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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
FTS icon
1601
Fortis
FTS
$30B
$65K ﹤0.01%
1,167
+546
+88% +$30K
IHAK icon
1602
iShares Cybersecurity and Tech ETF
IHAK
$994M
$65K ﹤0.01%
+1,490
New +$68.1K
OHI icon
1603
Omega Healthcare
OHI
$15.4B
$65K ﹤0.01%
1,505
+306
+26% +$14K
DCO icon
1604
Ducommun
DCO
$2.68B
$64K ﹤0.01%
521
– –
FCN icon
1605
FTI Consulting
FCN
$4.82B
$64K ﹤0.01%
361
+106
+42% +$18.1K
RRC icon
1606
Range Resources
RRC
$9.11B
$64K ﹤0.01%
1,397
-504
-27% -$19.6K
UROY
1607
Uranium Royalty Corp
UROY
$434M
$64K ﹤0.01%
17,589
– –
ATR icon
1608
AptarGroup
ATR
$8.45B
$63K ﹤0.01%
501
-840
-63% -$109K
COKE icon
1609
Coca-Cola Consolidated
COKE
$12.3B
$63K ﹤0.01%
331
+53
+19% +$9.28K
EXLS icon
1610
EXL Service
EXLS
$4.23B
$63K ﹤0.01%
2,027
-511,878
-100% -$17.7M
FNB icon
1611
FNB Corp
FNB
$6.78B
$63K ﹤0.01%
3,729
+415
+13% +$7.17K
PSLV icon
1612
Sprott Physical Silver Trust
PSLV
$11.9B
$63K ﹤0.01%
2,600
– –
PCG.PRX
1613
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.4B
$63K ﹤0.01%
1,454
– –
FXL icon
1614
First Trust Technology AlphaDEX Fund
FXL
$2.47B
$62K ﹤0.01%
387
+155
+67% +$25.9K
OLLI icon
1615
Ollie's Bargain Outlet
OLLI
$4.01B
$62K ﹤0.01%
678
+90
+15% +$9.72K
SMFG icon
1616
Sumitomo Mitsui Financial
SMFG
$166B
$62K ﹤0.01%
3,144
-715
-19% -$15K
GHC icon
1617
Graham Holdings Company
GHC
$4.97B
$61K ﹤0.01%
57
+48
+533% +$52.9K
IWX icon
1618
iShares Russell Top 200 Value ETF
IWX
$4.03B
$61K ﹤0.01%
+660
New +$62.8K
RIO icon
1619
Rio Tinto
RIO
$148B
$61K ﹤0.01%
655
-3,683
-85% -$336K
SPRY icon
1620
ARS Pharmaceuticals
SPRY
$590M
$61K ﹤0.01%
7,525
+7,290
+3,102% +$69.9K
SPSM icon
1621
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$61K ﹤0.01%
1,271
+241
+23% +$11.9K
REET icon
1622
iShares Global REIT ETF
REET
$5.12B
$60K ﹤0.01%
2,361
+1,307
+124% +$33.9K
AN icon
1623
AutoNation
AN
$6.97B
$59K ﹤0.01%
306
+76
+33% +$15.3K
DKS icon
1624
Dick's Sporting Goods
DKS
$18.4B
$59K ﹤0.01%
295
+36
+14% +$7.31K
FIVE icon
1625
Five Below
FIVE
$11.2B
$59K ﹤0.01%
257
+54
+27% +$11.3K
63 64
65
66 67

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
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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.