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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
PSEC icon
1251
Prospect Capital
PSEC
$1.15B
$110K ﹤0.01%
40,000
– –
DOX icon
1252
Amdocs
DOX
$6.17B
$109K ﹤0.01%
1,332
+1,039
+355% +$90.1K
MRNA icon
1253
Moderna
MRNA
$23.9B
$109K ﹤0.01%
4,182
-3,767
-47% -$105K
SPTM icon
1254
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$109K ﹤0.01%
+1,348
New +$105K
MRX
1255
Marex Group Limited Ordinary Shares
MRX
$4.36B
$109K ﹤0.01%
3,260
+2,817
+636% +$102K
CCJ icon
1256
Cameco
CCJ
$42.8B
$108K ﹤0.01%
1,288
-167
-11% -$12.9K
FBT icon
1257
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
$108K ﹤0.01%
600
– –
LEN.B icon
1258
Lennar Class B
LEN.B
$20.6B
$108K ﹤0.01%
901
+125
+16% +$14.8K
MTH icon
1259
Meritage Homes
MTH
$4.78B
$108K ﹤0.01%
1,489
+1,170
+367% +$86.9K
ABG icon
1260
Asbury Automotive
ABG
$3.79B
$107K ﹤0.01%
442
+364
+467% +$88.5K
IGIB icon
1261
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$107K ﹤0.01%
+1,986
New +$106K
FDS icon
1262
Factset
FDS
$10.1B
$106K ﹤0.01%
369
-1,073
-74% -$410K
PXH icon
1263
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
$106K ﹤0.01%
4,160
– –
ALB icon
1264
Albemarle
ALB
$15.3B
$105K ﹤0.01%
1,293
+349
+37% +$26.9K
BTI icon
1265
British American Tobacco
BTI
$123B
$105K ﹤0.01%
1,993
+870
+77% +$47.2K
SMH icon
1266
VanEck Semiconductor ETF
SMH
$70.4B
$105K ﹤0.01%
322
-67
-17% -$19.8K
SEI
1267
Solaris Energy Infrastructure
SEI
$3.84B
$105K ﹤0.01%
2,635
+2,463
+1,432% +$77K
BBVA icon
1268
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$104K ﹤0.01%
5,409
+1,508
+39% +$26.4K
NWS icon
1269
News Corp Class B
NWS
$17.7B
$104K ﹤0.01%
3,027
+406
+15% +$13.7K
PZZA icon
1270
Papa John's
PZZA
$795M
$104K ﹤0.01%
2,171
+65
+3% +$3.01K
ARCB icon
1271
ArcBest
ARCB
$3.04B
$103K ﹤0.01%
1,469
+946
+181% +$71.1K
EZU icon
1272
iShare MSCI Eurozone ETF
EZU
$9.91B
$103K ﹤0.01%
1,668
+97
+6% +$5.82K
FXH icon
1273
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$103K ﹤0.01%
935
– –
DOCS icon
1274
Doximity
DOCS
$4.68B
$102K ﹤0.01%
1,397
+4
+0.3% +$261
FOX icon
1275
Fox Class B
FOX
$23.2B
$102K ﹤0.01%
1,796
+45
+3% +$2.38K
49 50
51
52 53

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.