BG
Bessemer Group INC 13F Filings Tracker & Analysis
Bessemer Group INCCIK: 0001054074
Diversified strategyMomentum follower
Total reported value
$63.6B
Reporting period: 2026-03-31 · Number of holdings: 9822
BESSEMER GROUP INC disclosed 9822 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $63.6B and a quarterly turnover rate of 29.3%.
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Personality snowflake
- Concentration
- 6.56
- Portfolio Stability
- 29.28
- Momentum/Contrarian
- 92.11
- Sector conviction
- 46.57
- Diversification
- 100
- Sizing Uniformity
- 36.35
Bessemer Group INC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 61 equally-sized positions, well below its 9822 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.37), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim DHR
-98.3% -$473.1M
Trim MSFT
+8.4% -$525.3M
Trim UNH
-73.8% -$440.1M
Trim GOOG
-5.0% -$440.8M
Trim BSX
-98.8% -$368.7M
Add XPO
+115.9% $318.6M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Bassmer is hunting absolute returns through a high-conviction contrarian capital rotation across its ultra-diversified book. The fund actively trimmed health-care growth names like DHR, UNH, and BSX while expanding positions in logistics firm XPO and value anchor BRK-B. This locks in factor exposure drift from tech mega-caps to industrial and financial cash flows.
Macro & Fundamentals
The embedded regime bet is a decisive shift from liquidity-driven multiple expansion toward cash-flow resilience. This positions for flattening yield curves and mean-reverting valuations across financials and industrials. The opposing thesis argues that AI infrastructure spend continues to justify tech weight premiums, meaning crowded trades in mega-cap technology refuse to unwind while the fund’s contrarian tilt bleeds value.
Blind Spots / Risks
With 2,532 holdings, an HHI of 0.016, and a coefficient of variation above six, idiosyncratic risk is effectively neutralized but factor crowding dominates. The strategy’s weakness emerges inside liquidity traps where wide position sizing forces simultaneous rebalancing across hundreds of tickers. This creates a positioning squeeze that consumes execution alpha before the mean reversion thesis actually matures.
This overview is machine-generated from public regulatory data and describes past filings only — it does not constitute financial advice.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 9822 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.84% | -0.02% | +4.11% | |
| 2 | AAPL | Apple INC | Stock-Tech | 4.76% | -0.36% | -2.75% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.58% | -0.57% | -5.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.71% | +8.42% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.22% | -0.45% | -4.99% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.60% | -0.25% | -0.40% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.07% | -0.34% | -3.52% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | -0.26% | -5.06% | |
| 9 | NEE | Nextera Energy INC | Stock-Utilities | 1.49% | +0.33% | +8.52% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | -0.24% | -3.15% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.27% | +46.25% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.13% | +0.43% | +16.17% | |
| 13 | ABBV | Abbvie INC | Stock-Healthcare | 1.08% | — | +1.37% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | — | +6.31% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | +0.26% | +12.84% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | — | +0.99% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.95% | — | +7.91% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.85% | +0.21% | +27.90% | |
