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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
AMCR icon
1526
Amcor
AMCR
$20.6B
$91K ﹤0.01%
2,284
-973
-30% -$43K
FOR icon
1527
Forestar Group
FOR
$1.44B
$91K ﹤0.01%
3,740
-16
-0.4% -$428
IVOO icon
1528
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
$91K ﹤0.01%
800
– –
LOAR icon
1529
Loar Holdings
LOAR
$6.64B
$91K ﹤0.01%
1,590
– –
EWC icon
1530
iShares MSCI Canada ETF
EWC
$6.04B
$90K ﹤0.01%
1,639
+39
+2% +$2.17K
OSK icon
1531
Oshkosh
OSK
$9.67B
$90K ﹤0.01%
612
+50
+9% +$7.79K
SRAD icon
1532
Sportradar
SRAD
$4.23B
$90K ﹤0.01%
5,375
-76
-1% -$1.41K
WBS icon
1533
Webster Financial
WBS
$12.3B
$90K ﹤0.01%
1,296
-17
-1% -$1.16K
ABEV icon
1534
Ambev
ABEV
$47.3B
$88K ﹤0.01%
30,240
+7,043
+30% +$20.1K
RACE icon
1535
Ferrari
RACE
$63.3B
$88K ﹤0.01%
260
-4,943
-95% -$1.73M
TKR icon
1536
Timken Company
TKR
$9.82B
$86K ﹤0.01%
862
+64
+8% +$6.36K
CURI icon
1537
CuriosityStream
CURI
$139M
$85K ﹤0.01%
28,854
– –
EXEL icon
1538
Exelixis
EXEL
$13.9B
$85K ﹤0.01%
1,972
+530
+37% +$22.8K
OGE icon
1539
OGE Energy
OGE
$10.3B
$85K ﹤0.01%
1,777
+715
+67% +$32.7K
VNQI icon
1540
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$85K ﹤0.01%
1,908
– –
AR icon
1541
Antero Resources
AR
$10.9B
$84K ﹤0.01%
1,957
+585
+43% +$21.4K
BXMT icon
1542
Blackstone Mortgage Trust
BXMT
$2.82B
$84K ﹤0.01%
4,409
+3,196
+263% +$61.6K
INSP icon
1543
Inspire Medical Systems
INSP
$1.42B
$83K ﹤0.01%
1,615
-4,092
-72% -$286K
PDBC icon
1544
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$83K ﹤0.01%
4,806
– –
LFST icon
1545
Lifestance Health
LFST
$4.16B
$82K ﹤0.01%
12,873
– –
CBT icon
1546
Cabot Corp
CBT
$4.65B
$81K ﹤0.01%
1,072
+18
+2% +$1.31K
CWST icon
1547
Casella Waste Systems
CWST
$5.69B
$81K ﹤0.01%
1,010
+52
+5% +$4.98K
KD icon
1548
Kyndryl
KD
$2.66B
$80K ﹤0.01%
6,079
+592
+11% +$10.4K
ANAB icon
1549
AnaptysBio
ANAB
$1.6B
$79K ﹤0.01%
1,428
-33
-2% -$1.78K
FNF icon
1550
Fidelity National Financial
FNF
$13.9B
$79K ﹤0.01%
1,693
+113
+7% +$5.87K
60 61
62
63 64

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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
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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.