Bessemer Group Inc

13F filer · CIK 0001054074

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$72.7BU.S. long equity reported on 13F

Positions2,17096 new · 102 closed

Net flow last quarter+$1.11BBuys minus sells

Top 10 positions weight31.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 20262,170 positions
NVDANvidia Corp	$4.79B	6.59%	0.10%	-4.0%	Q2 2013
AAPLApple Inc.	$3.44B	4.74%	0.08%	-0.2%	Q2 2013
GOOGAlphabet Inc.	$3.41B	4.69%	Not reported	-4.9%	Q1 2016
AMZNAmazon Com Inc	$2.41B	3.31%	0.09%	+2.7%	Q2 2013
MSFTMicrosoft Corp	$2.29B	3.15%	0.08%	-11.3%	Q2 2013
AVGOBroadcom Inc.	$1.75B	2.40%	0.10%	-13.5%	Q1 2016
METAMeta Platforms, Inc.	$1.34B	1.84%	Not reported	+3.3%	Q2 2013
JPMJPMorgan Chase & Co	$1.33B	1.83%	0.15%	-8.6%	Q2 2013
LLYELI LILLY & Co	$1.11B	1.52%	0.10%	+7.3%	Q2 2013
AMATApplied Materials Inc	$1.08B	1.49%	0.19%	+23.0%	Q2 2013
NEENextera Energy Inc	$875M	1.20%	0.48%	-2.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$778M	1.07%	0.01%	-8.5%	Q2 2013
TSLATesla, Inc.	$754M	1.04%	0.05%	+3087.9%	Q2 2013
ABBVAbbVie Inc.	$743M	1.02%	0.17%	-6.5%	Q2 2013
BACBank of America Corp	$716M	0.98%	0.18%	-0.9%	Q2 2013
AMDAdvanced Micro Devices Inc	$692M	0.95%	0.07%	+2438.1%	Q2 2017
DRAMU.S. Gold Corp.	$689M	0.95%	Not reported	New	Q2 2026
VVisa Inc.	$640M	0.88%	0.10%	-34.6%	Q2 2013
COSTCostco Wholesale Corp	$621M	0.85%	0.15%	-0.9%	Q2 2013
LRCXLam Research Corp	$577M	0.79%	0.11%	+67.6%	Q2 2013
CATCaterpillar Inc	$574M	0.79%	0.12%	-0.4%	Q2 2013
INTCIntel Corp	$568M	0.78%	0.08%	+64.3%	Q2 2013
