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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
ESG icon
2351
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$2K ﹤0.01%
13
– –
FINV
2352
FinVolution Group
FINV
$1.12B
$2K ﹤0.01%
374
– –
GDEN
2353
DELISTED
Golden Entertainment
GDEN
$2K ﹤0.01%
63
– –
GPOR icon
2354
Gulfport Energy Corp
GPOR
$2.83B
$2K ﹤0.01%
10
-2
-17% -$398
HBNC icon
2355
Horizon Bancorp
HBNC
$1.03B
$2K ﹤0.01%
105
– –
HLMN icon
2356
Hillman Solutions
HLMN
$1.56B
$2K ﹤0.01%
260
– –
HTLD icon
2357
Heartland Express
HTLD
$1.11B
$2K ﹤0.01%
146
– –
IBEX icon
2358
IBEX
IBEX
$448M
$2K ﹤0.01%
70
– –
IESC icon
2359
IES Holdings
IESC
$12.5B
$2K ﹤0.01%
5
-2
-29% -$917
JD icon
2360
JD.com
JD
$40.8B
$2K ﹤0.01%
+81
New +$2.29K
LAZ icon
2361
Lazard
LAZ
$4.37B
$2K ﹤0.01%
37
-460
-93% -$22.5K
LBRDK icon
2362
Liberty Broadband Class C
LBRDK
$4.15B
$2K ﹤0.01%
48
+1
+2% +$50
HAPN
2363
Happen Inc
HAPN
$2.08B
$2K ﹤0.01%
160
– –
LI icon
2364
Li Auto
LI
$12.6B
$2K ﹤0.01%
+111
New +$1.94K
LPG icon
2365
Dorian LPG
LPG
$1.94B
$2K ﹤0.01%
47
– –
LZB icon
2366
La-Z-Boy
LZB
$1.59B
$2K ﹤0.01%
80
– –
MBC icon
2367
MasterBrand
MBC
$1.09B
$2K ﹤0.01%
207
-98
-32% -$1.06K
MRTN icon
2368
Marten Transport
MRTN
$1.33B
$2K ﹤0.01%
172
– –
NIO icon
2369
NIO
NIO
$11.3B
$2K ﹤0.01%
403
+381
+1,732% +$1.92K
NPK icon
2370
National Presto Industries
NPK
$891M
$2K ﹤0.01%
18
– –
NVAX icon
2371
Novavax
NVAX
$1.23B
$2K ﹤0.01%
295
-28
-9% -$254
OSCR icon
2372
Oscar Health
OSCR
$8.5B
$2K ﹤0.01%
172
– –
PAYO icon
2373
Payoneer
PAYO
$2.41B
$2K ﹤0.01%
497
+254
+105% +$1.34K
PGC icon
2374
Peapack-Gladstone Financial
PGC
$822M
$2K ﹤0.01%
56
– –
PRAA icon
2375
PRA Group
PRAA
$648M
$2K ﹤0.01%
100
-127
-56% -$1.93K
93 94
95
96 97

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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.