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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
+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
(+6.1%)
Cap. Flow
-$5.17M
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$333M |
| 2 |
Citigroup
C
|
+$271M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$234M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$227M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$187M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$357M |
| 2 |
Oracle
ORCL
|
+$258M |
| 3 |
Corteva
CTVA
|
+$256M |
| 4 |
Corpay
CPAY
|
+$176M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Regeneron Pharmaceuticals
REGN
$82.1B
| $1.5M | ﹤0.01% |
2,671
+1,554
| +139% | +$879K |
|
552
PACCAR
PCAR
$69.7B
| $1.5M | ﹤0.01% |
15,266
+1,627
| +12% | +$160K |
|
553
Digital Realty Trust
DLR
$71B
| $1.49M | ﹤0.01% |
8,621
+335
| +4% | +$57.3K |
|
554
Enerpac Tool Group
EPAC
$1.9B
| $1.49M | ﹤0.01% |
36,230
+9,328
| +35% | +$376K |
|
555
CrowdStrike
CRWD
$230B
| $1.48M | ﹤0.01% |
12,100
-870,232
| -99% | -$98.9M |
|
556
Johnson Controls International
JCI
$91.8B
| $1.48M | ﹤0.01% |
13,500
-630
| -4% | -$67.3K |
|
557
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
| $1.48M | ﹤0.01% |
10,189
-43
| -0.4% | -$6.02K |
|
558
Viking Holdings
VIK
$46.1B
| $1.48M | ﹤0.01% |
23,787
-1,576
| -6% | -$94K |
|
559
Edwards Lifesciences
EW
$53B
| $1.47M | ﹤0.01% |
18,915
+2,819
| +18% | +$220K |
|
560
Global Payments
GPN
$22.7B
| $1.47M | ﹤0.01% |
17,670
+562
| +3% | +$47.3K |
|
561
Avnet
AVT
$7.97B
| $1.47M | ﹤0.01% |
28,053
+27,658
| +7,002% | +$1.49M |
|
562
CenterPoint Energy
CNP
$26.4B
| $1.46M | ﹤0.01% |
37,643
-1,255
| -3% | -$47.4K |
|
563
Teledyne Technologies
TDY
$32.2B
| $1.45M | ﹤0.01% |
2,481
+1,157
| +87% | +$633K |
|
564
Equinix
EQIX
$103B
| $1.44M | ﹤0.01% |
1,835
+332
| +22% | +$259K |
|
565
HCA Healthcare
HCA
$89.1B
| $1.43M | ﹤0.01% |
3,364
+536
| +19% | +$208K |
|
|
EA
566
DELISTED
Electronic Arts
EA
| $1.43M | ﹤0.01% |
7,099
+228
| +3% | +$37.7K |
|
567
Otis Worldwide
OTIS
$27.7B
| $1.42M | ﹤0.01% |
15,538
-744
| -5% | -$67.5K |
|
568
GitLab
GTLB
$6.83B
| $1.41M | ﹤0.01% |
31,250
+2,560
| +9% | +$117K |
|
|
CFLT
569
DELISTED
Confluent
CFLT
| $1.41M | ﹤0.01% |
71,078
+428
| +0.6% | +$8.95K |
|
|
CSW
570
CSW Industrials
CSW
$5.64B
| $1.41M | ﹤0.01% |
5,790
+430
| +8% | +$115K |
|
571
Xcel Energy
XEL
$47.8B
| $1.4M | ﹤0.01% |
17,369
+1,295
| +8% | +$93.7K |
|
572
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
| $1.39M | ﹤0.01% |
36,803
+36,644
| +23,047% | +$1.37M |
|
573
Public Storage
PSA
$60.1B
| $1.38M | ﹤0.01% |
4,765
-122
| -2% | -$35K |
|
574
Western Digital
WDC
$153B
| $1.37M | ﹤0.01% |
11,401
+8,439
| +285% | +$690K |
|
575
RB Global
RBA
$17.2B
| $1.36M | ﹤0.01% |
12,551
-3,940
| -24% | -$442K |
|
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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.