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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 | |
|---|---|---|---|---|---|---|
1226
SK Telecom
SKM
$13B
| $128K | ﹤0.01% |
5,921
-288
| -5% | -$6.38K |
|
1227
SM Energy
SM
$7.65B
| $128K | ﹤0.01% |
5,121
+4,269
| +501% | +$115K |
|
1228
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
| $128K | ﹤0.01% |
1,764
| – | – |
|
1229
Loar Holdings
LOAR
$6.67B
| $128K | ﹤0.01% |
1,590
+1,465
| +1,172% | +$110K |
|
1230
American Homes 4 Rent
AMH
$12.2B
| $123K | ﹤0.01% |
3,683
-382
| -9% | -$13.3K |
|
1231
Alerian MLP ETF
AMLP
$13.3B
| $123K | ﹤0.01% |
2,627
+486
| +23% | +$23.5K |
|
1232
Walker & Dunlop
WD
$1.5B
| $123K | ﹤0.01% |
1,468
+1,297
| +758% | +$104K |
|
1233
AptarGroup
ATR
$8.56B
| $122K | ﹤0.01% |
915
-179
| -16% | -$25.9K |
|
1234
Dynatrace
DT
$14.6B
| $121K | ﹤0.01% |
2,505
-248
| -9% | -$12.6K |
|
1235
Etsy
ETSY
$7.27B
| $121K | ﹤0.01% |
1,816
+265
| +17% | +$15.8K |
|
1236
iShares Biotechnology ETF
IBB
$9.83B
| $121K | ﹤0.01% |
836
-364
| -30% | -$49.7K |
|
1237
Insmed
INSM
$29.4B
| $121K | ﹤0.01% |
836
+484
| +138% | +$59.3K |
|
1238
Virtu Financial
VIRT
$4.92B
| $120K | ﹤0.01% |
3,380
+2,798
| +481% | +$115K |
|
1239
Starwood Property Trust
STWD
$6.16B
| $119K | ﹤0.01% |
6,180
+239
| +4% | +$4.81K |
|
|
MRP
1240
Millrose Properties Inc
MRP
$4.88B
| $119K | ﹤0.01% |
3,506
+317
| +10% | +$10.2K |
|
1241
Honda
HMC
$41.2B
| $118K | ﹤0.01% |
3,821
+1
| +0% | +$33 |
|
1242
Liberty Live Group Series C
LLYVK
$9.57B
| $118K | ﹤0.01% |
1,216
+1,037
| +579% | +$93.7K |
|
1243
Tenet Healthcare
THC
$20.9B
| $118K | ﹤0.01% |
582
+241
| +71% | +$42.8K |
|
|
ILPT
1244
Industrial Logistics Properties Trust
ILPT
$593M
| $117K | ﹤0.01% |
20,112
| – | – |
|
1245
Solventum
SOLV
$14.6B
| $116K | ﹤0.01% |
1,596
+32
| +2% | +$2.35K |
|
1246
Bunge Global
BG
$21.5B
| $115K | ﹤0.01% |
1,421
-17
| -1% | -$1.36K |
|
1247
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
| $114K | ﹤0.01% |
5,090
| – | – |
|
1248
MGM Resorts International
MGM
$11B
| $114K | ﹤0.01% |
3,299
-194
| -6% | -$7.12K |
|
|
SNDK
1249
Sandisk
SNDK
$185B
| $114K | ﹤0.01% |
1,019
+275
| +37% | +$16.1K |
|
1250
BridgeBio Pharma
BBIO
$16.6B
| $110K | ﹤0.01% |
2,110
+1,772
| +524% | +$86.4K |
|
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.