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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
ZETA icon
1951
Zeta Global
ZETA
$7.73B
$23K ﹤0.01%
1,178
– –
AMR icon
1952
Alpha Metallurgical Resources
AMR
$2.84B
$22K ﹤0.01%
133
+25
+23% +$4.77K
ANDE icon
1953
Andersons Inc
ANDE
$2.41B
$22K ﹤0.01%
324
+70
+28% +$5.09K
BBEU icon
1954
JPMorgan BetaBuilders Europe ETF
BBEU
$9.4B
$22K ﹤0.01%
+278
New +$21.3K
CENT icon
1955
Central Garden & Pet Co
CENT
$2.56B
$22K ﹤0.01%
504
– –
COWZ icon
1956
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$22K ﹤0.01%
347
-800
-70% -$50.5K
DLB icon
1957
Dolby
DLB
$5.84B
$22K ﹤0.01%
411
+311
+311% +$17.8K
DOCS icon
1958
Doximity
DOCS
$4.35B
$22K ﹤0.01%
1,062
+809
+320% +$17.9K
FUN icon
1959
Cedar Fair
FUN
$1.61B
$22K ﹤0.01%
1,033
+270
+35% +$5.51K
GCOW icon
1960
Pacer Global Cash Cows Dividend ETF
GCOW
$3.54B
$22K ﹤0.01%
500
– –
MTX icon
1961
Minerals Technologies
MTX
$2.2B
$22K ﹤0.01%
313
+70
+29% +$5.29K
PEB icon
1962
Pebblebrook Hotel Trust
PEB
$1.99B
$22K ﹤0.01%
1,090
+390
+56% +$6.01K
POST icon
1963
Post Holdings
POST
$3.73B
$22K ﹤0.01%
242
+95
+65% +$9.25K
PUK icon
1964
Prudential
PUK
$34B
$22K ﹤0.01%
806
– –
SEM
1965
DELISTED
Select Medical
SEM
$22K ﹤0.01%
1,356
+11
+0.8% +$181
VC icon
1966
Visteon
VC
$2.69B
$22K ﹤0.01%
217
+55
+34% +$6.01K
LOAR icon
1967
Loar Holdings
LOAR
$6.34B
$22K ﹤0.01%
270
-1,320
-83% -$84.1K
QXO
1968
QXO Inc
QXO
$13.7B
$22K ﹤0.01%
1,302
-1,621,045
-100% -$30.2M
AU icon
1969
AngloGold Ashanti
AU
$54.5B
$21K ﹤0.01%
259
– –
BAP icon
1970
Credicorp
BAP
$30B
$21K ﹤0.01%
53
– –
CBU icon
1971
Community Bank
CBU
$3.32B
$21K ﹤0.01%
314
-80
-20% -$5.06K
CHRD icon
1972
Chord Energy
CHRD
$8.07B
$21K ﹤0.01%
184
-6
-3% -$814
EZPW icon
1973
Ezcorp Inc
EZPW
$2.03B
$21K ﹤0.01%
588
– –
FRPT icon
1974
Freshpet
FRPT
$3.23B
$21K ﹤0.01%
358
+16
+5% +$916
GIL icon
1975
Gildan
GIL
$9.55B
$21K ﹤0.01%
420
-27,189
-98% -$1.56M
77 78
79
80 81

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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.