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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
SMG icon
1976
ScottsMiracle-Gro
SMG
$4.03B
$17K ﹤0.01%
271
+78
+40% +$5.04K
VDC icon
1977
Vanguard Consumer Staples ETF
VDC
$7.86B
$17K ﹤0.01%
+75
New +$17.2K
WT icon
1978
WisdomTree
WT
$2.97B
$17K ﹤0.01%
1,138
– –
ALGM icon
1979
Allegro MicroSystems
ALGM
$8.58B
$16K ﹤0.01%
509
+152
+43% +$5.24K
APAM icon
1980
Artisan Partners
APAM
$2.79B
$16K ﹤0.01%
440
-110
-20% -$4.5K
APLD icon
1981
Applied Digital
APLD
$7.77B
$16K ﹤0.01%
673
– –
BCC icon
1982
Boise Cascade
BCC
$2.74B
$16K ﹤0.01%
213
+124
+139% +$9.94K
CROX icon
1983
Crocs
CROX
$6.69B
$16K ﹤0.01%
197
+17
+9% +$1.46K
FLQM icon
1984
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$16K ﹤0.01%
300
– –
HRMY icon
1985
Harmony Biosciences
HRMY
$2.04B
$16K ﹤0.01%
555
+318
+134% +$10.4K
LVHI icon
1986
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
$16K ﹤0.01%
400
– –
SRPT icon
1987
Sarepta Therapeutics
SRPT
$1.66B
$16K ﹤0.01%
734
+583
+386% +$11.3K
VSH icon
1988
Vishay Intertechnology
VSH
$5.86B
$16K ﹤0.01%
882
+268
+44% +$4.87K
AAMI
1989
Acadian Asset Management
AAMI
$2.88B
$16K ﹤0.01%
276
– –
AFRM icon
1990
Affirm
AFRM
$23.5B
$15K ﹤0.01%
330
-164
-33% -$9.47K
ASTE icon
1991
Astec Industries
ASTE
$1.3B
$15K ﹤0.01%
277
– –
BFAM icon
1992
Bright Horizons
BFAM
$3.99B
$15K ﹤0.01%
177
-200,762
-100% -$16.9M
CPA icon
1993
Copa Holdings
CPA
$5.56B
$15K ﹤0.01%
128
– –
CSGS
1994
DELISTED
CSG Systems International
CSGS
$15K ﹤0.01%
196
– –
EWW icon
1995
iShares MSCI Mexico ETF
EWW
$1.89B
$15K ﹤0.01%
200
– –
EZPW icon
1996
Ezcorp Inc
EZPW
$1.82B
$15K ﹤0.01%
588
+233
+66% +$5.59K
JBSS icon
1997
John B. Sanfilippo & Son
JBSS
$949M
$15K ﹤0.01%
182
– –
KGS icon
1998
Kodiak Gas Services
KGS
$5.96B
$15K ﹤0.01%
260
+44
+20% +$2.14K
KMPR icon
1999
Kemper
KMPR
$1.7B
$15K ﹤0.01%
+505
New +$17.3K
LNN icon
2000
Lindsay Corp
LNN
$1.16B
$15K ﹤0.01%
126
+85
+207% +$10.8K
78 79
80
81 82

Similar funds

Renaissance Technologies
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Baird Financial Group
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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
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Artisan Partners
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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.