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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
FFOG icon
2101
Franklin Focused Dynamic Growth ETF
FFOG
$293M
$10K ﹤0.01%
250
– –
GPIQ icon
2102
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$10K ﹤0.01%
200
– –
GPIX icon
2103
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$10K ﹤0.01%
200
– –
GSHD icon
2104
Goosehead Insurance
GSHD
$1.39B
$10K ﹤0.01%
246
-66
-21% -$3.69K
IMOS
2105
ChipMOS TECHNOLOGIES
IMOS
$1.92B
$10K ﹤0.01%
279
– –
LAUR icon
2106
Laureate Education
LAUR
$5.18B
$10K ﹤0.01%
300
-65
-18% -$2.23K
MOAT icon
2107
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$10K ﹤0.01%
100
-45
-31% -$4.67K
NX icon
2108
Quanex
NX
$854M
$10K ﹤0.01%
+530
New +$10K
PENN icon
2109
PENN Entertainment
PENN
$2.74B
$10K ﹤0.01%
694
+370
+114% +$5.15K
SAFE
2110
Safehold
SAFE
$1.19B
$10K ﹤0.01%
+702
New +$10.4K
SCHC icon
2111
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$10K ﹤0.01%
+217
New +$10.5K
SUI icon
2112
Sun Communities
SUI
$15B
$10K ﹤0.01%
80
-112
-58% -$14.5K
TALO icon
2113
Talos Energy
TALO
$2.49B
$10K ﹤0.01%
630
– –
TWST icon
2114
Twist Bioscience
TWST
$5.62B
$10K ﹤0.01%
210
– –
VAC icon
2115
Marriott Vacations Worldwide
VAC
$3.24B
$10K ﹤0.01%
147
+25
+20% +$1.55K
ONC
2116
BeOne Medicines Ltd
ONC
$33.8B
$10K ﹤0.01%
+35
New +$11.3K
BMNR
2117
BitMine Immersion Technologies
BMNR
$9.52B
$10K ﹤0.01%
+500
New +$11.8K
JBS
2118
JBS N.V.
JBS
$40.4B
$10K ﹤0.01%
572
+133
+30% +$2.07K
PSKY
2119
Paramount Skydance Corp
PSKY
$9.19B
$10K ﹤0.01%
1,088
-11,071
-91% -$121K
CPRI icon
2120
Capri Holdings
CPRI
$1.77B
$9K ﹤0.01%
522
+20
+4% +$423
DAPP icon
2121
VanEck Digital Transformation ETF
DAPP
$241M
$9K ﹤0.01%
600
– –
DIN icon
2122
Dine Brands
DIN
$432M
$9K ﹤0.01%
353
-262
-43% -$8.51K
DNN icon
2123
Denison Mines
DNN
$2.63B
$9K ﹤0.01%
2,526
– –
DMC
2124
Del Monte Corp
DMC
$1.35B
$9K ﹤0.01%
218
-329
-60% -$13.1K
FIGS icon
2125
FIGS
FIGS
$1.59B
$9K ﹤0.01%
626
-466
-43% -$5.97K
83 84
85
86 87

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
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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.