1y return+13.7%S&P 500 +20.9%
3y return+56.6%S&P 500 +68.5%
5y return+53.6%S&P 500 +74.5%
10y return+203.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $304 against $357 in the S&P 500.2
Bessemer Group IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $4.8M | 6.6% | −4.0% |
| AAPLApple Inc | $3.4M | 4.7% | |
| GOOGAlphabet Inc Class C | $3.4M | 4.7% | −4.9% |
| AMZNAmazon.com Inc | $2.4M | 3.3% | +2.7% |
| MSFTMicrosoft Corp | $2.3M | 3.2% | −11.3% |
| AVGOBroadcom Inc | $1.7M | 2.4% | −13.5% |
| METAMeta Platforms Inc | $1.3M | 1.8% | +3.3% |
| JPMJpmorgan Chase & Co | $1.3M | 1.8% | −8.6% |
| LLYEli Lilly & Co | $1.1M | 1.5% | +7.3% |
| AMATApplied Materials | $1.1M | 1.5% | +23.0% |
| NEENextera Energy Inc | $875K | 1.2% | −2.1% |
| TSMTaiwan Semi Mfg Co Adr | $778K | 1.1% | −8.5% |
| TSLATesla Inc | $754K | 1.0% | +3087.9% |
| ABBVAbbvie Inc | $743K | 1.0% | −6.5% |
| BACBank Of America Corp | $716K | 1.0% | |
| IVVIshares Tr S&p 500 Index | $713K | 1.0% | −7.4% |
| AMDAdvanced Micro Devices Inc | $692K | 1.0% | +2438.1% |
| DRAMRoundhill Memory Etf | $689K | 0.9% | New |
| EFAIshrs Msci Eafe Ind Fnd | $664K | 0.9% | +14.3% |
| VVisa Inc | $640K | 0.9% | −34.6% |
| COSTCostco Whsl Corp New | $621K | 0.9% | |
| LRCXLam Research Corp | $577K | 0.8% | +67.6% |
| CATCaterpillar Inc | $574K | 0.8% | |
| INTCIntel Corp | $568K | 0.8% | +64.3% |
| KLACKla Corporation | $545K | 0.7% | +902.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $4.8M |
| HWMHowmet Aerospace Inc | June 30, 2020 | +1596.1% | $517K |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.7M |
| AMATApplied Materials | June 30, 2020 | +1096.1% | $1.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $692K |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $574K |
| TSMTaiwan Semi Mfg Co Adr | June 30, 2020 | +741.2% | $778K |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $1.1M |
| XPOXpo Inc | December 31, 2022 | +516.7% | $398K |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $577K |
Sold off last quarter
- Carnival Corp Cl ACUSIP 143658300 was $220K
- Honeywell Intl IncCUSIP 438516106 was $142K
- SMERYSiemens Energy Ag Npv Adr was $9,975
- Dupont De Nemours IncCUSIP 26614N102 was $5,252
- Tri Pointe Homes IncCUSIP 87265H109 was $4,459
- SNCYSun Country Airlines Holdi was $3,583
- WNCWabash Natl Corp was $2,858
- SGSIXSardis Credit Opportunitie was $2,518
- EVSMEaton Vance Short Duration was $2,301
- MUNIPimco Intermed Muncipal was $2,088
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +10.5% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −17.9% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bessemer Group Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1054074&type=13F-HR&dateb=&owner=include&count=40CIK 1054074
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1054074/000093041326002471/Filed August 12, 2026 · accession 0000930413-26-002471