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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
(-2.3%)
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$324M |
| 2 |
Eli Lilly
LLY
|
+$276M |
| 3 |
McDonald's
MCD
|
+$240M |
| 4 |
XPO
XPO
|
+$233M |
| 5 |
Microsoft
MSFT
|
+$225M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$439M |
| 2 |
UnitedHealth
UNH
|
+$373M |
| 3 |
Boston Scientific
BSX
|
+$308M |
| 4 |
S&P Global
SPGI
|
+$266M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1551
Annaly Capital Management
NLY
$16.9B
| $79K | ﹤0.01% |
3,699
+1,105
| +43% | +$25.2K |
|
1552
Rithm Capital
RITM
$5.09B
| $79K | ﹤0.01% |
8,303
+5,417
| +188% | +$56.7K |
|
1553
Vornado Realty Trust
VNO
$7.47B
| $79K | ﹤0.01% |
3,019
+281
| +10% | +$8.32K |
|
|
SCHV
1554
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $78K | ﹤0.01% |
+2,549
| New | +$79.4K |
|
1555
Viking Therapeutics
VKTX
$4.04B
| $78K | ﹤0.01% |
+2,400
| New | +$77.1K |
|
1556
Evercore
EVR
$13.1B
| $77K | ﹤0.01% |
257
+43
| +20% | +$14.1K |
|
1557
Kirby Corp
KEX
$7.95B
| $77K | ﹤0.01% |
577
+62
| +12% | +$7.86K |
|
1558
Kymera Therapeutics
KYMR
$9.1B
| $77K | ﹤0.01% |
928
-22
| -2% | -$1.74K |
|
1559
Ovintiv
OVV
$17.5B
| $77K | ﹤0.01% |
1,288
+120
| +10% | +$5.79K |
|
1560
Qorvo
QRVO
$7.63B
| $77K | ﹤0.01% |
986
-26
| -3% | -$2.1K |
|
1561
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
| $77K | ﹤0.01% |
970
-460
| -32% | -$38K |
|
1562
UGI
UGI
$8B
| $77K | ﹤0.01% |
2,098
+700
| +50% | +$26.3K |
|
1563
AAR Corp
AIR
$5.15B
| $76K | ﹤0.01% |
697
+57
| +9% | +$6.13K |
|
1564
Philips
PHG
$25.4B
| $76K | ﹤0.01% |
2,858
+473
| +20% | +$13.4K |
|
|
PR
1565
Permian Resources
PR
$17.9B
| $76K | ﹤0.01% |
3,537
+621
| +21% | +$10.7K |
|
1566
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $76K | ﹤0.01% |
+689
| New | +$76K |
|
|
MRP
1567
Millrose Properties Inc
MRP
$4.74B
| $76K | ﹤0.01% |
2,732
-118,588
| -98% | -$3.57M |
|
1568
WisdomTree US MidCap Dividend Fund
DON
$4.03B
| $75K | ﹤0.01% |
1,430
+640
| +81% | +$34.5K |
|
1569
Mizuho Financial
MFG
$129B
| $75K | ﹤0.01% |
9,395
-416
| -4% | -$3.52K |
|
1570
Edgewise Therapeutics
EWTX
$4.39B
| $74K | ﹤0.01% |
2,350
| – | – |
|
1571
Liberty Media Series A
FWONA
$22.3B
| $74K | ﹤0.01% |
956
+115
| +14% | +$9.2K |
|
|
SF
1572
Stifel
SF
$12.3B
| $74K | ﹤0.01% |
1,009
-326
| -24% | -$25.9K |
|
1573
VanEck Semiconductor ETF
SMH
$67.6B
| $74K | ﹤0.01% |
194
-99
| -34% | -$39.3K |
|
1574
TD Synnex
SNX
$19.4B
| $74K | ﹤0.01% |
441
+167
| +61% | +$26.3K |
|
1575
Ally Financial
ALLY
$13.1B
| $73K | ﹤0.01% |
1,849
-72,914
| -98% | -$3M |
|
Similar funds
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.