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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
SEDG icon
1801
SolarEdge
SEDG
$2.04B
$15K ﹤0.01%
412
+85
+26% +$2.54K
STC icon
1802
Stewart Information Services
STC
$2.02B
$15K ﹤0.01%
203
+152
+298% +$10.5K
GAP
1803
The Gap Inc
GAP
$7.58B
$15K ﹤0.01%
700
+96
+16% +$2.08K
AKR icon
1804
Acadia Realty Trust
AKR
$2.81B
$14K ﹤0.01%
684
+224
+49% +$4.32K
CTS icon
1805
CTS Corp
CTS
$1.84B
$14K ﹤0.01%
361
+245
+211% +$10.2K
DEI icon
1806
Douglas Emmett
DEI
$1.92B
$14K ﹤0.01%
888
+389
+78% +$6.08K
EEMV icon
1807
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
$14K ﹤0.01%
+227
New +$14.4K
GES
1808
DELISTED
Guess Inc
GES
$14K ﹤0.01%
822
-19,661
-96% -$291K
GRBK icon
1809
Green Brick Partners
GRBK
$3.09B
$14K ﹤0.01%
178
+61
+52% +$4.17K
HAE icon
1810
Haemonetics
HAE
$3.99B
$14K ﹤0.01%
272
+63
+30% +$3.9K
IIIN icon
1811
Insteel Industries
IIIN
$636M
$14K ﹤0.01%
355
+105
+42% +$3.97K
JBLU icon
1812
JetBlue
JBLU
$2.19B
$14K ﹤0.01%
2,936
+476
+19% +$2.29K
MHD icon
1813
BlackRock MuniHoldings Fund
MHD
$603M
$14K ﹤0.01%
1,175
– –
MLAB icon
1814
Mesa Laboratories
MLAB
$609M
$14K ﹤0.01%
205
+204
+20,400% +$14.7K
MOAT icon
1815
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$14K ﹤0.01%
145
-155
-52% -$15.1K
NSIT icon
1816
Insight Enterprises
NSIT
$4.49B
$14K ﹤0.01%
126
+17
+16% +$2.21K
PDD icon
1817
Pinduoduo
PDD
$129B
$14K ﹤0.01%
106
– –
PLXS icon
1818
Plexus
PLXS
$7.21B
$14K ﹤0.01%
100
+63
+170% +$8.51K
RIVN icon
1819
Rivian
RIVN
$23.6B
$14K ﹤0.01%
967
+411
+74% +$5.51K
THRM icon
1820
Gentherm
THRM
$1.28B
$14K ﹤0.01%
412
-15
-4% -$507
TR icon
1821
Tootsie Roll Industries
TR
$2.99B
$14K ﹤0.01%
356
+32
+10% +$1.21K
UCTT
1822
Ultra Clean Holdings
UCTT
$3.83B
$14K ﹤0.01%
507
+95
+23% +$2.34K
VAL icon
1823
Valaris
VAL
$6.08B
$14K ﹤0.01%
296
-27
-8% -$1.32K
XLRE icon
1824
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.5B
$14K ﹤0.01%
+338
New +$14.1K
GTM
1825
ZoomInfo Technologies
GTM
$1.19B
$14K ﹤0.01%
1,298
+561
+76% +$6.01K
71 72
73
74 75

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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.