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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
HRL icon
2251
Hormel Foods
HRL
$13.9B
$4K ﹤0.01%
168
+63
+60% +$1.51K
KRT icon
2252
Karat Packaging
KRT
$789M
$4K ﹤0.01%
138
-105
-43% -$2.65K
LOGI icon
2253
Logitech
LOGI
$15.2B
$4K ﹤0.01%
53
-79
-60% -$7.28K
LQDA icon
2254
Liquidia Corp
LQDA
$7.67B
$4K ﹤0.01%
95
+15
+19% +$557
MATW icon
2255
Matthews International
MATW
$864M
$4K ﹤0.01%
145
– –
MLAB icon
2256
Mesa Laboratories
MLAB
$539M
$4K ﹤0.01%
42
– –
NEO icon
2257
NeoGenomics
NEO
$1.81B
$4K ﹤0.01%
486
– –
NTES icon
2258
NetEase
NTES
$76.5B
$4K ﹤0.01%
40
-99
-71% -$12.3K
OPY icon
2259
Oppenheimer Holdings
OPY
$1.17B
$4K ﹤0.01%
42
– –
PAA icon
2260
Plains All American Pipeline
PAA
$17.4B
$4K ﹤0.01%
+194
New +$3.94K
IMVP
2261
Invesco India ETF
IMVP
$122M
$4K ﹤0.01%
200
+76
+61% +$1.74K
PRGO icon
2262
Perrigo
PRGO
$1.4B
$4K ﹤0.01%
+355
New +$4.6K
RGTI icon
2263
Rigetti Computing
RGTI
$4.7B
$4K ﹤0.01%
278
-234,736
-100% -$4.4M
RTO icon
2264
Rentokil
RTO
$14.3B
$4K ﹤0.01%
137
-273
-67% -$8.6K
SBS icon
2265
Sabesp
SBS
$19.7B
$4K ﹤0.01%
+725
New +$3.98K
SCHX icon
2266
Schwab US Large- Cap ETF
SCHX
$70.9B
$4K ﹤0.01%
160
– –
SENEA icon
2267
Seneca Foods Class A
SENEA
$1.13B
$4K ﹤0.01%
25
-4
-14% -$517
SLP icon
2268
Simulations Plus
SLP
$371M
$4K ﹤0.01%
367
-273
-43% -$4.03K
SN icon
2269
SharkNinja
SN
$21B
$4K ﹤0.01%
38
– –
STM icon
2270
STMicroelectronics
STM
$46B
$4K ﹤0.01%
105
-128
-55% -$4.01K
SXC icon
2271
SunCoke Energy
SXC
$757M
$4K ﹤0.01%
615
+119
+24% +$842
TOI icon
2272
The Oncology Institute
TOI
$498M
$4K ﹤0.01%
1,024
– –
UAA icon
2273
Under Armour
UAA
$3B
$4K ﹤0.01%
704
– –
UFCS icon
2274
United Fire Group
UFCS
$1.32B
$4K ﹤0.01%
115
– –
UGP icon
2275
Ultrapar
UGP
$6.87B
$4K ﹤0.01%
735
– –
89 90
91
92 93

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital 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.