KLACKla Corp	$545M	0.75%	0.14%	+0.2%	Q2 2013
CSCOCisco Systems, Inc.	$538M	0.74%	0.12%	+28.2%	Q2 2013
HWMHowmet Aerospace Inc.	$517M	0.71%	0.48%	-11.1%	Q2 2020
COFCapital One Financial Corp	$494M	0.68%	0.40%	+13.6%	Q2 2013
WMTWalmart Inc.	$484M	0.67%	0.05%	-0.9%	Q2 2013
CVXChevron Corp	$482M	0.66%	0.15%	-16.2%	Q2 2013
MUMicron Technology Inc	$466M	0.64%	0.04%	+35.6%	Q2 2013
MCDMcdonalds Corp	$449M	0.62%	0.23%	+25.3%	Q2 2013
CORCencora, Inc.	$417M	0.57%	0.77%	+21.3%	Q2 2013
XPOXPO, Inc.	$398M	0.55%	1.66%	-19.9%	Q4 2017
LYVLive Nation Entertainment, Inc.	$386M	0.53%	0.90%	-9.1%	Q2 2014
BABoeing Co	$378M	0.52%	0.22%	+9.8%	Q2 2013
GOOGLAlphabet Inc.	$366M	0.50%	0.01%	+1.1%	Q1 2016
TTWOTake Two Interactive Software Inc	$365M	0.50%	0.78%	-1.0%	Q1 2015
CCitigroup Inc	$348M	0.48%	0.15%	+1.5%	Q2 2013
IBKRInteractive Brokers Group, Inc.	$337M	0.46%	1.51%	-1.2%	Q1 2014
XOMExxonMobil Holdings Corp	$337M	0.46%	0.06%	-18.5%	Q2 2013
AEEAmeren Corp	$307M	0.42%	0.98%	-1.6%	Q4 2013
SPOTSpotify Technology S.A.	$303M	0.42%	0.32%	+2.6%	Q3 2018
USFDUS Foods Holding Corp.	$295M	0.41%	1.34%	-1.3%	Q3 2018
HLTHilton Worldwide Holdings Inc.	$286M	0.39%	0.38%	-1.4%	Q3 2015
GEVGE Vernova Inc.	$285M	0.39%	0.09%	+146.4%	Q2 2024
DASHDoorDash, Inc.	$280M	0.39%	Not reported	+35.7%	Q4 2020
RSGRepublic Services, Inc.	$268M	0.37%	0.41%	-1.3%	Q2 2013
KEYSKeysight Technologies, Inc.	$267M	0.37%	0.45%	-26.3%	Q1 2015
BMOBank of Montreal	$259M	0.36%	0.21%	+3406.4%	Q2 2013
MSMorgan Stanley	$257M	0.35%	0.08%	+66.4%	Q2 2013
PWRQuanta Services, Inc.	$257M	0.35%	0.24%	-16.5%	Q2 2013

