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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
PFBC icon
2001
Preferred Bank
PFBC
$1.22B
$15K ﹤0.01%
169
+17
+11% +$1.54K
PSN icon
2002
Parsons
PSN
$6.28B
$15K ﹤0.01%
266
-42
-14% -$2.68K
REXR icon
2003
Rexford Industrial Realty
REXR
$8.7B
$15K ﹤0.01%
466
+26
+6% +$976
SYNA icon
2004
Synaptics
SYNA
$4.41B
$15K ﹤0.01%
210
+58
+38% +$4.71K
TRST
2005
Trustco Bank Corp NY
TRST
$977M
$15K ﹤0.01%
336
– –
VC icon
2006
Visteon
VC
$2.77B
$15K ﹤0.01%
162
+61
+60% +$5.77K
WSBC icon
2007
WesBanco
WSBC
$3.95B
$15K ﹤0.01%
424
– –
XNCR icon
2008
Xencor
XNCR
$1.44B
$15K ﹤0.01%
1,237
+820
+197% +$10.2K
XPRO icon
2009
Expro Ltd
XPRO
$1.79B
$15K ﹤0.01%
852
– –
COTY icon
2010
Coty
COTY
$2.33B
$14K ﹤0.01%
+7,114
New +$19.1K
CSR
2011
Centerspace
CSR
$936M
$14K ﹤0.01%
251
+173
+222% +$10.9K
FTAI icon
2012
FTAI Aviation
FTAI
$22.2B
$14K ﹤0.01%
57
– –
FUN icon
2013
Cedar Fair
FUN
$1.78B
$14K ﹤0.01%
763
+548
+255% +$9.25K
HAFC icon
2014
Hanmi Financial
HAFC
$943M
$14K ﹤0.01%
525
– –
HAE icon
2015
Haemonetics
HAE
$3.58B
$14K ﹤0.01%
248
+12
+5% +$782
HTZ icon
2016
Hertz
HTZ
$572M
$14K ﹤0.01%
3,023
– –
IPGP icon
2017
IPG Photonics
IPGP
$3.89B
$14K ﹤0.01%
123
+54
+78% +$5.86K
JHX icon
2018
James Hardie Industries
JHX
$15.4B
$14K ﹤0.01%
685
-275
-29% -$6.19K
MARA icon
2019
Marathon Digital Holdings
MARA
$4.62B
$14K ﹤0.01%
1,788
+1,018
+132% +$9.21K
POST icon
2020
Post Holdings
POST
$4.12B
$14K ﹤0.01%
147
+19
+15% +$1.94K
SHC icon
2021
Sotera Health
SHC
$4.95B
$14K ﹤0.01%
933
+37
+4% +$614
VYGR icon
2022
Voyager Therapeutics
VYGR
$187M
$14K ﹤0.01%
3,513
– –
MDST
2023
Westwood Salient Enhanced Midstream Income ETF
MDST
$289M
$14K ﹤0.01%
500
– –
WAY
2024
Waystar Holding Corp
WAY
$4.32B
$14K ﹤0.01%
+573
New +$15.2K
ALGT icon
2025
Allegiant Air
ALGT
$2.64B
$13K ﹤0.01%
157
– –
79 80
81
82 83

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.