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Bessemer Group Portfolio holdings
AUM
$72.7B
1-Year Est. Return
39.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.1%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
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 | 9.59% |
| 4 | Healthcare | 9.35% |
| 5 | Consumer Discretionary | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BCPC
1126
Balchem Corp
BCPC
$5.35B
| $195K | ﹤0.01% |
1,294
+1,072
| +483% | +$169K |
|
1127
Celanese
CE
$5.17B
| $193K | ﹤0.01% |
4,578
-133
| -3% | -$6.62K |
|
1128
Everest Group
EG
$14.2B
| $193K | ﹤0.01% |
549
+114
| +26% | +$38.5K |
|
1129
LXP Industrial Trust
LXP
$3.59B
| $192K | ﹤0.01% |
4,277
+62
| +1% | +$2.66K |
|
1130
Vita Coco
COCO
$3.39B
| $190K | ﹤0.01% |
4,483
+4,263
| +1,938% | +$158K |
|
1131
OSI Systems
OSIS
$3.14B
| $188K | ﹤0.01% |
760
+626
| +467% | +$143K |
|
1132
SL Green Realty
SLG
$3.61B
| $188K | ﹤0.01% |
3,143
+2,517
| +402% | +$149K |
|
1133
Varonis Systems
VRNS
$5.31B
| $188K | ﹤0.01% |
3,269
+2,775
| +562% | +$154K |
|
1134
Atlas Energy Solutions
AESI
$1.56B
| $187K | ﹤0.01% |
16,456
-205
| -1% | -$2.51K |
|
1135
Portland General Electric
POR
$5.51B
| $187K | ﹤0.01% |
4,257
+3,416
| +406% | +$143K |
|
1136
Steel Dynamics
STLD
$33.5B
| $187K | ﹤0.01% |
1,339
+81
| +6% | +$10.6K |
|
|
TGNA
1137
DELISTED
TEGNA Inc
TGNA
| $187K | ﹤0.01% |
9,184
+448
| +5% | +$8.54K |
|
1138
Acushnet Holdings
GOLF
$4.85B
| $186K | ﹤0.01% |
2,376
+1,801
| +313% | +$140K |
|
1139
iShares Global Healthcare ETF
IXJ
$4.38B
| $186K | ﹤0.01% |
2,098
| – | – |
|
1140
Invesco
IVZ
$13.7B
| $184K | ﹤0.01% |
7,970
+1,352
| +20% | +$28.1K |
|
1141
iShares MSCI EAFE Value ETF
EFV
$31.4B
| $182K | ﹤0.01% |
2,693
-3,900
| -59% | -$257K |
|
1142
Procore
PCOR
$7.49B
| $181K | ﹤0.01% |
2,480
-296
| -11% | -$20.7K |
|
1143
VSE Corp
VSEC
$5.07B
| $181K | ﹤0.01% |
1,092
+1,005
| +1,155% | +$153K |
|
1144
JB Hunt Transport Services
JBHT
$21.2B
| $178K | ﹤0.01% |
1,330
+216
| +19% | +$31.1K |
|
|
STXF
1145
Strive 500 ETF
STXF
$1.18B
| $178K | ﹤0.01% |
4,118
| – | – |
|
1146
Southwest Gas
SWX
$5.97B
| $178K | ﹤0.01% |
2,271
+2,030
| +842% | +$158K |
|
|
KRMN
1147
Karman Holdings
KRMN
$4.73B
| $178K | ﹤0.01% |
2,460
+2,230
| +970% | +$122K |
|
1148
AZZ Inc
AZZ
$4.12B
| $177K | ﹤0.01% |
1,617
+1,509
| +1,397% | +$167K |
|
1149
Brixmor Property Group
BRX
$8.61B
| $177K | ﹤0.01% |
6,407
+129
| +2% | +$3.45K |
|
1150
Invesco S&P MidCap Momentum ETF
XMMO
$7.05B
| $177K | ﹤0.01% |
1,312
| – | – |
|
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.