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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
SMCI icon
1701
Super Micro Computer
SMCI
$19.5B
$45K ﹤0.01%
1,991
-366
-16% -$11K
TXNM
1702
TXNM Energy Inc
TXNM
$6.47B
$45K ﹤0.01%
766
– –
AIN icon
1703
Albany International
AIN
$2.14B
$44K ﹤0.01%
841
+53
+7% +$2.97K
HSAI
1704
Hesai Group
HSAI
$2.29B
$44K ﹤0.01%
2,325
+725
+45% +$18.3K
SCHA icon
1705
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$44K ﹤0.01%
+1,514
New +$45.4K
ALGN icon
1706
Align Technology
ALGN
$12B
$43K ﹤0.01%
247
+67
+37% +$11.7K
BYD icon
1707
Boyd Gaming
BYD
$6.47B
$43K ﹤0.01%
526
+203
+63% +$17K
LAD icon
1708
Lithia Motors
LAD
$7.78B
$43K ﹤0.01%
173
+70
+68% +$20.8K
NWG icon
1709
NatWest
NWG
$71.5B
$43K ﹤0.01%
2,811
-2,988
-52% -$49.6K
APGE icon
1710
Apogee Therapeutics
APGE
$10.2B
$42K ﹤0.01%
505
-11
-2% -$799
DFJ icon
1711
WisdomTree Japan SmallCap Dividend Fund
DFJ
$385M
$42K ﹤0.01%
412
– –
DJP icon
1712
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$42K ﹤0.01%
870
– –
HASI icon
1713
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
$42K ﹤0.01%
1,147
+144
+14% +$5.13K
JEF icon
1714
Jefferies Financial Group
JEF
$12.9B
$42K ﹤0.01%
1,031
+25
+2% +$1.3K
LAMR icon
1715
Lamar Advertising Co
LAMR
$16.2B
$42K ﹤0.01%
332
-412
-55% -$54K
OUT icon
1716
Outfront Media
OUT
$5.64B
$42K ﹤0.01%
1,602
– –
SBRA icon
1717
Sabra Healthcare REIT
SBRA
$5.64B
$42K ﹤0.01%
2,184
+268
+14% +$5.28K
WTM icon
1718
White Mountains Insurance
WTM
$5.47B
$42K ﹤0.01%
19
-7
-27% -$15K
DOCU
1719
DocuSign
DOCU
$9.63B
$41K ﹤0.01%
868
-18
-2% -$921
EMLP icon
1720
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
$41K ﹤0.01%
+940
New +$39.1K
FLBR icon
1721
Franklin FTSE Brazil ETF
FLBR
$537M
$41K ﹤0.01%
1,719
– –
GPK icon
1722
Graphic Packaging
GPK
$3.26B
$41K ﹤0.01%
4,148
+2,994
+259% +$37.7K
JHG
1723
DELISTED
Janus Henderson
JHG
$41K ﹤0.01%
802
-10
-1% -$495
MAC icon
1724
Macerich
MAC
$7.32B
$41K ﹤0.01%
2,132
+160
+8% +$3.03K
NMR icon
1725
Nomura Holdings
NMR
$28.7B
$41K ﹤0.01%
5,183
+1,161
+29% +$10K
67 68
69
70 71

Similar funds

Renaissance Technologies
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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
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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
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.