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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
VSS icon
51
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$263M 0.4%
1,846,382
-67,772
-4% -$9.39M
TMO icon
52
Thermo Fisher Scientific
TMO
$220B
$262M 0.4%
540,350
+1,919
+0.4% +$893K
STE icon
53
Steris
STE
$23.1B
$262M 0.4%
1,059,026
-1,150
-0.1% -$275K
NDAQ icon
54
Nasdaq
NDAQ
$52.9B
$259M 0.4%
2,927,331
-306,083
-9% -$28.4M
CLH icon
55
Clean Harbors
CLH
$16.3B
$255M 0.39%
1,097,702
+87,322
+9% +$20.7M
KEYS icon
56
Keysight
KEYS
$58.3B
$250M 0.38%
1,429,998
-3,682
-0.3% -$614K
CME icon
57
CME Group
CME
$94.8B
$247M 0.38%
913,859
-2,598
-0.3% -$707K
TTWO icon
58
Take-Two Interactive
TTWO
$46.1B
$246M 0.38%
951,186
-10,601
-1% -$2.51M
MELI icon
59
Mercado Libre
MELI
$92.3B
$245M 0.37%
104,647
-38,021
-27% -$91.3M
LHX icon
60
L3Harris
LHX
$53.4B
$244M 0.37%
799,388
-143,593
-15% -$39.3M
BKNG icon
61
Booking.com
BKNG
$161B
$244M 0.37%
1,128,700
-234,700
-17% -$52.4M
AEP icon
62
American Electric Power
AEP
$68.4B
$243M 0.37%
2,159,456
+396,436
+22% +$43.4M
MDT icon
63
Medtronic
MDT
$112B
$242M 0.37%
2,538,029
+1,174,765
+86% +$108M
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$4.33T
$241M 0.37%
992,366
-10,770
-1% -$2.26M
USFD icon
65
US Foods
USFD
$24B
$240M 0.37%
3,132,793
-645,202
-17% -$51.3M
IT icon
66
Gartner
IT
$11.7B
$240M 0.37%
911,560
+171,276
+23% +$50M
HD icon
67
Home Depot
HD
$355B
$234M 0.36%
577,188
-2,370
-0.4% -$932K
BA icon
68
Boeing
BA
$185B
$231M 0.35%
1,069,819
+357,995
+50% +$80.7M
WAB icon
69
Wabtec
WAB
$49.3B
$231M 0.35%
1,149,971
-4,831
-0.4% -$953K
COP icon
70
ConocoPhillips
COP
$141B
$230M 0.35%
2,431,975
-1,208,401
-33% -$114M
HLT icon
71
Hilton Worldwide
HLT
$71.5B
$230M 0.35%
885,715
-8,469
-0.9% -$2.29M
CDNS icon
72
Cadence Design Systems
CDNS
$93.4B
$229M 0.35%
653,156
-1,629
-0.2% -$560K
CCEP icon
73
Coca-Cola Europacific Partners
CCEP
$47.9B
$229M 0.35%
2,537,646
+2,518,085
+12,873% +$234M
MS icon
74
Morgan Stanley
MS
$340B
$226M 0.35%
1,419,601
+10,530
+0.7% +$1.55M
AMT icon
75
American Tower
AMT
$80.4B
$225M 0.34%
1,171,184
+187,941
+19% +$39.2M
1 2
3
4 5

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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.