We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1626
Harley-Davidson
HOG
$2.68B
| $59K | ﹤0.01% |
2,937
+2,779
| +1,759% | +$54.5K |
|
1627
SM Energy
SM
$7.96B
| $59K | ﹤0.01% |
1,888
+1,641
| +664% | +$37.4K |
|
1628
Gaming and Leisure Properties
GLPI
$12.8B
| $58K | ﹤0.01% |
1,297
-9
| -0.7% | -$417 |
|
1629
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
| $58K | ﹤0.01% |
1,198
| – | – |
|
1630
National Grid
NGG
$82.7B
| $58K | ﹤0.01% |
688
-334
| -33% | -$28.8K |
|
1631
New York Times
NYT
$11.6B
| $58K | ﹤0.01% |
687
+176
| +34% | +$13.3K |
|
1632
Atlassian
TEAM
$22B
| $58K | ﹤0.01% |
848
-152
| -15% | -$15K |
|
1633
American Financial Group
AFG
$11.9B
| $57K | ﹤0.01% |
441
+73
| +20% | +$9.48K |
|
1634
Dynatrace
DT
$12.1B
| $57K | ﹤0.01% |
1,557
-1,439
| -48% | -$55K |
|
1635
Evertec
EVTC
$1.83B
| $57K | ﹤0.01% |
2,006
+1,817
| +961% | +$51.6K |
|
1636
iShares China Large-Cap ETF
FXI
$4.31B
| $57K | ﹤0.01% |
1,564
| – | – |
|
1637
Old Republic International
ORI
$10.3B
| $57K | ﹤0.01% |
1,425
+77
| +6% | +$3.17K |
|
1638
United Natural Foods
UNFI
$3.01B
| $57K | ﹤0.01% |
1,258
-647
| -34% | -$24.8K |
|
1639
Choice Hotels
CHH
$5.03B
| $56K | ﹤0.01% |
539
+447
| +486% | +$46.5K |
|
1640
Fidelity High Dividend ETF
FDVV
$10.1B
| $56K | ﹤0.01% |
+1,020
| New | +$58.7K |
|
1641
MaxLinear
MXL
$6.49B
| $56K | ﹤0.01% |
3,247
| – | – |
|
1642
Prosperity Bancshares
PB
$8.77B
| $56K | ﹤0.01% |
819
-68
| -8% | -$4.77K |
|
1643
Simply Good Foods
SMPL
$904M
| $56K | ﹤0.01% |
3,877
-686,986
| -99% | -$11.9M |
|
1644
Autoliv
ALV
$8.6B
| $55K | ﹤0.01% |
518
+70
| +16% | +$8.26K |
|
1645
Amkor Technology
AMKR
$16.1B
| $55K | ﹤0.01% |
1,216
+135
| +12% | +$6.47K |
|
1646
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $55K | ﹤0.01% |
599
+399
| +200% | +$36.5K |
|
1647
Invesco S&P International Developed Momentum ETF
IDMO
$3.99B
| $55K | ﹤0.01% |
1,010
+480
| +91% | +$27.5K |
|
1648
AGCO
AGCO
$8.78B
| $54K | ﹤0.01% |
456
+75
| +20% | +$9.09K |
|
1649
Alamos Gold
AGI
$12.4B
| $54K | ﹤0.01% |
1,214
-205
| -14% | -$9.04K |
|
1650
Idacorp
IDA
$8.23B
| $54K | ﹤0.01% |
382
-60
| -14% | -$8.23K |
|
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.