Bessemer Group
Bessemer Group reported 2,553 stocks worth $72.7M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (6.6%), AAPL (4.7%) and GOOG (4.7%). Compared with Q1 2026, the fund opened new positions in DRAM and CCL, added to AMZN, META and LLY, trimmed NVDA, AAPL and GOOG and sold out of SMERY, DD and SNCY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $4.8M | 6.6% | 23.9M | −1M (−4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $3.4M | 4.7% | 11.9M | −25K (−0%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $3.4M | 4.7% | 9.7M | −497K (−5%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $2.4M | 3.3% | 10.1M | +268K (+3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $2.3M | 3.1% | 6.1M | −779K (−11%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $1.7M | 2.4% | 4.6M | −722K (−13%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $1.3M | 1.8% | 2.4M | +76K (+3%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $1.3M | 1.8% | 4.1M | −385K (−9%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $1.1M | 1.5% | 924K | +63K (+7%) | 8 of 8 | |
| 10 |  AMAT Applied Matls Inc | $1.1M | 1.5% | 1.5M | +280K (+23%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CARNIVAL CORP COMMON PAIRED STOCK | $220K | 8.5M |
HONEYWELL INTL INC | $142K | 629K |
 SMERY Siemens Energy AG Spon Ads | $10K | 61K |
 DD Dupont DE Nemours Inc | $5K | 115K |
TRI POINTE HOMES INC | $4K | 95K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bessemer Group 13F FAQ
What does Bessemer Group own?
Bessemer Group reported 2,553 stocks worth $72.7M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (6.6%), AAPL (4.7%) and GOOG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Bessemer Group buy and sell in Q2 2026?
Compared with Q1 2026: 180 new positions, 926 added to, 780 trimmed and 159 sold out. New positions include DRAM and CCL. It sold all of SMERY, DD and SNCY.
When will Bessemer Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bessemer Group's portfolio worth?
The Q2 2026 filing reports $72.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.