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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
LBRT icon
2051
Liberty Energy
LBRT
$3.49B
$16K ﹤0.01%
591
+239
+68% +$7.15K
LVHI icon
2052
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.87B
$16K ﹤0.01%
400
– –
MDGL icon
2053
Madrigal Pharmaceuticals
MDGL
$12.3B
$16K ﹤0.01%
30
+6
+25% +$3.07K
TREX icon
2054
Trex
TREX
$4.66B
$16K ﹤0.01%
330
-64
-16% -$2.65K
VCEL icon
2055
Vericel Corp
VCEL
$2B
$16K ﹤0.01%
355
-9,114
-96% -$328K
WULF icon
2056
TeraWulf
WULF
$8.91B
$16K ﹤0.01%
+650
New +$14.9K
XPRO icon
2057
Expro Ltd
XPRO
$2.03B
$16K ﹤0.01%
1,053
+201
+24% +$3.23K
DCOM icon
2058
Dime Commercial Bancshares
DCOM
$1.8B
$15K ﹤0.01%
383
– –
EWW icon
2059
iShares MSCI Mexico ETF
EWW
$1.8B
$15K ﹤0.01%
200
– –
FTAI icon
2060
FTAI Aviation
FTAI
$20.2B
$15K ﹤0.01%
56
-1
-2% -$252
GMAB icon
2061
Genmab
GMAB
$20.6B
$15K ﹤0.01%
526
+7
+1% +$186
HGV icon
2062
Hilton Grand Vacations
HGV
$3.15B
$15K ﹤0.01%
294
+120
+69% +$5.79K
HURN icon
2063
Huron Consulting
HURN
$2.35B
$15K ﹤0.01%
166
– –
LPX icon
2064
Louisiana-Pacific
LPX
$4.69B
$15K ﹤0.01%
193
-6
-3% -$443
LZB icon
2065
La-Z-Boy
LZB
$1.27B
$15K ﹤0.01%
373
+293
+366% +$10.6K
MKTX icon
2066
MarketAxess Holdings
MKTX
$5.75B
$15K ﹤0.01%
129
-2,061
-94% -$294K
MMI icon
2067
Marcus & Millichap
MMI
$1.19B
$15K ﹤0.01%
479
– –
PENN icon
2068
PENN Entertainment
PENN
$2.27B
$15K ﹤0.01%
694
– –
PL icon
2069
Planet Labs
PL
$6.48B
$15K ﹤0.01%
+460
New +$17K
RNG icon
2070
RingCentral
RNG
$5.86B
$15K ﹤0.01%
+397
New +$16K
TU icon
2071
Telus
TU
$15.2B
$15K ﹤0.01%
1,387
– –
ACI icon
2072
Albertsons Companies
ACI
$5.89B
$14K ﹤0.01%
1,009
+38
+4% +$608
CFFN icon
2073
Capitol Federal Financial
CFFN
$1.09B
$14K ﹤0.01%
1,675
– –
CSR
2074
Centerspace
CSR
$885M
$14K ﹤0.01%
251
– –
GLP icon
2075
Global Partners
GLP
$1.8B
$14K ﹤0.01%
300
– –
81 82
83
84 85

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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.