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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 | |
|---|---|---|---|---|---|---|
951
BHP
BHP
$230B
| $368K | ﹤0.01% |
6,606
+266
| +4% | +$14.2K |
|
952
J.M. Smucker
SJM
$12.6B
| $368K | ﹤0.01% |
3,393
+59
| +2% | +$6.41K |
|
953
Centene
CNC
$32.9B
| $367K | ﹤0.01% |
10,272
+3,643
| +55% | +$110K |
|
954
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $366K | ﹤0.01% |
7,262
-170
| -2% | -$8.39K |
|
955
Warner Bros
WBD
$67.4B
| $366K | ﹤0.01% |
18,714
+7,676
| +70% | +$105K |
|
956
Perdoceo Education
PRDO
$1.97B
| $365K | ﹤0.01% |
9,711
+9,360
| +2,667% | +$300K |
|
957
CF Industries
CF
$18.4B
| $362K | ﹤0.01% |
4,033
+150
| +4% | +$13.4K |
|
958
Estee Lauder
EL
$31.5B
| $360K | ﹤0.01% |
4,088
+589
| +17% | +$52.4K |
|
959
Kulicke & Soffa
KLIC
$4.53B
| $360K | ﹤0.01% |
8,860
-29
| -0.3% | -$1.07K |
|
960
CareTrust REIT
CTRE
$9.55B
| $358K | ﹤0.01% |
10,308
+7,001
| +212% | +$230K |
|
|
K
961
DELISTED
Kellanova
K
| $358K | ﹤0.01% |
4,359
+252
| +6% | +$20K |
|
962
Datadog
DDOG
$93.6B
| $356K | ﹤0.01% |
2,501
+1,671
| +201% | +$230K |
|
963
Teradata
TDC
$2.58B
| $356K | ﹤0.01% |
16,577
+254
| +2% | +$5.47K |
|
964
KBR
KBR
$4.83B
| $355K | ﹤0.01% |
7,493
+6,876
| +1,114% | +$334K |
|
965
UDR
UDR
$12.1B
| $354K | ﹤0.01% |
9,544
-380
| -4% | -$14.8K |
|
|
CIVI
966
DELISTED
Civitas Resources
CIVI
| $353K | ﹤0.01% |
10,854
-14
| -0.1% | -$448 |
|
967
Equitable Holdings
EQH
$14.4B
| $352K | ﹤0.01% |
6,932
+699
| +11% | +$37K |
|
968
Brookfield Asset Management
BAM
$84.4B
| $350K | ﹤0.01% |
6,148
-19,414
| -76% | -$1.15M |
|
969
Molson Coors Class B
TAP
$7.93B
| $350K | ﹤0.01% |
7,729
-1,195
| -13% | -$59K |
|
970
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $349K | ﹤0.01% |
1,091
+291
| +36% | +$87.8K |
|
971
Dell
DELL
$296B
| $348K | ﹤0.01% |
2,450
+271
| +12% | +$35.2K |
|
|
AL
972
DELISTED
Air Lease Corp
AL
| $347K | ﹤0.01% |
5,443
-3,378
| -38% | -$202K |
|
973
John Hancock Multifactor Mid Cap ETF
JHMM
$6.11B
| $346K | ﹤0.01% |
5,354
| – | – |
|
974
Super Micro Computer
SMCI
$20.4B
| $346K | ﹤0.01% |
7,213
+1,085
| +18% | +$51.8K |
|
975
Houlihan Lokey
HLI
$8.62B
| $343K | ﹤0.01% |
1,670
+171
| +11% | +$33.5K |
|
Similar funds
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.