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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
TLT icon
2451
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$1K ﹤0.01%
8
-752
-99% -$66.1K
TPG icon
2452
TPG
TPG
$6.87B
$1K ﹤0.01%
34
– –
TRMD icon
2453
TORM
TRMD
$3.1B
$1K ﹤0.01%
28
– –
U icon
2454
Unity
U
$12.5B
$1K ﹤0.01%
31
– –
VTS icon
2455
Vitesse Energy
VTS
$659M
$1K ﹤0.01%
+82
New +$1.65K
WGS icon
2456
GeneDx Holdings
WGS
$1.75B
$1K ﹤0.01%
17
– –
ZLAB icon
2457
Zai Lab
ZLAB
$2.17B
$1K ﹤0.01%
54
-91
-63% -$1.69K
ABTC
2458
American Bitcoin Corp
ABTC
$417M
$1K ﹤0.01%
67
– –
PRKS icon
2459
United Parks & Resorts
PRKS
$2.11B
$1K ﹤0.01%
32
– –
GRAL
2460
GRAIL Inc
GRAL
$2.91B
$1K ﹤0.01%
14
-18
-56% -$1.39K
ETHW
2461
Bitwise Ethereum ETF
ETHW
$195M
$1K ﹤0.01%
+65
New +$1.11K
TIC
2462
TIC Solutions Inc
TIC
$1.57B
$1K ﹤0.01%
115
– –
BPRE
2463
Bluerock Private Real Estate Fund
BPRE
$1K ﹤0.01%
57
-696
-92% -$11.6K
ADPT icon
2464
Adaptive Biotechnologies
ADPT
$3.57B
– –
-78
Closed -$1K
AHRT
2465
AH Realty Trust
AHRT
$534M
– –
-806
Closed -$6K
AIRTP icon
2466
Air T Funding Alpha Income Trust Preferred Securities
AIRTP
$24.6M
– –
-6
Closed –
AKO.B icon
2467
Embotelladora Andina Series B
AKO.B
$4.59B
$0 ﹤0.01%
+16
New +$464
ALEX
2468
DELISTED
Alexander & Baldwin
ALEX
– –
-195,933
Closed -$4.04M
AMBA icon
2469
Ambarella
AMBA
$2.98B
– –
-76
Closed -$5K
AMN icon
2470
AMN Healthcare
AMN
$1.27B
– –
-65
Closed -$1K
AMPY icon
2471
Amplify Energy
AMPY
$163M
$0 ﹤0.01%
61
– –
AMRC icon
2472
Ameresco
AMRC
$1.15B
– –
-564
Closed -$17K
AMWD
2473
DELISTED
American Woodmark
AMWD
– –
-24
Closed -$1K
ANGI icon
2474
Angi Inc
ANGI
$224M
– –
-98
Closed -$1K
APLS
2475
DELISTED
Apellis Pharmaceuticals
APLS
– –
-205
Closed -$5K
97 98
99
100 101

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
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.