Bessemer Group portfolio
Wealth adviserPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Bessemer Group reported a $72.7 bn portfolio of 2,483 companies (2,507 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, GOOG, AAPL.
Sections with a free account
What changed this quarter
1719 positions with a change (138 new, 795 added to, 690 trimmed, 96 sold); also, 8 entered through an IPO, 19 exited through an acquisition or merger, 5 entered through a spin-off. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedRoundhill ETF TrustDRAM0.9% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Tesla+3,088%more sharesIncreasedunder 0.1% → 1.0%
- Advanced Micro Devices+2,438%more sharesIncreasedunder 0.1% → 1.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA6.6%
- AlphabetGOOG · GOOGL5.2%
- AppleAAPL4.7%
- Amazon.comAMZN3.3%
- MicrosoftMSFT3.2%
- BroadcomAVGO2.4%
- Meta PlatformsMETA1.8%
- JPMorgan ChaseJPM1.8%
- Eli LillyLLY1.5%
- Applied MaterialsAMAT1.5%
- Nextera EnergyNEE1.2%
- Taiwan Semiconductor ManufacturingTSM1.1%
- TeslaTSLA1.0%
- AbbVieABBV1.0%
- Bank of AmericaBAC1.0%
Portfolio by sector
- ● Information Technology 31%
- ● Industrials 12%
- ● Financials 10%
- ● No sector 10%
- ● Communication Services 10%
- ● Consumer Discretionary 8%
- ● Health Care 8%
- ● Consumer Staples 4%
- ● Energy 3%
- ● Utilities 2%
- ● Materials 2%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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- TCI Fund ManagementInvestment firm · $52.8 bn
- Sanders CapitalInvestment firm · $103 bn
- Coatue ManagementInvestment firm · $48.6 bn
- Viking Global InvestorsInvestment firm · $35.1 bn