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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+24.45%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$72.7B
AUM Growth
+$9.11B
Cap. Flow
+$211M
Cap. Flow %
0.29%
Top 10 Hldgs %
31.56%
Holding
2,705
New
174
Increased
951
Reduced
819
Closed
152

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$691M
2
DRAM
Roundhill Memory ETF
DRAM
+$486M
3
AMD icon
Advanced Micro Devices
AMD
+$469M
4
BMO icon
Bank of Montreal
BMO
+$224M
5
FDX icon
FedEx
FDX
+$214M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$316M
2
MSFT icon
Microsoft
MSFT
+$315M
3
AVGO icon
Broadcom
AVGO
+$289M
4
FTNT icon
Fortinet
FTNT
+$284M
5
CME icon
CME Group
CME
+$263M

Sector Composition

Rank Sector Weight
1 Technology 30.3%
2 Industrials 12.04%
3 Financials 10.39%
4 Miscellaneous 10.1%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OLN icon
1876
Olin
OLN
$2.04B
$28K ﹤0.01%
1,392
+639
+85% +$16.7K
PDFS icon
1877
PDF Solutions
PDFS
$2.02B
$28K ﹤0.01%
405
+120
+42% +$5.95K
PRVA icon
1878
Privia Health
PRVA
$2.65B
$28K ﹤0.01%
1,086
-217
-17% -$5.03K
RIG icon
1879
Transocean
RIG
$6.43B
$28K ﹤0.01%
+5,665
New +$35.4K
SLGN icon
1880
Silgan Holdings
SLGN
$4.15B
$28K ﹤0.01%
590
+265
+82% +$10.6K
VNOM icon
1881
Viper Energy
VNOM
$16.1B
$28K ﹤0.01%
643
+251
+64% +$11.6K
ACRE
1882
Ares Commercial Real Estate
ACRE
$249M
$27K ﹤0.01%
+6,000
New +$29.6K
ADUS icon
1883
Addus HomeCare
ADUS
$2.23B
$27K ﹤0.01%
268
-101
-27% -$9.54K
AFRM icon
1884
Affirm
AFRM
$24.3B
$27K ﹤0.01%
328
-2
-0.6% -$131
ARRY icon
1885
Array Technologies
ARRY
$724M
$27K ﹤0.01%
3,640
– –
DKNG icon
1886
DraftKings
DKNG
$11.9B
$27K ﹤0.01%
1,046
-5
-0.5% -$123
EFC
1887
Ellington Financial
EFC
$1.72B
$27K ﹤0.01%
1,972
+425
+27% +$5.63K
FEZ icon
1888
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.46B
$27K ﹤0.01%
+395
New +$26.4K
NSA
1889
DELISTED
National Storage Affiliates Trust
NSA
$27K ﹤0.01%
606
-173,379
-100% -$7.43M
NTRA icon
1890
Natera
NTRA
$46.7B
$27K ﹤0.01%
100
-48
-32% -$10.2K
OTTR icon
1891
Otter Tail
OTTR
$3.78B
$27K ﹤0.01%
300
-108
-26% -$9.54K
RIVN icon
1892
Rivian
RIVN
$23.4B
$27K ﹤0.01%
1,601
+196
+14% +$3.06K
SUN icon
1893
Sunoco
SUN
$14.5B
$27K ﹤0.01%
400
– –
TFPM icon
1894
Triple Flag Precious Metals
TFPM
$6.97B
$27K ﹤0.01%
916
– –
ZM icon
1895
Zoom
ZM
$28.1B
$27K ﹤0.01%
306
+79
+35% +$7.47K
AKR icon
1896
Acadia Realty Trust
AKR
$2.8B
$26K ﹤0.01%
1,228
– –
CNK icon
1897
Cinemark Holdings
CNK
$4.19B
$26K ﹤0.01%
818
+180
+28% +$5.34K
CRNX
1898
DELISTED
Crinetics Pharmaceuticals
CRNX
$26K ﹤0.01%
683
-2,556
-79% -$95K
GH icon
1899
Guardant Health
GH
$21.6B
$26K ﹤0.01%
169
+31
+22% +$3.37K
GME icon
1900
GameStop
GME
$8.48B
$26K ﹤0.01%
1,146
-426
-27% -$9.76K
74 75
76
77 78

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Bessemer Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bessemer Group held 2,705 positions worth $72.7B, up 14% from $63.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Bessemer Group's Q2 2026 filing shows 174 new, 951 increased, 819 reduced and 152 closed positions. Its largest new stake was Roundhill Memory ETF: 9,329,592 shares worth $689M. The largest sale was Visa, an estimated $316M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q2 2026 buy was Roundhill Memory ETF: 9,329,592 shares worth $689M.
  • Bessemer Group added most to Tesla in Q2 2026, an estimated $691M increase.
  • Bessemer Group's biggest Q2 2026 reduction was Visa, cutting an estimated $316M.
  • Bessemer Group fully exited Tri Pointe Homes in Q2 2026, selling an estimated $4.46M.
  • Bessemer Group's ten largest holdings make up 32% of its $72.7B portfolio in Q2 2026.
  • Bessemer Group opened 174 new positions and closed 152 in Q2 2026.
  • Bessemer Group's portfolio value rose 14% quarter-over-quarter to $72.7B.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.