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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
UPBD icon
2276
Upbound Group
UPBD
$1.19B
$4K ﹤0.01%
259
– –
VTVT icon
2277
vTv Therapeutics
VTVT
$121M
$4K ﹤0.01%
112
– –
WD icon
2278
Walker & Dunlop
WD
$1.65B
$4K ﹤0.01%
88
+86
+4,300% +$4.85K
XPOF icon
2279
Xponential Fitness
XPOF
$265M
$4K ﹤0.01%
685
-503
-42% -$3.63K
ALAB icon
2280
Astera Labs
ALAB
$50B
$4K ﹤0.01%
+36
New +$5.13K
LMRI
2281
Lumexa Imaging Holdings
LMRI
$1.05B
$4K ﹤0.01%
+439
New +$6.03K
ACHR icon
2282
Archer Aviation
ACHR
$3.64B
$3K ﹤0.01%
572
-158
-22% -$1.13K
ACLX
2283
DELISTED
Arcellx
ACLX
$3K ﹤0.01%
30
– –
AGIO icon
2284
Agios Pharmaceuticals
AGIO
$2.16B
$3K ﹤0.01%
76
– –
AIRT icon
2285
Air T
AIRT
$72.9M
$3K ﹤0.01%
120
– –
ALNT icon
2286
Allient
ALNT
$1.47B
$3K ﹤0.01%
45
– –
AMRX icon
2287
Amneal Pharmaceuticals
AMRX
$5.72B
$3K ﹤0.01%
249
– –
AOSL icon
2288
Alpha and Omega Semiconductor
AOSL
$923M
$3K ﹤0.01%
150
– –
AQN icon
2289
Algonquin Power & Utilities
AQN
$4.69B
$3K ﹤0.01%
467
– –
ARVN icon
2290
Arvinas
ARVN
$518M
$3K ﹤0.01%
249
– –
AUPH icon
2291
Aurinia Pharmaceuticals
AUPH
$1.97B
$3K ﹤0.01%
188
– –
AVEM icon
2292
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$3K ﹤0.01%
40
-11,790
-100% -$979K
AVNS icon
2293
Avanos Medical
AVNS
$1.17B
$3K ﹤0.01%
197
– –
BCRX icon
2294
BioCryst Pharmaceuticals
BCRX
$2.37B
$3K ﹤0.01%
278
– –
BNTX icon
2295
BioNTech
BNTX
$22.6B
$3K ﹤0.01%
39
+31
+388% +$3.19K
BSBR icon
2296
Santander
BSBR
$39.7B
$3K ﹤0.01%
508
– –
CCU icon
2297
Compañía de Cervecerías Unidas
CCU
$2.12B
$3K ﹤0.01%
+236
New +$3.14K
CMRE icon
2298
Costamare
CMRE
$1.9B
$3K ﹤0.01%
190
– –
CNOB icon
2299
Center Bancorp
CNOB
$1.63B
$3K ﹤0.01%
106
– –
CTKB icon
2300
Cytek Biosciences
CTKB
$576M
$3K ﹤0.01%
593
– –
90 91
92
93 94

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
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.