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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
FBNC icon
1876
First Bancorp
FBNC
$2.6B
$24K ﹤0.01%
426
+12
+3% +$684
G icon
1877
Genpact
G
$5.3B
$24K ﹤0.01%
648
+39
+6% +$1.61K
HIMS icon
1878
Hims & Hers Health
HIMS
$6.5B
$24K ﹤0.01%
1,154
-1,867
-62% -$44.1K
HOPE icon
1879
Hope Bancorp
HOPE
$1.72B
$24K ﹤0.01%
2,130
– –
MPT
1880
Medical Properties Trust
MPT
$2.89B
$24K ﹤0.01%
5,065
+972
+24% +$5.07K
NMRK icon
1881
Newmark Group
NMRK
$2.73B
$24K ﹤0.01%
1,620
-94
-5% -$1.48K
NWBI icon
1882
Northwest Bancshares
NWBI
$2.25B
$24K ﹤0.01%
1,882
+451
+32% +$5.67K
RBLX icon
1883
Roblox
RBLX
$34B
$24K ﹤0.01%
427
-34
-7% -$2.28K
AKR icon
1884
Acadia Realty Trust
AKR
$2.99B
$23K ﹤0.01%
1,228
+433
+54% +$8.83K
APLE icon
1885
Apple Hospitality REIT
APLE
$3.96B
$23K ﹤0.01%
1,967
+624
+46% +$7.54K
BANR icon
1886
Banner Corp
BANR
$2.39B
$23K ﹤0.01%
373
+56
+18% +$3.47K
CBU icon
1887
Community Bank
CBU
$3.53B
$23K ﹤0.01%
394
+80
+25% +$4.9K
DKNG icon
1888
DraftKings
DKNG
$11.4B
$23K ﹤0.01%
1,051
+490
+87% +$13.3K
GCOW icon
1889
Pacer Global Cash Cows Dividend ETF
GCOW
$3.33B
$23K ﹤0.01%
500
– –
INVA icon
1890
Innoviva
INVA
$1.58B
$23K ﹤0.01%
984
+28
+3% +$603
NRO
1891
Neuberger Real Estate Securities Income Fund Inc
NRO
$194M
$23K ﹤0.01%
7,958
– –
SAIC icon
1892
Saic
SAIC
$5.03B
$23K ﹤0.01%
244
-146
-37% -$14.3K
VECO icon
1893
Veeco
VECO
$3.15B
$23K ﹤0.01%
680
– –
AMR icon
1894
Alpha Metallurgical Resources
AMR
$1.82B
$22K ﹤0.01%
108
-46
-30% -$9.32K
AVDV icon
1895
Avantis International Small Cap Value ETF
AVDV
$18.9B
$22K ﹤0.01%
221
-498
-69% -$50.8K
CAE icon
1896
CAE Inc. Common Shares
CAE
$8.1B
$22K ﹤0.01%
845
-186
-18% -$5.63K
CDP icon
1897
COPT Defense Properties
CDP
$4.31B
$22K ﹤0.01%
719
-116
-14% -$3.61K
DFAS icon
1898
Dimensional US Small Cap ETF
DFAS
$15.2B
$22K ﹤0.01%
304
+176
+138% +$12.9K
HURN icon
1899
Huron Consulting
HURN
$1.82B
$22K ﹤0.01%
166
-14
-8% -$2.1K
IGF icon
1900
iShares Global Infrastructure ETF
IGF
$11B
$22K ﹤0.01%
+330
New +$21.7K
74 75
76
77 78

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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.