13F filer

Bessemer Group

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1054074 SEC filings ↗
13F Value
$72.73B
Positions
2,558
Top Position
NVDA6.6%
Top 5
22.5%

Latest filing changes

vs Mar 31, 2026
1 TSLA Tesla >999%+$730.4M
2 BMO Bank of Montreal >999%+$251.9M
3 LRCX Lam Research +67.6%+$232.6M
4 INTC Intel +64.3%+$222.3M
5 AMAT Applied Materials +23.0%+$202.1M
Holdings2,558
# Trend (4Q)
1 NVDA 6.6% $4.79B -4.0% 23.95M 6.8% Common Stock
2 AAPL 4.7% $3.44B -0.2% 11.90M 4.8% Common Stock
3 GOOG 4.7% $3.41B -4.9% 9.65M 4.6% Common Stock
4 AMZN 3.3% $2.41B +2.7% 10.10M 3.2% Common Stock
5 MSFT 3.2% $2.29B -11.3% 6.14M 4.0% Common Stock
6 AVGO 2.4% $1.75B -13.5% 4.63M 2.6% Common Stock
7 META 1.8% $1.34B +3.3% 2.37M 2.1% Common Stock
8 JPM 1.8% $1.33B -8.6% 4.08M 2.1% Common Stock
9 LLY 1.5% $1.11B +7.3% 923.8K 1.2% Common Stock
10 AMAT 1.5% $1.08B +23.0% 1.50M 0.7% Common Stock
11 NEE 1.2% $875.4M -2.1% 9.97M 1.5% Common Stock
12 TSM 1.1% $778.4M -8.5% 1.63M 0.9% ADR
13 TSLA 1.0% $754.1M >999% 1.79M <0.1% Common Stock
14 ABBV 1.0% $743.4M -6.5% 2.95M 1.1% Common Stock
15 BAC 1.0% $716.4M -0.9% 12.57M 1.0% Common Stock
16 IVV 1.0% $712.7M -7.4% 951.6K 1.1% ETF
17 AMD 1.0% $692.1M — 1.19M <0.1% — Common Stock
18 DRAM 0.9% $689.0M NEW 9.33M — ETF
19 EFA 0.9% $663.5M +14.3% 6.39M 0.9% ETF
20 V 0.9% $640.1M -34.6% 1.87M 1.4% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing151
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.