Q1 2026Reported May 6, 20262,175 positions
NVDANvidia Corp	$4.35B	6.84%	0.10%	+4.1%	Q2 2013
AAPLApple Inc.	$3.03B	4.76%	0.08%	-2.8%	Q2 2013
GOOGAlphabet Inc.	$2.91B	4.58%	Not reported	-5.0%	Q1 2016
MSFTMicrosoft Corp	$2.56B	4.03%	0.09%	+8.4%	Q2 2013
AMZNAmazon Com Inc	$2.05B	3.22%	0.09%	-5.0%	Q2 2013
AVGOBroadcom Inc.	$1.66B	2.60%	0.11%	-0.4%	Q1 2016
METAMeta Platforms, Inc.	$1.31B	2.07%	Not reported	-3.5%	Q2 2013
JPMJPMorgan Chase & Co	$1.31B	2.06%	0.17%	-5.1%	Q2 2013
NEENextera Energy Inc	$946M	1.49%	0.49%	+8.5%	Q2 2013
VVisa Inc.	$862M	1.35%	0.15%	-3.2%	Q2 2013
LLYELI LILLY & Co	$792M	1.24%	0.09%	+46.3%	Q2 2013
CVXChevron Corp	$718M	1.13%	0.17%	+16.2%	Q2 2013
ABBVAbbVie Inc.	$687M	1.08%	0.18%	+1.4%	Q2 2013
COSTCostco Wholesale Corp	$667M	1.05%	0.15%	+12.8%	Q2 2013
BACBank of America Corp	$618M	0.97%	0.18%	+1.0%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$602M	0.95%	0.01%	+7.9%	Q2 2013
WMTWalmart Inc.	$536M	0.84%	0.05%	+1.5%	Q2 2013
XOMExxonMobil Holdings Corp	$513M	0.81%	0.07%	+15.9%	Q2 2013
HWMHowmet Aerospace Inc.	$499M	0.78%	0.54%	+0.7%	Q2 2020
XPOXPO, Inc.	$471M	0.74%	2.07%	+115.9%	Q4 2017
ICEIntercontinental Exchange, Inc.	$437M	0.69%	0.49%	-3.9%	Q2 2013
AMATApplied Materials Inc	$416M	0.65%	0.15%	-22.0%	Q2 2013
MCDMcdonalds Corp	$412M	0.65%	0.19%	+132.1%	Q2 2013
MDTMedtronic plc	$412M	0.65%	0.37%	+16.6%	Q2 2013
ISRGIntuitive Surgical Inc	$401M	0.63%	0.25%	+10.9%	Q2 2013
NOCNorthrop Grumman Corp	$401M	0.63%	0.41%	+11.1%	Q2 2013
COFCapital One Financial Corp	$396M	0.62%	0.35%	+49.8%	Q2 2013
CATCaterpillar Inc	$383M	0.60%	0.12%	+33.0%	Q2 2013
CORCencora, Inc.	$382M	0.60%	0.62%	-11.0%	Q2 2013
LYVLive Nation Entertainment, Inc.	$354M	0.56%	0.99%	+25.8%	Q2 2014
BRK.BBerkshire Hathaway Inc	$353M	0.55%	Not reported	+865.3%	Q2 2013
NFLXNetflix Inc	$348M	0.55%	0.09%	+176.7%	Q2 2013
CRHCRH Public Ltd Co	$344M	0.54%	0.47%	-18.4%	Q2 2013
COPConocophillips	$317M	0.50%	0.20%	+3.1%	Q2 2013
BABoeing Co	$317M	0.50%	0.20%	+59.3%	Q2 2013
SPOTSpotify Technology S.A.	$312M	0.49%	0.31%	-11.8%	Q3 2018
AEEAmeren Corp	$303M	0.48%	1.00%	+0.7%	Q4 2013
FTNTFortinet, Inc.	$297M	0.47%	0.49%	+15.6%	Q1 2015
KEYSKeysight Technologies, Inc.	$293M	0.46%	0.60%	-15.6%	Q1 2015
TTWOTake Two Interactive Software Inc	$291M	0.46%	0.80%	+1.4%	Q1 2015
GOOGLAlphabet Inc.	$291M	0.46%	0.01%	+2.9%	Q1 2016
CMECme Group Inc.	$285M	0.45%	0.29%	+9.9%	Q2 2013
RSGRepublic Services, Inc.	$279M	0.44%	0.41%	+55.2%	Q2 2013
CCitigroup Inc	$278M	0.44%	0.14%	-11.2%	Q2 2013
CSCOCisco Systems, Inc.	$277M	0.44%	0.09%	+35.5%	Q2 2013
USFDUS Foods Holding Corp.	$270M	0.42%	1.33%	+1.8%	Q3 2018
HLTHilton Worldwide Holdings Inc.	$267M	0.42%	0.39%	+0.6%	Q3 2015
CLHClean Harbors Inc	$267M	0.42%	1.76%	+1.8%	Q1 2015
KLACKla Corp	$265M	0.42%	0.14%	+0.7%	Q2 2013
IBKRInteractive Brokers Group, Inc.	$263M	0.41%	1.53%	+156.0%	Q1 2014

