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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 | |
|---|---|---|---|---|---|---|
1276
Alnylam Pharmaceuticals
ALNY
$29.3B
| $101K | ﹤0.01% |
222
+30
| +16% | +$12.2K |
|
1277
Healthpeak Properties
DOC
$14.3B
| $101K | ﹤0.01% |
5,210
+1,322
| +34% | +$23.7K |
|
1278
Old Republic International
ORI
$10.3B
| $101K | ﹤0.01% |
2,385
-96
| -4% | -$3.7K |
|
1279
Kirby Corp
KEX
$6.99B
| $100K | ﹤0.01% |
1,201
-147,818
| -99% | -$14.8M |
|
1280
DraftKings
DKNG
$12.5B
| $99K | ﹤0.01% |
2,662
+416
| +19% | +$18.4K |
|
1281
Forestar Group
FOR
$1.5B
| $99K | ﹤0.01% |
3,740
+3,509
| +1,519% | +$89.9K |
|
1282
iShares US Healthcare ETF
IYH
$3.76B
| $99K | ﹤0.01% |
1,685
| – | – |
|
1283
Regal Rexnord
RRX
$11.5B
| $99K | ﹤0.01% |
695
+396
| +132% | +$58.4K |
|
1284
Vishay Intertechnology
VSH
$5.08B
| $99K | ﹤0.01% |
6,483
+226
| +4% | +$3.58K |
|
1285
Carlyle Group
CG
$17.6B
| $98K | ﹤0.01% |
1,578
-803
| -34% | -$50.2K |
|
1286
Nordson
NDSN
$17.4B
| $98K | ﹤0.01% |
430
+46
| +12% | +$10.1K |
|
1287
Cirrus Logic
CRUS
$6.09B
| $97K | ﹤0.01% |
776
+68
| +10% | +$7.57K |
|
1288
Silicon Laboratories
SLAB
$7.2B
| $97K | ﹤0.01% |
734
+391
| +114% | +$53.2K |
|
1289
Hanover Insurance
THG
$7.83B
| $97K | ﹤0.01% |
533
+249
| +88% | +$42.7K |
|
1290
Molina Healthcare
MOH
$10.2B
| $96K | ﹤0.01% |
496
+158
| +47% | +$29.1K |
|
1291
First Citizens BancShares
FCNCA
$25.3B
| $95K | ﹤0.01% |
53
+14
| +36% | +$27.6K |
|
1292
TRI-Continental Corp
TY
$1.9B
| $95K | ﹤0.01% |
2,801
| – | – |
|
1293
IDEX
IEX
$17.5B
| $94K | ﹤0.01% |
577
+82
| +17% | +$13.8K |
|
1294
Ciena
CIEN
$54.9B
| $93K | ﹤0.01% |
640
+16
| +3% | +$1.63K |
|
1295
Flex
FLEX
$45.2B
| $92K | ﹤0.01% |
1,600
-645
| -29% | -$34.3K |
|
|
SLNO
1296
DELISTED
Soleno Therapeutics
SLNO
| $92K | ﹤0.01% |
1,362
+1,302
| +2,170% | +$96.5K |
|
1297
Vanguard FTSE Pacific ETF
VPL
$8.42B
| $92K | ﹤0.01% |
1,049
| – | – |
|
1298
Albany International
AIN
$1.77B
| $91K | ﹤0.01% |
1,720
-1,536
| -47% | -$97.5K |
|
1299
nCino
NCNO
$2.11B
| $91K | ﹤0.01% |
3,355
+3,150
| +1,537% | +$92K |
|
1300
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
| $91K | ﹤0.01% |
1,908
| – | – |
|
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.