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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 | |
|---|---|---|---|---|---|---|
1901
Olin
OLN
$2.64B
| $22K | ﹤0.01% |
753
-533
| -41% | -$13K |
|
1902
Bank OZK
OZK
$5.49B
| $22K | ﹤0.01% |
471
+123
| +35% | +$5.79K |
|
1903
Pacira BioSciences
PCRX
$1.02B
| $22K | ﹤0.01% |
967
+356
| +58% | +$7.91K |
|
1904
Prudential
PUK
$36.5B
| $22K | ﹤0.01% |
806
-560
| -41% | -$17.3K |
|
1905
Qualys
QLYS
$4.84B
| $22K | ﹤0.01% |
254
+133
| +110% | +$14.7K |
|
1906
Seacoast Banking Corp of Florida
SBCF
$3.26B
| $22K | ﹤0.01% |
733
-120
| -14% | -$3.87K |
|
|
SEM
1907
DELISTED
Select Medical
SEM
| $22K | ﹤0.01% |
1,345
+812
| +152% | +$12.7K |
|
1908
SoFi Technologies
SOFI
$21.1B
| $22K | ﹤0.01% |
1,351
| – | – |
|
1909
Tootsie Roll Industries
TR
$2.82B
| $22K | ﹤0.01% |
517
+137
| +36% | +$5.37K |
|
|
WSR
1910
DELISTED
Whitestone REIT
WSR
| $22K | ﹤0.01% |
1,387
+381
| +38% | +$5.74K |
|
1911
CubeSmart
CUBE
$9.53B
| $21K | ﹤0.01% |
569
+211
| +59% | +$8.09K |
|
|
EHAB
1912
DELISTED
Enhabit
EHAB
| $21K | ﹤0.01% |
1,500
| – | – |
|
1913
Franklin Electric
FELE
$4.67B
| $21K | ﹤0.01% |
225
-1,951
| -90% | -$191K |
|
1914
First Financial Bancorp
FFBC
$3.55B
| $21K | ﹤0.01% |
758
| – | – |
|
1915
Freshpet
FRPT
$2.83B
| $21K | ﹤0.01% |
342
-16,021
| -98% | -$1.13M |
|
1916
Insteel Industries
IIIN
$633M
| $21K | ﹤0.01% |
622
+153
| +33% | +$5.25K |
|
1917
LivaNova
LIVN
$4.3B
| $21K | ﹤0.01% |
327
+17
| +5% | +$1.1K |
|
1918
NOV
NOV
$7.45B
| $21K | ﹤0.01% |
1,142
-34
| -3% | -$639 |
|
1919
Rivian
RIVN
$22.9B
| $21K | ﹤0.01% |
1,405
-5,696
| -80% | -$91.1K |
|
1920
Selective Insurance
SIGI
$5.74B
| $21K | ﹤0.01% |
281
+115
| +69% | +$9.41K |
|
|
GAP
1921
The Gap Inc
GAP
$6.84B
| $21K | ﹤0.01% |
906
+207
| +30% | +$5.48K |
|
1922
Cleveland-Cliffs
CLF
$6.81B
| $20K | ﹤0.01% |
2,362
+981
| +71% | +$11.2K |
|
|
GTY
1923
Getty Realty Corp
GTY
$2.1B
| $20K | ﹤0.01% |
617
| – | – |
|
1924
Harmonic Inc
HLIT
$1.21B
| $20K | ﹤0.01% |
2,282
| – | – |
|
1925
ICU Medical
ICUI
$3.93B
| $20K | ﹤0.01% |
160
+37
| +30% | +$5.32K |
|
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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.