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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
PCVX icon
1751
Vaxcyte
PCVX
$8.8B
$17K ﹤0.01%
478
+273
+133% +$9.04K
PRK icon
1752
Park National Corp
PRK
$3.67B
$17K ﹤0.01%
103
+69
+203% +$11.6K
PRVA icon
1753
Privia Health
PRVA
$2.81B
$17K ﹤0.01%
677
-1,496
-69% -$32.2K
QSR icon
1754
Restaurant Brands International
QSR
$25.6B
$17K ﹤0.01%
257
+242
+1,613% +$15.9K
RUSHA icon
1755
Rush Enterprises Class A
RUSHA
$9.53B
$17K ﹤0.01%
315
+146
+86% +$8.13K
SHLD icon
1756
Global X Defense Tech ETF
SHLD
$7.66B
$17K ﹤0.01%
+235
New +$14.8K
TDW icon
1757
Tidewater
TDW
$4.54B
$17K ﹤0.01%
310
+76
+32% +$4.17K
WEN icon
1758
Wendy's
WEN
$1.44B
$17K ﹤0.01%
+1,840
New +$18.9K
APLD icon
1759
Applied Digital
APLD
$8.54B
$16K ﹤0.01%
673
+203
+43% +$3.01K
ARM icon
1760
Arm
ARM
$287B
$16K ﹤0.01%
110
– –
BGC icon
1761
BGC Group
BGC
$4.8B
$16K ﹤0.01%
1,708
+372
+28% +$3.73K
BBT
1762
Beacon Financial Corp
BBT
$2.66B
$16K ﹤0.01%
692
+459
+197% +$11.8K
CBU icon
1763
Community Bank
CBU
$3.42B
$16K ﹤0.01%
285
+104
+57% +$6.02K
CHRD icon
1764
Chord Energy
CHRD
$7.62B
$16K ﹤0.01%
160
-23
-13% -$2.42K
CRC icon
1765
California Resources
CRC
$4.81B
$16K ﹤0.01%
316
+103
+48% +$5.16K
CZR icon
1766
Caesars Entertainment
CZR
$6.06B
$16K ﹤0.01%
627
+148
+31% +$4.01K
DES icon
1767
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$16K ﹤0.01%
+468
New +$15.5K
DFAE icon
1768
Dimensional Emerging Core Equity Market ETF
DFAE
$9.68B
$16K ﹤0.01%
521
– –
EXAS
1769
DELISTED
Exact Sciences
EXAS
$16K ﹤0.01%
288
-357
-55% -$17.8K
HCKT icon
1770
Hackett Group
HCKT
$285M
$16K ﹤0.01%
817
-100
-11% -$2.18K
HOPE icon
1771
Hope Bancorp
HOPE
$1.82B
$16K ﹤0.01%
1,462
+517
+55% +$5.6K
MCRI icon
1772
Monarch Casino & Resort
MCRI
$2.19B
$16K ﹤0.01%
161
+41
+34% +$4.11K
MCY icon
1773
Mercury Insurance
MCY
$5.86B
$16K ﹤0.01%
199
+41
+26% +$3.02K
MHO icon
1774
M/I Homes
MHO
$3.85B
$16K ﹤0.01%
114
+30
+36% +$4.06K
MIR icon
1775
Mirion Technologies
MIR
$3.8B
$16K ﹤0.01%
679
-274
-29% -$5.92K
69 70
71
72 73

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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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
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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.