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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
LEN icon
576
Lennar Class A
LEN
$20.6B
$1.35M ﹤0.01%
10,760
-23
-0.2% -$2.85K
KAI icon
577
Kadant
KAI
$3.89B
$1.35M ﹤0.01%
4,527
+65
+1% +$21.2K
VST icon
578
Vistra
VST
$48.5B
$1.34M ﹤0.01%
6,856
+275
+4% +$54.5K
BRZE icon
579
Braze
BRZE
$3.16B
$1.32M ﹤0.01%
46,590
+5,760
+14% +$163K
EXPE icon
580
Expedia Group
EXPE
$37.1B
$1.32M ﹤0.01%
6,201
+52
+0.8% +$10.4K
NUE icon
581
Nucor
NUE
$62.6B
$1.32M ﹤0.01%
9,779
+173
+2% +$24.5K
PJT icon
582
PJT Partners
PJT
$4.25B
$1.32M ﹤0.01%
7,436
-1,180
-14% -$212K
BKR icon
583
Baker Hughes
BKR
$63.4B
$1.3M ﹤0.01%
26,685
+5,432
+26% +$240K
ALKT icon
584
Alkami Technology
ALKT
$2.08B
$1.29M ﹤0.01%
52,090
– –
MNDY icon
585
monday.com
MNDY
$3.7B
$1.29M ﹤0.01%
6,644
-935
-12% -$215K
ACWX icon
586
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.28M ﹤0.01%
19,671
-2,043
-9% -$128K
GRMN
587
Garmin
GRMN
$60.4B
$1.27M ﹤0.01%
5,168
+85
+2% +$19.6K
PSP icon
588
Invesco Global Listed Private Equity ETF
PSP
$244M
$1.27M ﹤0.01%
18,423
+3,025
+20% +$214K
IXN icon
589
iShares Global Tech ETF
IXN
$9.21B
$1.26M ﹤0.01%
12,250
-105
-0.8% -$10.1K
DFAT icon
590
Dimensional US Targeted Value ETF
DFAT
$14.7B
$1.26M ﹤0.01%
21,668
– –
PYPL icon
591
PayPal
PYPL
$50B
$1.26M ﹤0.01%
18,777
+5,115
+37% +$361K
UNM icon
592
Unum
UNM
$14.4B
$1.25M ﹤0.01%
16,109
+735
+5% +$55.1K
DIVB icon
593
iShares Core Dividend ETF
DIVB
$1.78B
$1.24M ﹤0.01%
+23,675
New +$1.21M
WDAY icon
594
Workday
WDAY
$45.5B
$1.22M ﹤0.01%
5,087
+928
+22% +$215K
ATRC icon
595
AtriCure
ATRC
$2.12B
$1.22M ﹤0.01%
34,580
-30
-0.1% -$1.03K
VDE icon
596
Vanguard Energy ETF
VDE
$10.2B
$1.22M ﹤0.01%
9,660
+370
+4% +$45.5K
DRI icon
597
Darden Restaurants
DRI
$24.5B
$1.21M ﹤0.01%
6,358
+207
+3% +$42.6K
EQT icon
598
EQT Corp
EQT
$33.6B
$1.21M ﹤0.01%
22,205
+2,188
+11% +$116K
CPAY icon
599
Corpay
CPAY
$26B
$1.21M ﹤0.01%
4,191
-553,502
-99% -$176M
BNL icon
600
Broadstone Net Lease
BNL
$3.96B
$1.2M ﹤0.01%
67,070
-110
-0.2% -$1.89K
22 23
24
25 26

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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.