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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
OXM icon
2151
Oxford Industries
OXM
$577M
$8K ﹤0.01%
198
+133
+205% +$5.01K
PKX icon
2152
POSCO
PKX
$15.8B
$8K ﹤0.01%
+139
New +$8.43K
PRLB icon
2153
Protolabs
PRLB
$1.86B
$8K ﹤0.01%
143
– –
SBSI icon
2154
Southside Bancshares
SBSI
$1.02B
$8K ﹤0.01%
256
– –
TS icon
2155
Tenaris
TS
$29.1B
$8K ﹤0.01%
144
– –
UPWK icon
2156
Upwork
UPWK
$1.09B
$8K ﹤0.01%
770
-167
-18% -$2.63K
VOOG icon
2157
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$8K ﹤0.01%
120
-1,644
-93% -$119K
VVX icon
2158
V2X
VVX
$2.62B
$8K ﹤0.01%
117
– –
WIX icon
2159
WIX.com
WIX
$2.15B
$8K ﹤0.01%
81
-755
-90% -$63.1K
ASND icon
2160
Ascendis Pharma A/S
ASND
$16.7B
$7K ﹤0.01%
30
+12
+67% +$2.69K
CRAI icon
2161
CRA International
CRAI
$1.1B
$7K ﹤0.01%
38
-1,760
-98% -$317K
DRD
2162
DRDGold
DRD
$1.82B
$7K ﹤0.01%
252
– –
HGV icon
2163
Hilton Grand Vacations
HGV
$3.84B
$7K ﹤0.01%
174
-119
-41% -$5.33K
IONS icon
2164
Ionis Pharmaceuticals
IONS
$9.35B
$7K ﹤0.01%
94
-39
-29% -$3.08K
IOSP icon
2165
Innospec
IOSP
$2.09B
$7K ﹤0.01%
105
+34
+48% +$2.65K
KEP icon
2166
Korea Electric Power
KEP
$15.5B
$7K ﹤0.01%
+472
New +$8.93K
KIDS icon
2167
OrthoPediatrics
KIDS
$485M
$7K ﹤0.01%
413
+23
+6% +$402
LTH icon
2168
Life Time Group Holdings
LTH
$9.42B
$7K ﹤0.01%
251
+135
+116% +$3.73K
PCVX icon
2169
Vaxcyte
PCVX
$7.89B
$7K ﹤0.01%
123
– –
RWT
2170
Redwood Trust
RWT
$616M
$7K ﹤0.01%
1,280
– –
RWX icon
2171
State Street SPDR Dow Jones International Real Estate ETF
RWX
$265M
$7K ﹤0.01%
+277
New +$7.96K
SSL icon
2172
Sasol
SSL
$7.58B
$7K ﹤0.01%
570
– –
SSTK icon
2173
Shutterstock
SSTK
$205M
$7K ﹤0.01%
398
– –
TDTF icon
2174
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$7K ﹤0.01%
292
– –
TILE icon
2175
Interface
TILE
$1.91B
$7K ﹤0.01%
296
-1,859
-86% -$55.6K
85 86
87
88 89

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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.