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Bessemer Group Portfolio holdings
AUM
$63.6B
1-Year Est. Return
28.76%
This Fund
S&P 500
This Quarter
Est. Return
+3.91%
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
$65.1B
AUM Growth
-$256M
(-0.39%)
Cap. Flow
-$1.5B
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
2,783
New
228
Increased
1,171
Reduced
762
Closed
188
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$318M |
| 2 |
Caterpillar
CAT
|
+$215M |
| 3 |
Eli Lilly
LLY
|
+$199M |
| 4 |
Lowe's Companies
LOW
|
+$197M |
| 5 |
Prologis
PLD
|
+$196M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$557M |
| 2 |
Carnival Corporation Ltd
CCL
|
+$504M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$421M |
| 4 |
Motorola Solutions
MSI
|
+$367M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$273M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.52% |
| 2 | Financials | 13.77% |
| 3 | Communication Services | 10.53% |
| 4 | Healthcare | 10.43% |
| 5 | Industrials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Federal Signal
FSS
$7.83B
| $32.1M | 0.05% |
295,531
+141,495
| +92% | +$16.2M |
|
227
Installed Building Products
IBP
$6.49B
| $32M | 0.05% |
123,264
+21,705
| +21% | +$5.61M |
|
228
Essent Group
ESNT
$6.33B
| $31.6M | 0.05% |
485,298
+62,473
| +15% | +$3.88M |
|
229
FormFactor
FORM
$9.17B
| $31.4M | 0.05% |
562,042
-152,039
| -21% | -$7.66M |
|
230
Globus Medical
GMED
$11.2B
| $31.2M | 0.05% |
357,886
+327,529
| +1,079% | +$24.9M |
|
|
CSW
231
CSW Industrials
CSW
$5.71B
| $30.7M | 0.05% |
104,700
+98,910
| +1,708% | +$26.4M |
|
232
STAG Industrial
STAG
$7.19B
| $30.7M | 0.05% |
834,733
+61,675
| +8% | +$2.34M |
|
|
QXO
233
QXO Inc
QXO
$17.4B
| $30.6M | 0.05% |
1,587,543
+1,587,080
| +342,782% | +$30.4M |
|
234
Old National Bancorp
ONB
$10.2B
| $30.4M | 0.05% |
1,364,514
+6,565
| +0.5% | +$142K |
|
235
Dorman Products
DORM
$4.18B
| $30.1M | 0.05% |
244,273
+51,103
| +26% | +$6.9M |
|
236
Construction Partners
ROAD
$6.77B
| $29.6M | 0.05% |
272,639
+28,349
| +12% | +$3.19M |
|
237
Hancock Whitney
HWC
$6.24B
| $29.3M | 0.05% |
460,690
+2,746
| +0.6% | +$167K |
|
238
Mercury Systems
MRCY
$6.52B
| $29.2M | 0.04% |
399,496
+125,194
| +46% | +$9.31M |
|
239
Badger Meter
BMI
$4.03B
| $29M | 0.04% |
166,407
+20,624
| +14% | +$3.71M |
|
240
Simpson Manufacturing
SSD
$8.16B
| $28.7M | 0.04% |
177,814
+13,595
| +8% | +$2.3M |
|
241
iShares Core MSCI Pacific ETF
IPAC
$2.77B
| $28.2M | 0.04% |
385,208
+161,676
| +72% | +$12M |
|
242
Comfort Systems
FIX
$59.6B
| $28M | 0.04% |
29,958
+299
| +1% | +$276K |
|
243
Onto Innovation
ONTO
$15.3B
| $27.7M | 0.04% |
175,763
-13,910
| -7% | -$1.98M |
|
244
Merit Medical Systems
MMSI
$5.32B
| $27.7M | 0.04% |
313,981
+110,392
| +54% | +$9.4M |
|
|
SCHW
245
Charles Schwab
SCHW
$187B
| $27M | 0.04% |
270,191
-13,968
| -5% | -$1.33M |
|
246
SouthState Bank Corp
SSB
$10.5B
| $26.9M | 0.04% |
285,717
+990
| +0.3% | +$91.7K |
|
247
Q2 Holdings
QTWO
$3.92B
| $26.9M | 0.04% |
372,466
-27,145
| -7% | -$1.86M |
|
248
Hamilton Lane
HLNE
$5.57B
| $26.6M | 0.04% |
198,020
-4,978
| -2% | -$626K |
|
|
249
Berkshire Hathaway Class A
BRK.A
$1.12T
| $25.7M | 0.04% |
34
+5
| +17% | +$3.73M |
|
250
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
| $25.4M | 0.04% |
344,987
-2,521
| -0.7% | -$183K |
|
Similar funds
Bessemer Group's Q4 2025 Portfolio in Review
As of Q4 2025, Bessemer Group held 2,783 positions worth $65.1B, down 0.39% from $65.4B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Bessemer Group's Q4 2025 filing shows 228 new, 1,171 increased, 762 reduced and 188 closed positions. Its largest new stake was Qnity Electronics Inc: 53,605 shares worth $4.38M. The largest sale was Microsoft, an estimated $557M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.
- Bessemer Group's largest Q4 2025 buy was Qnity Electronics Inc: 53,605 shares worth $4.38M.
- Bessemer Group added most to Capital One in Q4 2025, an estimated $318M increase.
- Bessemer Group's biggest Q4 2025 reduction was Microsoft, cutting an estimated $557M.
- Bessemer Group fully exited Telus in Q4 2025, selling an estimated $60.8M.
- Bessemer Group's ten largest holdings make up 36% of its $65.1B portfolio in Q4 2025.
- Bessemer Group opened 228 new positions and closed 188 in Q4 2025.
- Bessemer Group's portfolio value fell 0.39% quarter-over-quarter to $65.1B.
Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.