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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 | |
|---|---|---|---|---|---|---|
351
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
| $8.49M | 0.01% |
17,659
+16,567
| +1,517% | +$7.84M |
|
352
Linde
LIN
$226B
| $8.18M | 0.01% |
19,173
-474
| -2% | -$203K |
|
353
Intuit
INTU
$89B
| $7.94M | 0.01% |
11,986
-1,267
| -10% | -$837K |
|
354
Wells Fargo
WFC
$264B
| $7.92M | 0.01% |
85,002
+13,723
| +19% | +$1.19M |
|
355
iShares Core MSCI EAFE ETF
IEFA
$196B
| $7.91M | 0.01% |
88,463
-1,152
| -1% | -$102K |
|
356
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
| $7.79M | 0.01% |
100,489
+3,930
| +4% | +$301K |
|
357
JPMorgan BetaBuilders Japan ETF
BBJP
$18.8B
| $7.69M | 0.01% |
116,657
+109
| +0.1% | +$7.42K |
|
358
iShares Gold Trust
IAU
$67.5B
| $7.48M | 0.01% |
92,131
-321
| -0.3% | -$25.1K |
|
359
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $7.37M | 0.01% |
134,752
+21,547
| +19% | +$1.17M |
|
360
Walt Disney
DIS
$181B
| $7.32M | 0.01% |
64,337
-2,502
| -4% | -$276K |
|
361
Vanguard Dividend Appreciation ETF
VIG
$114B
| $7.31M | 0.01% |
33,251
-10,770
| -24% | -$2.35M |
|
362
Illinois Tool Works
ITW
$84.5B
| $7.3M | 0.01% |
29,642
+507
| +2% | +$126K |
|
363
Lincoln National
LNC
$8.81B
| $7.24M | 0.01% |
162,628
+137,409
| +545% | +$5.72M |
|
364
Gilead Sciences
GILD
$165B
| $7.17M | 0.01% |
58,372
+5,409
| +10% | +$657K |
|
|
OKLO
365
Oklo
OKLO
$8.42B
| $7.07M | 0.01% |
98,442
+97,822
| +15,778% | +$10.9M |
|
366
Palantir
PLTR
$413B
| $7.03M | 0.01% |
39,519
+3,351
| +9% | +$607K |
|
367
Sanmina
SANM
$10.9B
| $6.98M | 0.01% |
46,511
+46,217
| +15,720% | +$6.82M |
|
368
Zurn Elkay Water Solutions
ZWS
$8.53B
| $6.86M | 0.01% |
147,593
+146,523
| +13,694% | +$6.88M |
|
369
Armstrong World Industries
AWI
$7.84B
| $6.86M | 0.01% |
35,893
+35,672
| +16,141% | +$6.81M |
|
370
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $6.68M | 0.01% |
46,418
+158
| +0.3% | +$22.8K |
|
371
Lam Research
LRCX
$390B
| $6.62M | 0.01% |
38,642
+8,912
| +30% | +$1.39M |
|
372
Adobe
ADBE
$105B
| $6.43M | 0.01% |
18,370
-1,350
| -7% | -$459K |
|
373
Eastman Chemical
EMN
$8.42B
| $6.36M | 0.01% |
99,612
+95,241
| +2,179% | +$5.87M |
|
374
TTM Technologies
TTMI
$14.5B
| $6.31M | 0.01% |
91,492
+91,031
| +19,746% | +$5.94M |
|
375
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
| $6.28M | 0.01% |
240,170
+239,801
| +64,987% | +$6.98M |
|
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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.