|
1540
Ferrari
RACE
$71.3B
| $93K | ﹤0.01% |
251
-9
| -3% | -$3.13K |
|
1541
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
| $93K | ﹤0.01% |
1,592
-2,413
| -60% | -$141K |
|
1542
Ares Capital
ARCC
$14.1B
| $92K | ﹤0.01% |
4,966
+3,500
| +239% | +$65.3K |
|
1543
Qorvo
QRVO
$9.18B
| $92K | ﹤0.01% |
986
| – | – |
|
1544
Dimensional International High Profitability ETF
DIHP
$6.55B
| $91K | ﹤0.01% |
+2,659
| New | +$90K |
|
1545
iShares Cybersecurity and Tech ETF
IHAK
$1.05B
| $90K | ﹤0.01% |
1,490
| – | – |
|
1546
iShares US Financial Services ETF
IYG
$2.21B
| $90K | ﹤0.01% |
+1,000
| New | +$87.7K |
|
1547
Kirby Corp
KEX
$7.29B
| $90K | ﹤0.01% |
658
+81
| +14% | +$11.6K |
|
1548
Philips
PHG
$24.7B
| $90K | ﹤0.01% |
3,317
+459
| +16% | +$12.2K |
|
1549
Alcoa
AA
$13.7B
| $89K | ﹤0.01% |
1,690
+131
| +8% | +$8.77K |
|
1550
VanEck Merk Gold Trust
OUNZ
$2.7B
| $89K | ﹤0.01% |
2,298
+1,228
| +115% | +$53.3K |
|
Similar funds
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.