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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 | |
|---|---|---|---|---|---|---|
1151
Casella Waste Systems
CWST
$5.73B
| $176K | ﹤0.01% |
1,856
-267,653
| -99% | -$26.9M |
|
1152
Petrobras
PBR
$118B
| $176K | ﹤0.01% |
13,900
-515
| -4% | -$6.47K |
|
1153
iShares Russell Top 200 Growth ETF
IWY
$16.5B
| $175K | ﹤0.01% |
641
-641
| -50% | -$166K |
|
|
MPT
1154
Medical Properties Trust
MPT
$2.48B
| $174K | ﹤0.01% |
34,272
+1,090
| +3% | +$4.8K |
|
1155
Telkom Indonesia
TLK
$14.7B
| $174K | ﹤0.01% |
9,251
+2,051
| +28% | +$37.9K |
|
1156
Axsome Therapeutics
AXSM
$11.4B
| $172K | ﹤0.01% |
1,415
+1,280
| +948% | +$144K |
|
1157
International Bancshares
IBOC
$4.53B
| $172K | ﹤0.01% |
2,509
+29
| +1% | +$2.03K |
|
1158
Snowflake
SNOW
$116B
| $172K | ﹤0.01% |
764
-155
| -17% | -$33.3K |
|
1159
Energy Fuels
UUUU
$3.57B
| $170K | ﹤0.01% |
11,105
+3,566
| +47% | +$37.9K |
|
1160
Grand Canyon Education
LOPE
$3.82B
| $169K | ﹤0.01% |
776
+24
| +3% | +$4.61K |
|
1161
Casey's General Stores
CASY
$31.6B
| $168K | ﹤0.01% |
295
+99
| +51% | +$51.8K |
|
1162
Atmus Filtration Technologies
ATMU
$4.05B
| $166K | ﹤0.01% |
3,688
+2,550
| +224% | +$107K |
|
1163
PPG Industries
PPG
$25.7B
| $166K | ﹤0.01% |
1,575
+179
| +13% | +$19.9K |
|
1164
PVH
PVH
$4.02B
| $166K | ﹤0.01% |
1,983
+39
| +2% | +$3.06K |
|
1165
Pinterest
PINS
$13.8B
| $165K | ﹤0.01% |
5,091
+832
| +20% | +$30.2K |
|
1166
CAE Inc. Common Shares
CAE
$8.64B
| $164K | ﹤0.01% |
5,547
+1,145
| +26% | +$32.2K |
|
1167
Knight Transportation
KNX
$11.2B
| $164K | ﹤0.01% |
4,136
+196
| +5% | +$8.49K |
|
1168
Donaldson
DCI
$11.2B
| $163K | ﹤0.01% |
1,981
+105
| +6% | +$7.92K |
|
1169
NNN REIT
NNN
$8.8B
| $163K | ﹤0.01% |
3,834
+2,013
| +111% | +$85.5K |
|
|
AMRZ
1170
Amrize Ltd
AMRZ
$25.6B
| $160K | ﹤0.01% |
3,335
-327,987
| -99% | -$16.7M |
|
1171
LyondellBasell Industries
LYB
$20.2B
| $159K | ﹤0.01% |
3,264
-1,647
| -34% | -$92.9K |
|
1172
Qorvo
QRVO
$8.56B
| $158K | ﹤0.01% |
1,730
+534
| +45% | +$47.5K |
|
1173
Sun Communities
SUI
$14.4B
| $157K | ﹤0.01% |
1,224
+38
| +3% | +$4.8K |
|
1174
White Mountains Insurance
WTM
$5.04B
| $157K | ﹤0.01% |
94
| – | – |
|
1175
Wynn Resorts
WYNN
$10.6B
| $157K | ﹤0.01% |
1,224
+49
| +4% | +$5.66K |
|
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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.