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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 | |
|---|---|---|---|---|---|---|
1951
Integer Holdings
ITGR
$3.35B
| $18K | ﹤0.01% |
206
+155
| +304% | +$13.2K |
|
1952
Rogers Corp
ROG
$2.33B
| $18K | ﹤0.01% |
169
| – | – |
|
1953
Sunstone Hotel Investors
SHO
$2.19B
| $18K | ﹤0.01% |
2,017
+561
| +39% | +$5.15K |
|
1954
Stevanato
STVN
$5.37B
| $18K | ﹤0.01% |
1,325
-21,280
| -94% | -$353K |
|
1955
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.27B
| $18K | ﹤0.01% |
+369
| New | +$18.4K |
|
1956
Telus
TU
$16B
| $18K | ﹤0.01% |
+1,387
| New | +$18.8K |
|
1957
Viper Energy
VNOM
$8.81B
| $18K | ﹤0.01% |
392
-498
| -56% | -$21.4K |
|
1958
Workiva
WK
$2.94B
| $18K | ﹤0.01% |
305
-60
| -16% | -$4.18K |
|
1959
BrightSpring Health Services
BTSG
$14.3B
| $18K | ﹤0.01% |
440
+265
| +151% | +$10.7K |
|
|
FLG
1960
Flagstar Bank National Association
FLG
$5.77B
| $18K | ﹤0.01% |
1,392
+379
| +37% | +$4.97K |
|
1961
Albertsons Companies
ACI
$5.4B
| $17K | ﹤0.01% |
971
+14
| +1% | +$243 |
|
1962
Arm
ARM
$278B
| $17K | ﹤0.01% |
110
| – | – |
|
1963
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
| $17K | ﹤0.01% |
+754
| New | +$17.2K |
|
1964
Avis
CAR
$5.63B
| $17K | ﹤0.01% |
115
| – | – |
|
1965
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
| $17K | ﹤0.01% |
468
| – | – |
|
1966
Shift4
FOUR
$3.84B
| $17K | ﹤0.01% |
399
+233
| +140% | +$12.9K |
|
1967
Independence Realty Trust
IRT
$3.92B
| $17K | ﹤0.01% |
1,092
+410
| +60% | +$6.74K |
|
|
LTC
1968
LTC Properties
LTC
$2.16B
| $17K | ﹤0.01% |
461
+63
| +16% | +$2.37K |
|
1969
Monarch Casino & Resort
MCRI
$2.14B
| $17K | ﹤0.01% |
175
-73
| -29% | -$6.94K |
|
1970
MongoDB
MDB
$24B
| $17K | ﹤0.01% |
69
+42
| +156% | +$14K |
|
1971
MGE Energy Inc
MGEE
$3.11B
| $17K | ﹤0.01% |
222
+137
| +161% | +$10.8K |
|
1972
Vail Resorts
MTN
$5.19B
| $17K | ﹤0.01% |
135
-29
| -18% | -$3.96K |
|
1973
Minerals Technologies
MTX
$2.31B
| $17K | ﹤0.01% |
243
+74
| +44% | +$5.09K |
|
1974
N-able
NABL
$769M
| $17K | ﹤0.01% |
3,543
+3,431
| +3,063% | +$19.2K |
|
1975
Global X Defense Tech ETF
SHLD
$7.07B
| $17K | ﹤0.01% |
235
| – | – |
|
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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.