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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 | |
|---|---|---|---|---|---|---|
1776
Addus HomeCare
ADUS
$2.14B
| $34K | ﹤0.01% |
369
-45
| -11% | -$4.77K |
|
|
ARI
1777
Apollo Commercial Real Estate
ARI
$887M
| $34K | ﹤0.01% |
3,255
+2,589
| +389% | +$27K |
|
1778
CNX Resources
CNX
$4.85B
| $34K | ﹤0.01% |
869
-198
| -19% | -$7.73K |
|
1779
California Water Service
CWT
$3.04B
| $34K | ﹤0.01% |
744
+301
| +68% | +$13.5K |
|
|
CALY
1780
Callaway Golf Company
CALY
$3.26B
| $34K | ﹤0.01% |
2,459
+331
| +16% | +$4.64K |
|
1781
Sylvamo
SLVM
$1.52B
| $34K | ﹤0.01% |
799
+139
| +21% | +$6.51K |
|
1782
Trinity Industries
TRN
$2.97B
| $34K | ﹤0.01% |
1,059
+177
| +20% | +$5.43K |
|
|
RHLD
1783
Resolute Holdings Management
RHLD
$1.09B
| $34K | ﹤0.01% |
209
| – | – |
|
1784
American Homes 4 Rent
AMH
$12B
| $33K | ﹤0.01% |
1,170
+483
| +70% | +$14.6K |
|
1785
Essential Properties Realty Trust
EPRT
$6.99B
| $33K | ﹤0.01% |
1,091
+208
| +24% | +$6.59K |
|
1786
PBF Energy
PBF
$7.29B
| $33K | ﹤0.01% |
698
-63
| -8% | -$2.36K |
|
|
PPLT
1787
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
| $33K | ﹤0.01% |
1,840
| – | – |
|
1788
Tanger
SKT
$4.82B
| $33K | ﹤0.01% |
952
+82
| +9% | +$2.82K |
|
1789
Takeda Pharmaceutical
TAK
$55.1B
| $33K | ﹤0.01% |
1,796
-418
| -19% | -$7.34K |
|
1790
Westamerica Bancorp
WABC
$1.39B
| $33K | ﹤0.01% |
636
+190
| +43% | +$9.64K |
|
1791
Interparfums
IPAR
$3.92B
| $32K | ﹤0.01% |
360
+31
| +9% | +$2.94K |
|
1792
Insperity
NSP
$1.85B
| $32K | ﹤0.01% |
1,200
-246
| -17% | -$7.91K |
|
1793
Ormat Technologies
ORA
$6.11B
| $32K | ﹤0.01% |
283
-3,016
| -91% | -$350K |
|
1794
Sunrun
RUN
$2.37B
| $32K | ﹤0.01% |
2,363
-4,192
| -64% | -$69.8K |
|
1795
Triple Flag Precious Metals
TFPM
$6B
| $32K | ﹤0.01% |
916
| – | – |
|
|
UCTT
1796
Ultra Clean Holdings
UCTT
$4.16B
| $32K | ﹤0.01% |
507
| – | – |
|
1797
Unitil
UTL
$1,000M
| $32K | ﹤0.01% |
610
+404
| +196% | +$20.7K |
|
|
AIV
1798
Aimco
AIV
$380M
| $31K | ﹤0.01% |
7,634
+7,618
| +47,613% | +$39.9K |
|
1799
ASE Group
ASX
$80.8B
| $31K | ﹤0.01% |
1,438
+827
| +135% | +$17.4K |
|
|
BBT
1800
Beacon Financial Corp
BBT
$2.53B
| $31K | ﹤0.01% |
1,042
+175
| +20% | +$5.11K |
|
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.