We are live on ! Find out more
Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
+8.1%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+509.85%
AUM
$65.4B
AUM Growth
+$3.78B
Cap. Flow
-$5.17M
Cap. Flow %
-0.01%
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$333M
2
C icon
Citigroup
C
+$271M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$234M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$187M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$357M
2
ORCL icon
Oracle
ORCL
+$258M
3
CTVA icon
Corteva
CTVA
+$256M
4
CPAY icon
Corpay
CPAY
+$176M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$174M

Sector Composition

Rank Sector Weight
1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOVT icon
251
Novanta
NOVT
$6.29B
$22.3M 0.03%
222,391
+44,252
+25% +$5.27M
BRK.A icon
252
Berkshire Hathaway Class A
BRK.A
$1.12T
$21.9M 0.03%
29
– –
MGY icon
253
Magnolia Oil & Gas
MGY
$5.94B
$21.8M 0.03%
912,526
+38,502
+4% +$918K
ASO icon
254
Academy Sports + Outdoors
ASO
$2.98B
$21.7M 0.03%
433,804
+93,253
+27% +$4.76M
GWRE icon
255
Guidewire Software
GWRE
$14.2B
$21.4M 0.03%
93,110
+2,382
+3% +$542K
MRCY icon
256
Mercury Systems
MRCY
$6.52B
$21.2M 0.03%
274,302
+274,070
+118,134% +$17M
BBD icon
257
Banco Bradesco
BBD
$36.7B
$20.9M 0.03%
6,180,109
+107,568
+2% +$325K
CVBF icon
258
CVB Financial
CVBF
$3.99B
$20.7M 0.03%
1,095,694
+249,490
+29% +$4.97M
UFPT icon
259
UFP Technologies
UFPT
$2.43B
$20.7M 0.03%
103,761
-1,593
-2% -$350K
ACWV icon
260
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$20.2M 0.03%
168,188
– –
OSW icon
261
OneSpaWorld
OSW
$2.66B
$19.6M 0.03%
924,726
+902,110
+3,989% +$19.7M
DIOD icon
262
Diodes
DIOD
$4.84B
$19.5M 0.03%
366,609
+366,404
+178,734% +$19.6M
VYM icon
263
Vanguard High Dividend Yield ETF
VYM
$83.5B
$19.3M 0.03%
136,777
– –
TSLA icon
264
Tesla
TSLA
$1.3T
$19.2M 0.03%
43,269
+5,066
+13% +$1.76M
MUR icon
265
Murphy Oil
MUR
$4.78B
$19M 0.03%
669,407
+20,889
+3% +$527K
RDY icon
266
Dr. Reddy's Laboratories
RDY
$10.2B
$18.9M 0.03%
1,350,988
+318,621
+31% +$4.58M
BBSI icon
267
Barrett Business Services
BBSI
$804M
$18.6M 0.03%
418,784
+418,733
+821,045% +$19.2M
MTDR icon
268
Matador Resources
MTDR
$6.09B
$18.4M 0.03%
409,598
+12,619
+3% +$616K
FSS icon
269
Federal Signal
FSS
$7.83B
$18.3M 0.03%
154,036
+153,535
+30,646% +$18.4M
CRDO icon
270
Credo Technology Group
CRDO
$46.6B
$18.2M 0.03%
125,188
+124,973
+58,127% +$15.3M
FLR icon
271
Fluor
FLR
$7.96B
$18.2M 0.03%
433,202
+115,084
+36% +$5.3M
MSA icon
272
Mine Safety
MSA
$7.49B
$18M 0.03%
104,862
-67,476
-39% -$11.7M
PLMR icon
273
Palomar
PLMR
$3.45B
$17.9M 0.03%
153,683
+44,745
+41% +$5.67M
GVI icon
274
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$17.8M 0.03%
165,297
+8,116
+5% +$867K
PBH icon
275
Prestige Consumer Healthcare
PBH
$2.6B
$17.3M 0.03%
277,600
-100,620
-27% -$7M
9 10
11
12 13

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bessemer Group's Q3 2025 Portfolio in Review

As of Q3 2025, Bessemer Group held 2,784 positions worth $65.4B, up 6.1% from $61.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Bessemer Group's Q3 2025 filing shows 266 new, 1,378 increased, 646 reduced and 230 closed positions. Its largest new stake was Helios Technologies: 273,828 shares worth $14.3M. The largest sale was Fiserv Inc, an estimated $357M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.

  • Bessemer Group's largest Q3 2025 buy was Helios Technologies: 273,828 shares worth $14.3M.
  • Bessemer Group added most to UnitedHealth in Q3 2025, an estimated $333M increase.
  • Bessemer Group's biggest Q3 2025 reduction was Fiserv Inc, cutting an estimated $357M.
  • Bessemer Group fully exited The AZEK Co in Q3 2025, selling an estimated $24.2M.
  • Bessemer Group's ten largest holdings make up 36% of its $65.4B portfolio in Q3 2025.
  • Bessemer Group opened 266 new positions and closed 230 in Q3 2025.
  • Bessemer Group's portfolio value rose 6.1% quarter-over-quarter to $65.4B.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.