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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
EGP icon
1576
EastGroup Properties
EGP
$11.5B
$73K ﹤0.01%
400
+24
+6% +$4.48K
COWZ icon
1577
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$72K ﹤0.01%
1,147
+547
+91% +$34.4K
ENIC icon
1578
Enel Chile
ENIC
$5.96B
$72K ﹤0.01%
18,212
+372
+2% +$1.55K
FTA icon
1579
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.38B
$72K ﹤0.01%
784
– –
WVE icon
1580
Wave Life Sciences
WVE
$1.12B
$72K ﹤0.01%
9,925
-37
-0.4% -$482
ANF icon
1581
Abercrombie & Fitch
ANF
$4.17B
$71K ﹤0.01%
774
+39
+5% +$3.79K
NJR icon
1582
New Jersey Resources
NJR
$6.06B
$71K ﹤0.01%
1,289
+526
+69% +$27.2K
ANG.PRD
1583
American National Group Inc Series D Preferred Stock
ANG.PRD
$71K ﹤0.01%
+3,000
New +$74.5K
AL
1584
DELISTED
Air Lease Corp
AL
$70K ﹤0.01%
1,063
-4,425
-81% -$286K
FHLC icon
1585
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$69K ﹤0.01%
+975
New +$71.9K
NZF icon
1586
Nuveen Municipal Credit Income Fund
NZF
$2.4B
$69K ﹤0.01%
5,643
– –
ROIV icon
1587
Roivant Sciences
ROIV
$25.2B
$69K ﹤0.01%
2,465
+441
+22% +$11.3K
YUMC icon
1588
Yum China
YUMC
$14.9B
$69K ﹤0.01%
1,405
-124
-8% -$6.42K
PINS icon
1589
Pinterest
PINS
$12.4B
$68K ﹤0.01%
3,712
+3,031
+445% +$63.3K
SOXX icon
1590
iShares Semiconductor ETF
SOXX
$44.2B
$68K ﹤0.01%
206
– –
GTLS
1591
DELISTED
Chart Industries
GTLS
$67K ﹤0.01%
320
-18
-5% -$3.73K
NNN icon
1592
NNN REIT
NNN
$9.39B
$67K ﹤0.01%
1,597
+104
+7% +$4.48K
OII icon
1593
Oceaneering
OII
$5.25B
$67K ﹤0.01%
1,885
-142
-7% -$4.59K
VTIP icon
1594
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$67K ﹤0.01%
1,345
-3,115
-70% -$155K
BNDX icon
1595
Vanguard Total International Bond ETF
BNDX
$82B
$66K ﹤0.01%
1,371
+1,077
+366% +$52.2K
DUOL icon
1596
Duolingo
DUOL
$5.7B
$66K ﹤0.01%
665
+91
+16% +$11.2K
LEN.B icon
1597
Lennar Class B
LEN.B
$20B
$66K ﹤0.01%
788
-17
-2% -$1.71K
RPM icon
1598
RPM International
RPM
$13.7B
$66K ﹤0.01%
663
-277
-29% -$29.9K
UUUU icon
1599
Energy Fuels
UUUU
$2.82B
$66K ﹤0.01%
3,605
-49
-1% -$1.01K
DFUV icon
1600
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$65K ﹤0.01%
1,344
– –
62 63
64
65 66

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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.