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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
BRBR icon
2026
BellRing Brands
BRBR
$1.51B
$13K ﹤0.01%
782
-20,737
-96% -$420K
CCOR icon
2027
Core Alternative Capital
CCOR
$27.8M
$13K ﹤0.01%
512
-1,445
-74% -$38.7K
DCOM icon
2028
Dime Commercial Bancshares
DCOM
$1.75B
$13K ﹤0.01%
383
– –
ESLT icon
2029
Elbit Systems
ESLT
$38.4B
$13K ﹤0.01%
15
– –
GH icon
2030
Guardant Health
GH
$19.5B
$13K ﹤0.01%
138
+88
+176% +$8.84K
GLP icon
2031
Global Partners
GLP
$1.64B
$13K ﹤0.01%
+300
New +$13.9K
GMAB icon
2032
Genmab
GMAB
$17.7B
$13K ﹤0.01%
519
-265
-34% -$7.94K
GTX icon
2033
Garrett Motion
GTX
$5.9B
$13K ﹤0.01%
734
+291
+66% +$5.43K
HACK icon
2034
Amplify Cybersecurity ETF
HACK
$2.63B
$13K ﹤0.01%
168
– –
HRB icon
2035
H&R Block
HRB
$5.18B
$13K ﹤0.01%
434
+16
+4% +$558
LEG icon
2036
Leggett & Platt
LEG
$1.52B
$13K ﹤0.01%
1,295
-280,033
-100% -$3.2M
LPX icon
2037
Louisiana-Pacific
LPX
$5.2B
$13K ﹤0.01%
199
+10
+5% +$842
MDGL icon
2038
Madrigal Pharmaceuticals
MDGL
$12.6B
$13K ﹤0.01%
24
– –
MMI icon
2039
Marcus & Millichap
MMI
$1.15B
$13K ﹤0.01%
+479
New +$12.6K
PK icon
2040
Park Hotels & Resorts
PK
$2.97B
$13K ﹤0.01%
1,255
+457
+57% +$5.05K
RXO icon
2041
RXO
RXO
$4.23B
$13K ﹤0.01%
877
+337
+62% +$4.95K
SLGN icon
2042
Silgan Holdings
SLGN
$4.91B
$13K ﹤0.01%
325
-99
-23% -$4.34K
STC icon
2043
Stewart Information Services
STC
$2.05B
$13K ﹤0.01%
205
-5
-2% -$333
TREX icon
2044
Trex
TREX
$4.51B
$13K ﹤0.01%
394
+118
+43% +$4.75K
UVSP icon
2045
Univest Financial
UVSP
$1.23B
$13K ﹤0.01%
380
– –
VRE
2046
DELISTED
Veris Residential
VRE
$13K ﹤0.01%
652
+569
+686% +$9.65K
VRTS icon
2047
Virtus Investment Partners
VRTS
$1.11B
$13K ﹤0.01%
95
+61
+179% +$9K
VTOL icon
2048
Bristow Group
VTOL
$1.35B
$13K ﹤0.01%
268
– –
ADEA icon
2049
Adeia
ADEA
$2.86B
$12K ﹤0.01%
514
– –
ASA
2050
ASA Gold and Precious Metals
ASA
$950M
$12K ﹤0.01%
200
– –
80 81
82
83 84

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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.