| 19 | WMT | Walmart INC | Stock-Consumer Staples | 0.84% | — | +1.54% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | +0.33% | +15.94% | |
| 21 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.78% | — | +0.72% | |
| 22 | XPO | Xpo INC | Stock-Industrials | 0.74% | +0.51% | +115.88% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | — | -3.92% | |
| 24 | AMAT | Applied Materials INC | Stock-Tech | 0.65% | — | -22.00% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | +0.38% | +132.09% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | — | +16.62% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | -4.90% | |
| 28 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.63% | — | +10.92% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.63% | — | +11.11% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.62% | — | +49.78% | |
| 31 | CAT | Caterpillar INC | Stock-Industrials | 0.60% | +0.24% | +33.04% | |
| 32 | COR | Cencora INC | Stock-Healthcare | 0.60% | — | -10.99% | |
| 33 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.56% | — | +25.78% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.50% | +865.28% | |
| 35 | NFLX | Netflix INC | Stock-Comm Services | 0.55% | +0.36% | +176.68% | |
| 36 | CRH | CRH plc | Stock-Materials | 0.54% | -0.23% | -18.43% | |
| 37 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.50% | — | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.50% | — | +3.06% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.50% | — | +59.29% | |
| 40 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.49% | -0.16% | -11.83% | |
| 41 | AEE | Ameren Corporation | Stock-Utilities | 0.48% | — | +0.68% | |
| 42 | FTNT | Fortinet INC | Stock-Tech | 0.47% | — | +15.60% | |
| 43 | KEYS | Keysight Technologies In | Stock-Tech | 0.46% | — | -15.61% | |
| 44 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.46% | — | +1.35% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | — | +2.85% | |
| 46 | CME | Cme Group INC | Stock-Financials | 0.45% | — | +9.91% | |
| 47 | RSG | Republic Services INC | Stock-Industrials | 0.44% | — | +55.21% | |
| 48 | C | Citigroup INC | Stock-Financials | 0.44% | — | -11.23% | |
| 49 | CSCO | Cisco Systems INC | Stock-Tech | 0.44% | — | +35.50% | |
| 50 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.42% | — | +1.79% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+16%
Based on 77% of reported portfolio value with available pricing
- Stdev
- +13.3%
- Beta
- +1
- Alpha
- -1.8%
- Max Drawdown
- -9%
- Annualized Perf
- +17%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.51
- Stutzer
- +0.37
- Treynor
- +0.17
- Sterling
- +0.97
- Calmar
- +1.88
- Information Ratio
- -0.64
- Tracking Error
- +2.9%
- Stdev Down
- +6.6%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.7%
- Worst 12 Months
- +7.8%
- Efficiency Ratio
- +0.52
- Sharpe
- +1.24
- Stdev Sectors
- +7.6%
- Skewness
- +0.23
- Kurtosis
- +0.1
- Upside Potential
- +4.15
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 9822 | $63.6B | 29 | |
| 2025-12-31 | 9738 | $65.1B | 28 | |
| 2025-09-30 | 9702 | $65.4B | 36 | |
| 2025-06-30 | 7923 | $61.6B | 0 | |
| 2025-03-31 | 7924 | $55.8B | 100 | |
| 2024-12-31 | 7930 | $61.3B | 0 | |
| 2024-09-30 | 7974 | $60.7B | 0 | |
| 2024-06-30 | 7177 | $56.7B | 0 | |
| 2024-03-31 | 7073 | $55.3B | 0 | |
| 2023-12-31 | 6988 | $51.3B | 0 | |
| 2023-09-30 | 7264 | $45.5B | 0 | |
| 2023-06-30 | 7171 | $47.1B | 0 | |
| 2023-03-31 | 6033 | $42.1B | 0 | |