Q4 2025Reported Feb 5, 20262,236 positions
NVDANvidia Corp	$4.47B	6.86%	0.10%	+3.7%	Q2 2013
GOOGAlphabet Inc.	$3.35B	5.15%	Not reported	-4.1%	Q1 2016
AAPLApple Inc.	$3.33B	5.12%	0.08%	+2.7%	Q2 2013
MSFTMicrosoft Corp	$3.09B	4.74%	0.09%	-14.8%	Q2 2013
AMZNAmazon Com Inc	$2.39B	3.67%	0.10%	+0.4%	Q2 2013
AVGOBroadcom Inc.	$1.86B	2.85%	0.11%	-2.9%	Q1 2016
METAMeta Platforms, Inc.	$1.57B	2.41%	Not reported	-6.4%	Q2 2013
JPMJPMorgan Chase & Co	$1.51B	2.32%	0.17%	-13.0%	Q2 2013
VVisa Inc.	$1.03B	1.59%	0.16%	-7.0%	Q2 2013
NEENextera Energy Inc	$754M	1.16%	0.45%	+6.7%	Q2 2013
ABBVAbbVie Inc.	$712M	1.09%	0.18%	+13.1%	Q2 2013
BACBank of America Corp	$691M	1.06%	0.17%	-16.8%	Q2 2013
LLYELI LILLY & Co	$632M	0.97%	0.06%	+54.6%	Q2 2013
UNHUnitedhealth Group Inc	$560M	0.86%	0.19%	-7.0%	Q2 2013
COSTCostco Wholesale Corp	$512M	0.79%	0.13%	-21.0%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$502M	0.77%	0.01%	+67.8%	Q2 2013
CRHCRH Public Ltd Co	$501M	0.77%	0.60%	+9.0%	Q2 2013
DHRDanaher Corp	$480M	0.74%	0.30%	-12.2%	Q2 2013
WMTWalmart Inc.	$473M	0.73%	0.05%	-15.9%	Q2 2013
ICEIntercontinental Exchange, Inc.	$468M	0.72%	0.51%	-2.2%	Q2 2013
CORCencora, Inc.	$461M	0.71%	0.70%	-27.7%	Q2 2013
CVXChevron Corp	$455M	0.70%	0.15%	-19.2%	Q2 2013
ISRGIntuitive Surgical Inc	$444M	0.68%	0.22%	-19.0%	Q2 2013
HWMHowmet Aerospace Inc.	$441M	0.68%	0.54%	-5.2%	Q2 2020
SPOTSpotify Technology S.A.	$424M	0.65%	0.35%	+6.9%	Q3 2018
AMATApplied Materials Inc	$401M	0.62%	0.20%	-1.0%	Q2 2013
MDTMedtronic plc	$392M	0.60%	0.32%	+60.6%	Q2 2013
TTWOTake Two Interactive Software Inc	$373M	0.57%	0.79%	+53.1%	Q1 2015
BSXBoston Scientific Corp	$372M	0.57%	0.26%	+34.2%	Q3 2015
COFCapital One Financial Corp	$351M	0.54%	0.23%	+7143.2%	Q2 2013
BNBROOKFIELD Corp	$327M	0.50%	Not reported	-0.7%	Q4 2022
TRUTransUnion	$323M	0.50%	1.96%	+5.8%	Q3 2018
CCitigroup Inc	$322M	0.49%	0.15%	-5.0%	Q2 2013
XOMExxonMobil Holdings Corp	$314M	0.48%	0.06%	-2.5%	Q2 2013
SPGIS&P Global Inc.	$310M	0.48%	0.20%	-1.1%	Q2 2016
GOOGLAlphabet Inc.	$308M	0.47%	0.01%	-0.8%	Q1 2016
MAMastercard Inc	$304M	0.47%	0.04%	-15.5%	Q2 2013
NOCNorthrop Grumman Corp	$301M	0.46%	0.37%	-2.4%	Q2 2013
MCKMckesson Corp	$299M	0.46%	0.30%	-29.9%	Q2 2013
NOWServiceNow, Inc.	$275M	0.42%	0.17%	-30.3%	Q2 2013
AEEAmeren Corp	$274M	0.42%	0.99%	-1.3%	Q4 2013
LYVLive Nation Entertainment, Inc.	$263M	0.40%	0.78%	+70.0%	Q2 2014
CCLCarnival Corp Ltd.	$260M	0.40%	0.73%	-68.0%	Q4 2013
NDAQNasdaq, Inc.	$255M	0.39%	0.46%	-10.2%	Q2 2013
HLTHilton Worldwide Holdings Inc.	$251M	0.39%	0.38%	-1.3%	Q3 2015
FTNTFortinet, Inc.	$249M	0.38%	0.42%	-3.0%	Q1 2015
KEYSKeysight Technologies, Inc.	$249M	0.38%	0.71%	-14.1%	Q1 2015
DASHDoorDash, Inc.	$249M	0.38%	Not reported	+130.3%	Q4 2020
IBMInternational Business Machines Corp	$249M	0.38%	0.09%	+20.3%	Q2 2013
STESTERIS plc	$244M	0.38%	0.98%	-9.0%	Q2 2014

