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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
+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
Cap. Flow
-$1.5B
Cap. Flow %
-2.3%
Top 10 Hldgs %
35.87%
Holding
2,783
New
228
Increased
1,171
Reduced
762
Closed
188

Top Buys

Rank Stock Value
1
COF icon
Capital One
COF
+$318M
2
CAT icon
Caterpillar
CAT
+$215M
3
LLY icon
Eli Lilly
LLY
+$199M
4
LOW icon
Lowe's Companies
LOW
+$197M
5
PLD icon
Prologis
PLD
+$196M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$557M
2
CCL icon
Carnival Corporation Ltd
CCL
+$504M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421M
4
MSI icon
Motorola Solutions
MSI
+$367M
5
KWEB icon
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
PLXS icon
551
Plexus
PLXS
$7.23B
$3.47M 0.01%
23,630
+23,530
+23,530% +$3.45M
ECG
552
Everus Construction Group
ECG
$6.99B
$3.47M 0.01%
40,560
+40,222
+11,900% +$3.6M
OPLN
553
Openlane
OPLN
$4.54B
$3.46M 0.01%
116,182
+114,707
+7,777% +$3.1M
AGM icon
554
Federal Agricultural Mortgage
AGM
$2.56B
$3.46M 0.01%
19,687
+17,165
+681% +$2.89M
ONEQ icon
555
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$3.45M 0.01%
37,795
-100
-0.3% -$9.1K
VRTX icon
556
Vertex Pharmaceuticals
VRTX
$126B
$3.44M 0.01%
7,592
-867
-10% -$374K
KALU icon
557
Kaiser Aluminum
KALU
$3.02B
$3.44M 0.01%
29,969
+29,903
+45,308% +$2.85M
YUM icon
558
Yum! Brands
YUM
$41.1B
$3.44M 0.01%
22,758
+916
+4% +$136K
AZZ icon
559
AZZ Inc
AZZ
$4.54B
$3.44M 0.01%
32,100
+30,483
+1,885% +$3.16M
INSW icon
560
International Seaways
INSW
$4.57B
$3.44M 0.01%
70,867
+70,461
+17,355% +$3.48M
ARWR icon
561
Arrowhead Research
ARWR
$12.4B
$3.44M 0.01%
51,795
+50,727
+4,750% +$2.49M
VICR icon
562
Vicor
VICR
$10.2B
$3.43M 0.01%
31,329
+31,212
+26,677% +$2.65M
HR icon
563
Healthcare Realty
HR
$6.84B
$3.43M 0.01%
202,506
+180,909
+838% +$3.22M
HCI icon
564
HCI Group
HCI
$2.41B
$3.43M 0.01%
17,893
+17,845
+37,177% +$3.36M
DAN icon
565
Dana Inc
DAN
$3.06B
$3.43M 0.01%
144,209
+143,317
+16,067% +$3.03M
XLV icon
566
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$3.42M 0.01%
22,115
-2,094
-9% -$314K
BCPC
567
Balchem Corp
BCPC
$5.72B
$3.42M 0.01%
22,325
+21,031
+1,625% +$3.21M
KN icon
568
Knowles
KN
$3.34B
$3.41M 0.01%
158,998
+158,443
+28,548% +$3.61M
DOCN icon
569
DigitalOcean
DOCN
$14.6B
$3.41M 0.01%
70,806
+70,519
+24,571% +$3.11M
CALX icon
570
Calix
CALX
$2.39B
$3.4M 0.01%
64,284
+63,927
+17,907% +$3.72M
RRR icon
571
Red Rock Resorts
RRR
$3.62B
$3.4M 0.01%
+54,894
New +$3.21M
PFE icon
572
Pfizer
PFE
$153B
$3.4M 0.01%
136,488
+6,727
+5% +$170K
UBER icon
573
Uber
UBER
$153B
$3.39M 0.01%
41,464
-4,796
-10% -$432K
ALLY icon
574
Ally Financial
ALLY
$13.3B
$3.39M 0.01%
74,763
+73,529
+5,959% +$3.03M
MRSH
575
Marsh
MRSH
$91.5B
$3.38M 0.01%
18,242
-1,564
-8% -$292K
21 22
23
24 25

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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.