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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 | |
|---|---|---|---|---|---|---|
1751
Customers Bancorp
CUBI
$2.59B
| $37K | ﹤0.01% |
528
+232
| +78% | +$16.9K |
|
1752
Healthpeak Properties
DOC
$15.4B
| $37K | ﹤0.01% |
2,186
-1,326
| -38% | -$22.7K |
|
1753
Glacier Bancorp
GBCI
$6.55B
| $37K | ﹤0.01% |
814
+146
| +22% | +$6.91K |
|
1754
Kite Realty
KRG
$5.95B
| $37K | ﹤0.01% |
1,519
+467
| +44% | +$11.5K |
|
1755
Macy's
M
$6.15B
| $37K | ﹤0.01% |
2,026
+5
| +0.2% | +$101 |
|
1756
BlackRock MuniYield Quality Fund III
MYI
$709M
| $37K | ﹤0.01% |
3,500
| – | – |
|
1757
Sprott Physical Gold and Silver Trust
CEF
$7.43B
| $36K | ﹤0.01% |
760
| – | – |
|
1758
JFrog
FROG
$9.71B
| $36K | ﹤0.01% |
+765
| New | +$37.6K |
|
1759
GameStop
GME
$9.5B
| $36K | ﹤0.01% |
1,572
-110
| -7% | -$2.55K |
|
1760
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
| $36K | ﹤0.01% |
2,512
| – | – |
|
1761
MP Materials
MP
$7.35B
| $36K | ﹤0.01% |
744
+135
| +22% | +$8.07K |
|
1762
Otter Tail
OTTR
$3.88B
| $36K | ﹤0.01% |
408
+108
| +36% | +$9.34K |
|
1763
Vertex
VERX
$1.92B
| $36K | ﹤0.01% |
3,007
-19,909
| -87% | -$310K |
|
1764
VF Corp
VFC
$6.68B
| $36K | ﹤0.01% |
2,102
+1,001
| +91% | +$18.9K |
|
|
TMUSL
1765
T-Mobile US 6.250% Senior Notes due 2069
TMUSL
| $36K | ﹤0.01% |
+1,500
| New | +$37.3K |
|
1766
ACV Auctions
ACVA
$1.35B
| $35K | ﹤0.01% |
8,352
| – | – |
|
1767
Black Hills Corp
BKH
$5.73B
| $35K | ﹤0.01% |
498
| – | – |
|
1768
Brixmor Property Group
BRX
$9.95B
| $35K | ﹤0.01% |
1,211
-123,103
| -99% | -$3.48M |
|
1769
Cushman & Wakefield Ltd
CWK
$2.98B
| $35K | ﹤0.01% |
2,869
-868,945
| -100% | -$12.5M |
|
1770
Fomento Económico Mexicano
FMX
$43.3B
| $35K | ﹤0.01% |
312
| – | – |
|
1771
Halozyme
HALO
$9.72B
| $35K | ﹤0.01% |
539
-163
| -23% | -$11.5K |
|
1772
Ingredion
INGR
$6.38B
| $35K | ﹤0.01% |
308
+84
| +38% | +$9.64K |
|
1773
Lyft
LYFT
$5.39B
| $35K | ﹤0.01% |
2,635
+2,500
| +1,852% | +$38.7K |
|
1774
NBT Bancorp
NBTB
$2.72B
| $35K | ﹤0.01% |
832
+324
| +64% | +$14.1K |
|
1775
SolarEdge
SEDG
$2.59B
| $35K | ﹤0.01% |
680
-761
| -53% | -$28.6K |
|
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.