Q3 2025Reported Nov 5, 20252,229 positions
NVDANvidia Corp	$4.31B	6.60%	0.10%	+4.5%	Q2 2013
MSFTMicrosoft Corp	$3.88B	5.94%	0.10%	-2.0%	Q2 2013
AAPLApple Inc.	$3.04B	4.65%	0.08%	+3.6%	Q2 2013
GOOGAlphabet Inc.	$2.71B	4.15%	Not reported	-4.2%	Q1 2016
AMZNAmazon Com Inc	$2.26B	3.46%	0.10%	-1.2%	Q2 2013
METAMeta Platforms, Inc.	$1.87B	2.86%	Not reported	+0.9%	Q2 2013
AVGOBroadcom Inc.	$1.82B	2.79%	0.12%	-6.8%	Q1 2016
JPMJPMorgan Chase & Co	$1.7B	2.60%	0.20%	-0.4%	Q2 2013
VVisa Inc.	$1.08B	1.65%	0.17%	+0.3%	Q2 2013
BACBank of America Corp	$779M	1.19%	0.21%	-0.6%	Q2 2013
CCLCarnival Corp Ltd.	$769M	1.18%	2.28%	-6.3%	Q4 2013
COSTCostco Wholesale Corp	$696M	1.06%	0.17%	-15.1%	Q2 2013
NEENextera Energy Inc	$664M	1.02%	0.42%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$638M	0.98%	0.16%	-0.4%	Q2 2013
UNHUnitedhealth Group Inc	$630M	0.96%	0.20%	+152.3%	Q2 2013
CORCencora, Inc.	$590M	0.90%	0.97%	-8.7%	Q2 2013
CVXChevron Corp	$574M	0.88%	0.18%	+20.7%	Q2 2013
WMTWalmart Inc.	$520M	0.80%	0.06%	-0.4%	Q2 2013
ICEIntercontinental Exchange, Inc.	$498M	0.76%	0.52%	+5.2%	Q2 2013
SPOTSpotify Technology S.A.	$476M	0.73%	0.33%	+35.1%	Q3 2018
NOWServiceNow, Inc.	$475M	0.73%	0.25%	-2.6%	Q2 2013
DHRDanaher Corp	$474M	0.72%	0.34%	+6.5%	Q2 2013
ORLYO Reilly Automotive Inc	$467M	0.71%	0.51%	-0.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$464M	0.71%	Not reported	+103.3%	Q2 2013
MSIMotorola Solutions, Inc.	$446M	0.68%	0.58%	-26.6%	Q2 2013
HWMHowmet Aerospace Inc.	$445M	0.68%	0.56%	-7.4%	Q2 2020
CRHCRH Public Ltd Co	$442M	0.68%	0.52%	+0.2%	Q2 2013
ETNEaton Corp plc	$433M	0.66%	0.30%	+17.2%	Q2 2013
ISRGIntuitive Surgical Inc	$433M	0.66%	0.27%	+22.8%	Q2 2013
MCKMckesson Corp	$402M	0.62%	0.42%	-0.7%	Q2 2013
BJBJ's Wholesale Club Holdings, Inc.	$360M	0.55%	2.93%	-2.7%	Q2 2019
MAMastercard Inc	$358M	0.55%	0.05%	-4.3%	Q2 2013
MSCIMSCI Inc.	$333M	0.51%	0.78%	-0.6%	Q3 2015
NOCNorthrop Grumman Corp	$330M	0.50%	0.38%	-32.2%	Q2 2013
BNBROOKFIELD Corp	$328M	0.50%	Not reported	-1.0%	Q4 2022
AMATApplied Materials Inc	$322M	0.49%	0.20%	-0.4%	Q2 2013
XOMExxonMobil Holdings Corp	$301M	0.46%	0.06%	+119.4%	Q2 2013
TRUTransUnion	$299M	0.46%	1.83%	-0.9%	Q3 2018
CCitigroup Inc	$295M	0.45%	0.16%	+6172.0%	Q2 2013
SPGIS&P Global Inc.	$291M	0.45%	0.20%	-0.4%	Q2 2016
LLYELI LILLY & Co	$290M	0.44%	0.04%	+14.5%	Q2 2013
AEEAmeren Corp	$290M	0.44%	1.03%	-1.0%	Q4 2013
BSXBoston Scientific Corp	$283M	0.43%	0.20%	-0.6%	Q3 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$275M	0.42%	0.00%	+18.2%	Q2 2013
FTNTFortinet, Inc.	$272M	0.42%	0.44%	-31.8%	Q1 2015
TMOThermo Fisher Scientific Inc.	$262M	0.40%	0.14%	+0.4%	Q2 2013
STESTERIS plc	$262M	0.40%	1.08%	-0.1%	Q2 2014
NDAQNasdaq, Inc.	$259M	0.40%	0.51%	-9.5%	Q2 2013
CLHClean Harbors Inc	$255M	0.39%	2.05%	+8.6%	Q1 2015
KEYSKeysight Technologies, Inc.	$250M	0.38%	0.83%	-0.3%	Q1 2015

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