| 2022-12-31 | 6201 | $41.1B | 0 | |
| 2022-09-30 | 5719 | $38.3B | 0 | |
| 2022-06-30 | 5370 | $40.1B | 0 | |
| 2022-03-31 | 5261 | $47.7B | 0 | |
| 2021-12-31 | 4920 | $49.9B | 0 | |
| 2021-09-30 | 4612 | $46.9B | 0 | |
| 2021-06-30 | 4403 | $46.1B | 95 | |
| 2021-03-31 | 4212 | $41.7B | 100 | |
| 2020-12-31 | 4038 | $37.8B | 0 | |
| 2020-09-30 | 3615 | $33.8B | 29 | |
| 2020-06-30 | 4229 | $31.7B | 37 | |
| 2020-03-31 | 3977 | $24.8B | 46 | |
| 2019-12-31 | 4114 | $30.9B | 29 | |
| 2019-09-30 | 4213 | $28.0B | 26 | |
| 2019-06-30 | 4158 | $29.7B | 28 | |
| 2019-03-31 | 4177 | $26.0B | 37 | |
| 2018-12-31 | 4738 | $23.0B | 57 | |
| 2018-09-30 | 4236 | $26.9B | 20 | |
| 2018-06-30 | 3714 | $25.8B | 22 | |
| 2018-03-31 | 3787 | $25.7B | 27 | |
| 2017-12-31 | 3839 | $25.8B | 20 | |
| 2017-09-30 | 3970 | $25.1B | 26 | |
| 2017-06-30 | 3939 | $24.8B | 25 | |
| 2017-03-31 | 3610 | $24.0B | 46 | |
| 2016-12-31 | 3994 | $21.7B | 37 | |
| 2016-09-30 | 3479 | $19.9B | 30 | |
| 2016-06-30 | 3041 | $18.2B | 26 | |
| 2016-03-31 | 3281 | $17.7B | 40 | |
| 2015-12-31 | 3389 | $18.0B | 39 | |
| 2015-09-30 | 3441 | $17.5B | 38 | |
| 2015-06-30 | 3289 | $19.1B | 28 | |
| 2015-03-31 | 3300 | $19.7B | 42 | |
| 2014-12-31 | 3362 | $18.6B | 39 | |
| 2014-09-30 | 2960 | $17.6B | 29 | |
| 2014-06-30 | 2964 | $16.3B | 28 | |
| 2014-03-31 | 2833 | $14.8B | 36 | |
| 2013-12-31 | 2836 | $14.0B | 30 | |
| 2013-09-30 | 2613 | $12.3B | 41 | |
| 2013-06-30 | 2782 | $11.2B | 0 |
Holding changes this quarter
Bessemer Group INC's most significant position changes for 2026-03-31: Sold out: Light & Wonder INC (LNWO); Trim: Danaher CORP (DHR) — shares -98.26%; Add: Microsoft CORP (MSFT) — shares +8.42%; Trim: Unitedhealth Group INC (UNH) — shares -73.83%; Trim: Alphabet Inc-cl C (GOOG) — shares -5.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XPO | Xpo INC | +0.5% | +115.88% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +865.28% | Add |
| 3 | CVX | Chevron CORP | +0.4% | +16.17% | Add |
| 4 | MCD | Mcdonald's CORP | +0.4% | +132.09% | Add |
| 5 | NFLX | Netflix INC | +0.4% | +176.68% | Add |
| 6 | LIN | Linde plc | +0.4% | +2320.13% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +15.94% | Add |
| 8 | NEE | Nextera Energy INC | +0.3% | +8.52% | Add |
| 9 | CP | Canadian Pacific Kansas City | +0.3% | +5826.30% | Add |
| 10 | RRX | Regal Rexnord CORP | +0.3% | +4155.37% | Add |
| 11 | LLY | Eli Lilly & Co | +0.3% | +46.25% | Add |
| 12 | IBKR | Interactive Brokers Gro-cl A | +0.3% | +155.97% | Add |
| 13 | LRCX | Lam Research CORP | +0.3% | +1955.03% | Add |
| 14 | COST | Costco Wholesale CORP | +0.3% | +12.84% | Add |
| 15 | CAH | Cardinal Health INC | +0.3% | +7053.44% | Add |
| 16 | MDLN | Medline Inc-cl A | +0.3% | +39404.01% | Add |
| 17 | CAT | Caterpillar INC | +0.2% | +33.04% | Add |
| 18 | PFE | Pfizer INC | +0.2% | +3684.28% | Add |
| 19 | EWJ | Ishares Msci Japan ETF | +0.2% | +2278.99% | Add |
| 20 | EFA | Ishares Msci Eafe ETF | +0.2% | +27.90% | Add |
| 21 | GFS | GLOBALFOUNDRIES Inc. | +0.2% | +8275141.18% | Add |
| 22 | WMB | Williams Cos INC | +0.2% | +2351.51% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +4.11% | Add |
| 24 | SPOT | Spotify Technology S.A. | -0.2% | -11.83% | Trim |
| 25 | MS | Morgan Stanley | -0.2% | -46.05% | Trim |
| 26 | PNR | Pentair plc | -0.2% | -99.39% | Trim |
| 27 | CDW | Cdw Corp/de | -0.2% | -98.55% | Trim |
| 28 | CRH | CRH plc | -0.2% | -18.43% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.2% | -3.15% | Trim |
| 30 | NOW | Servicenow INC | -0.2% | -37.50% | Trim |
| 31 | AVGO | Broadcom INC | -0.3% | -0.40% | Trim |
