We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
576
Regeneron Pharmaceuticals
REGN
$80.8B
| $3.38M | 0.01% |
4,381
+1,710
| +64% | +$1.16M |
|
577
iShares Select Dividend ETF
DVY
$23.6B
| $3.37M | 0.01% |
23,871
+686
| +3% | +$96.9K |
|
578
SAP
SAP
$238B
| $3.37M | 0.01% |
13,870
-71
| -0.5% | -$18.1K |
|
|
UNIT
579
Uniti Group
UNIT
$2.32B
| $3.36M | 0.01% |
478,910
+478,510
| +119,628% | +$3.03M |
|
580
Kforce
KFRC
$1.06B
| $3.36M | 0.01% |
108,543
+103,947
| +2,262% | +$3.06M |
|
581
WD-40
WDFC
$3.15B
| $3.35M | 0.01% |
17,000
+16,837
| +10,329% | +$3.32M |
|
582
Ameriprise Financial
AMP
$48.8B
| $3.34M | 0.01% |
6,813
-40
| -0.6% | -$19K |
|
583
Scholastic
SCHL
$792M
| $3.33M | 0.01% |
112,516
+112,388
| +87,803% | +$3.22M |
|
584
ArcBest
ARCB
$3.08B
| $3.33M | 0.01% |
44,858
+43,389
| +2,954% | +$3.09M |
|
585
Cheesecake Factory
CAKE
$5.33B
| $3.31M | 0.01% |
65,683
+65,169
| +12,679% | +$3.27M |
|
586
Carter's
CRI
$1.47B
| $3.31M | 0.01% |
102,219
+102,017
| +50,503% | +$3.19M |
|
|
DCH
587
Dauch Corp
DCH
$1.51B
| $3.31M | 0.01% |
516,824
+516,063
| +67,814% | +$3.21M |
|
588
First Horizon
FHN
$12.1B
| $3.31M | 0.01% |
138,495
+135,252
| +4,171% | +$3.02M |
|
589
Arista Networks
ANET
$238B
| $3.31M | 0.01% |
25,245
-222
| -0.9% | -$30.6K |
|
590
ACM Research
ACMR
$5.79B
| $3.3M | 0.01% |
83,741
+83,616
| +66,893% | +$3.12M |
|
591
Skywest
SKYW
$4.34B
| $3.3M | 0.01% |
32,862
+32,633
| +14,250% | +$3.27M |
|
592
Ingevity
NGVT
$2.68B
| $3.29M | 0.01% |
55,615
+55,264
| +15,745% | +$3M |
|
593
Kulicke & Soffa
KLIC
$4.78B
| $3.29M | 0.01% |
72,222
+63,362
| +715% | +$2.68M |
|
594
Amalgamated Financial
AMAL
$1.49B
| $3.28M | 0.01% |
102,493
+102,438
| +186,251% | +$2.98M |
|
595
LCI Industries
LCII
$2.65B
| $3.28M | 0.01% |
27,055
+26,850
| +13,098% | +$2.86M |
|
596
Pitney Bowes
PBI
$2.39B
| $3.28M | 0.01% |
310,552
+310,053
| +62,135% | +$3.22M |
|
597
Southwest Gas
SWX
$6.67B
| $3.28M | 0.01% |
41,003
+38,732
| +1,706% | +$3.1M |
|
598
Boston Properties
BXP
$11.1B
| $3.28M | 0.01% |
48,609
+44,055
| +967% | +$3.13M |
|
599
DoubleVerify
DV
$2.03B
| $3.28M | 0.01% |
286,587
+282,794
| +7,456% | +$3.12M |
|
600
VanEck BDC Income ETF
BIZD
$1.7B
| $3.27M | 0.01% |
230,555
| – | – |
|
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.