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CIK: 0001054074
Total reported value
$72.7B
$72.7B
2043 檔
15.1%
During the Q1 2024 filing period, Bessemer Group Inc (CIK: 0001054074) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $72.7B across 2043 reported positions.
Bessemer Group Inc executed strategic sector rebalancing during Q1 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 2043 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.03% | -0.88% | -3.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | -0.25% | -2.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.02% | -6.51% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.36% | +0.09% | -2.37% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.81% | +0.11% | -0.01% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.28% | -0.23% | +3.71% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.23% | -3.91% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.95% | -0.47% | -7.63% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | +0.06% | +14.55% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | -0.20% | -6.17% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.20% | — | -27.45% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.01% | -0.85% | |
| 13 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.08% | -0.35% | EXIT | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.47% | -8.96% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.08% | -0.49% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.20% | -11.11% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.01% | -0.03% | -27.33% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 0.94% | — | +67.20% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.31% | -3.86% | |
| 20 | MSI | Motorola Solutions Inc | Stock-Tech | 0.90% | -0.10% | -14.46% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.27% | -1.83% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.29% | -1.21% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.17% | +195.64% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.82% | — | -5.01% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | +0.01% | -2.76% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | — | -4.02% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | -0.56% | |
| 28 | SLB | Slb LTD | Stock-Energy | 0.70% | — | +12.14% | |
| 29 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.70% | +0.03% | -2.49% | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | -0.36% | +0.69% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | — | -15.65% | |
| 32 | AZO | Autozone Inc | Stock-Consumer Disc | 0.67% | — | +106.68% | |
| 33 | TRU | Transunion | Stock-Financials | 0.66% | -0.02% | +2.30% | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.65% | -0.35% | -2.51% | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.20% | -5.91% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.01% | -6.24% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.60% | -0.16% | +17.76% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.58% | -0.07% | -34.64% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.27% | -3.91% | |
| 40 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.58% | — | -0.04% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | -0.03% | +1.41% | |
| 42 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.54% | -0.03% | +0.66% | |
| 43 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.54% | +0.04% | +14.55% | |
| 44 | CRH | CRH plc | Stock-Materials | 0.54% | -0.23% | +83.70% | |
| 45 | IT | Gartner Inc | Stock-Tech | 0.53% | -0.01% | +1.30% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.51% | — | -25.35% | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.50% | -0.01% | -7.99% | |
| 48 | MRVL | Marvell Technology Inc | Stock-Tech | 0.48% | +0.01% | +0.49% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.01% | +17.42% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.46% | -0.03% | -5.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.95% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +3.71% | Add |
| 3 | FISV | Fiserv Inc | +0.4% | +67.20% | Add |
| 4 | BKNG | Booking Holdings Inc | +0.4% | +4565.42% | Add |
| 5 | AZO | Autozone Inc | +0.4% | +106.68% | Add |
| 6 | COO | Cooper Cos Inc/the | +0.4% | NEW | New buy |
| 7 | MCK | Mckesson CORP | +0.3% | +3621.72% | Add |
| 8 | CRH | CRH plc | +0.3% | +83.70% | Add |
| 9 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +2953.28% | Add |
| 10 | CNM | Core & Main Inc-class A | +0.3% | +915.89% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | -2.37% | Trim |
| 12 | FTNT | Fortinet Inc | +0.2% | +102.47% | Add |
| 13 | ICLR | ICON Public Limited Company | +0.2% | +60.62% | Add |
| 14 | ODFL | Old Dominion Freight Line | +0.2% | +19370.40% | Add |
| 15 | BLDR | Builders Firstsource Inc | +0.2% | +477028.72% | Add |
| 16 | MBB | Ishares Mbs ETF | +0.2% | +2198.56% | Add |
| 17 | NXPI | NXP Semiconductors N.V. | +0.2% | +4525.62% | Add |
| 18 | BWXT | Bwx Technologies Inc | +0.2% | +11107.69% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | -2.76% | Trim |
| 20 | FLUT | Flutter Entertainment plc | +0.1% | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | +0.1% | +31.54% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +17.42% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -3.91% | Trim |
| 24 | COP | Conocophillips | +0.1% | +17.76% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +433.39% | Add |
| 26 | NICE | Nice LTD - Spon Adr | +0.1% | +2.10% | Add |
| 27 | SLB | Slb LTD | +0.1% | +12.14% | Add |
| 28 | TRU | Transunion | +0.1% | +2.30% | Add |
| 29 | MSFT | Microsoft CORP | 0% | -3.03% | Trim |
| 30 | AVGO | Broadcom Inc | 0% | -6.17% | Trim |
| 31 | BAC | Bank Of America CORP | 0% | -0.85% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -0.01% | Trim |
| 33 | UNH | Unitedhealth Group Inc | — | +14.55% | Add |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -83.11% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -40.83% | Trim |
| 36 | ZTS | Zoetis Inc | -0.2% | -90.67% | Trim |
| 37 | TEL | TE Connectivity plc | -0.2% | -56.71% | Trim |
| 38 | HWM | Howmet Aerospace Inc | -0.2% | -34.64% | Trim |
| 39 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -96.22% | Trim |
| 40 | CCL1EUR | Carnival CORP LTD | -0.2% | +0.01% | Add |
| 41 | COR | Cencora Inc | -0.3% | -27.33% | Trim |
| 42 | PXDEUR | Pioneer Natural Resources Co | -0.3% | -98.80% | Trim |
| 43 | PANW | Palo Alto Networks Inc | -0.3% | -94.80% | Trim |
| 44 | ORCL | Oracle CORP | -0.3% | -27.45% | Trim |
| 45 | AON | Aon plc | -0.3% | -96.23% | Trim |
| 46 | GNR | State Street Spdr S&p Global | -0.3% | -70.77% | Trim |
| 47 | COO | The Cooper Companies, Inc. | -0.4% | EXIT | Sold out |
| 48 | VMC | Vulcan Materials Co | -0.4% | -98.67% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -0.4% | -50.72% | Trim |
| 50 | AAPL | Apple Inc | -1.1% | -6.51% | Trim |
According to official SEC Form 13F filings, Bessemer Group Inc reported a total U.S. public equity portfolio value of $72.7B across 2043 disclosed positions in Q1 2024.
During Q1 2024, Bessemer Group Inc's top holdings by market value included MSFT (6.0%)、NVDA (4.0%)、AAPL (3.7%). The largest single position, MSFT, represented 6.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 15.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
COO
市值: $203.0M
Top Position Liquidated / Trimmed
COO
前期市值: $186.9M
In Q1 2024, Bessemer Group Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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