| 32 | ORLY | O'reilly Automotive INC | -0.3% | -90.81% | Trim |
| 33 | KKR | Kkr & Co INC | -0.3% | -98.28% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.3% | -5.06% | Trim |
| 35 | QCOM | Qualcomm INC | -0.3% | -96.42% | Trim |
| 36 | IT | Gartner INC | -0.3% | -97.39% | Trim |
| 37 | SHW | Sherwin-williams Co/the | -0.3% | -97.29% | Trim |
| 38 | TRU | Transunion | -0.3% | -48.18% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.3% | -3.52% | Trim |
| 40 | APO | Apollo Global Management INC | -0.3% | -99.45% | Trim |
| 41 | AAPL | Apple INC | -0.4% | -2.75% | Trim |
| 42 | MA | Mastercard INC - A | -0.4% | -91.50% | Trim |
| 43 | AMZN | Amazon.com INC | -0.5% | -4.99% | Trim |
| 44 | SPGI | S&p Global INC | -0.5% | -96.86% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.6% | -5.00% | Trim |
| 46 | BSX | Boston Scientific CORP | -0.6% | -98.83% | Trim |
| 47 | UNH | Unitedhealth Group INC | -0.7% | -73.83% | Trim |
| 48 | MSFT | Microsoft CORP | -0.7% | +8.42% | Add |
| 49 | DHR | Danaher CORP | -0.7% | -98.26% | Trim |
| 50 | LNWO | Light & Wonder INC | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-08-13 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-27 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-04-06 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-09 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-05 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-30 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-07 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-19 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-05-21 | Amendment | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-25 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-30 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-03 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-07 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-06-18 | Amendment | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-12-11 | Amendment | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-18 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Bessemer Group INC and what type of investor is it?
Bessemer Group INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $63.6B, spread across 9822 disclosed positions.
What are Bessemer Group INC's largest equity positions?
Based on the latest 13F filing, Bessemer Group INC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $4.4B (6.8%)
2. Apple INC (AAPL) — $3.0B (4.8%)
3. Alphabet Inc-cl C (GOOG) — $2.9B (4.6%)
4. Microsoft CORP (MSFT) — $2.6B (4.0%)
5. Amazon.com INC (AMZN) — $2.0B (3.2%)
What changes did Bessemer Group INC make in its most recent portfolio filing?
In the latest reported quarter, Bessemer Group INC made 50 notable position adjustments: 0 new positions were initiated, 24 existing holdings were added to, 25 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Light & Wonder INC (LNWO); Trim: Danaher CORP (DHR) — shares -98.26%; Add: Microsoft CORP (MSFT) — shares +8.42%; Trim: Unitedhealth Group INC (UNH) — shares -73.83%; Trim: Alphabet Inc-cl C (GOOG) — shares -5.00%
What sectors does Bessemer Group INC focus on?
Bessemer Group INC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.8%
• Financials: 12.7%
• Industrials: 12.7%
• Communication Services: 11.0%
• Health Care: 9.3%
• Consumer Discretionary: 8.6%
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CIK 0000314984
Total reported value
$52.5B
4,385 stks
2026-03-31
Concentration2.4
Portfolio Stability30.8
Sector conviction41.3
5 of the top 5 holdings overlap, including Nvidia CORP
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