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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
IWF icon
276
iShares Russell 1000 Growth ETF
IWF
$128B
$16.9M 0.03%
144,724
+4,152
+3% +$462K
MMSI icon
277
Merit Medical Systems
MMSI
$5.32B
$16.9M 0.03%
203,589
+203,462
+160,206% +$17.7M
WINA icon
278
Winmark
WINA
$1.32B
$16.9M 0.03%
33,929
-23,890
-41% -$10.3M
LMB icon
279
Limbach Holdings
LMB
$581M
$16.6M 0.03%
171,014
-6,806
-4% -$819K
WING icon
280
Wingstop
WING
$3.18B
$16.6M 0.03%
65,851
+2,461
+4% +$765K
IPAC icon
281
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$16.4M 0.03%
223,532
+17,350
+8% +$1.23M
VXF icon
282
Vanguard Extended Market ETF
VXF
$31.9B
$16.4M 0.03%
78,141
+285
+0.4% +$57.7K
IWB icon
283
iShares Russell 1000 ETF
IWB
$50.2B
$16M 0.02%
43,713
+307
+0.7% +$108K
INFY icon
284
Infosys
INFY
$50.7B
$15.6M 0.02%
959,370
+188,174
+24% +$3.24M
CMC icon
285
Commercial Metals
CMC
$8.31B
$14.9M 0.02%
260,993
+258,643
+11,006% +$14.3M
BE icon
286
Bloom Energy
BE
$64.6B
$14.8M 0.02%
174,542
+174,221
+54,274% +$8.09M
PRM icon
287
Perimeter Solutions
PRM
$5.77B
$14.8M 0.02%
658,937
-348,031
-35% -$6.59M
KNSL icon
288
Kinsale Capital Group
KNSL
$8.51B
$14.7M 0.02%
34,614
-17,032
-33% -$7.72M
GFF icon
289
Griffon
GFF
$4.86B
$14.6M 0.02%
191,282
+191,127
+123,308% +$14.7M
AXGN icon
290
Axogen
AXGN
$2.5B
$14.5M 0.02%
+810,951
New +$11.8M
HLIO icon
291
Helios Technologies
HLIO
$2.76B
$14.3M 0.02%
+273,828
New +$12.8M
BCH icon
292
Banco de Chile
BCH
$20.9B
$14.1M 0.02%
466,421
-1,047
-0.2% -$30.4K
VEA icon
293
Vanguard FTSE Developed Markets ETF
VEA
$237B
$14M 0.02%
234,423
-6,843
-3% -$399K
WHD icon
294
Cactus
WHD
$5.44B
$13.8M 0.02%
349,571
+11,672
+3% +$491K
CW icon
295
Curtiss-Wright
CW
$25.5B
$13.3M 0.02%
24,473
-11,090
-31% -$5.46M
PHR icon
296
Phreesia
PHR
$773M
$13M 0.02%
554,513
+506,954
+1,066% +$13.8M
KTOS icon
297
Kratos Defense & Security Solutions
KTOS
$11.4B
$13M 0.02%
142,411
+142,113
+47,689% +$9.1M
MAZE
298
Maze Therapeutics
MAZE
$1.59B
$12.5M 0.02%
481,790
– –
IONQ icon
299
IonQ
IONQ
$16.6B
$12.4M 0.02%
201,306
+200,824
+41,665% +$9.44M
IWR icon
300
iShares Russell Mid-Cap ETF
IWR
$57.5B
$12.3M 0.02%
127,630
+51,565
+68% +$4.89M
10 11
12
13 14

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Caisse de Depot et Placement du Quebec (CDPQ)
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.