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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 | |
|---|---|---|---|---|---|---|
1301
Nektar Therapeutics
NKTR
$2.53B
| $90K | ﹤0.01% |
1,565
+1,480
| +1,741% | +$49K |
|
1302
United Microelectronic
UMC
$47.7B
| $90K | ﹤0.01% |
11,934
-581
| -5% | -$4.12K |
|
1303
Argan
AGX
$8.17B
| $89K | ﹤0.01% |
330
+320
| +3,200% | +$73.3K |
|
1304
Voya Financial
VOYA
$8.97B
| $88K | ﹤0.01% |
1,178
-112
| -9% | -$8.26K |
|
1305
Genius Sports
GENI
$2.12B
| $87K | ﹤0.01% |
7,010
+6,455
| +1,163% | +$77.2K |
|
1306
iShares China Large-Cap ETF
FXI
$4.26B
| $86K | ﹤0.01% |
2,104
+501
| +31% | +$19.4K |
|
1307
Scholar Rock
SRRK
$6.4B
| $86K | ﹤0.01% |
2,322
+2,105
| +970% | +$73.6K |
|
1308
ACV Auctions
ACVA
$1.35B
| $85K | ﹤0.01% |
8,508
-1,403
| -14% | -$18K |
|
1309
HSBC
HSBC
$355B
| $85K | ﹤0.01% |
1,204
+798
| +197% | +$51.9K |
|
|
CURB
1310
Curbline Properties
CURB
$3.43B
| $85K | ﹤0.01% |
3,790
+284
| +8% | +$6.4K |
|
|
EOS
1311
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
| $84K | ﹤0.01% |
+3,500
| New | +$84.3K |
|
1312
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
| $84K | ﹤0.01% |
830
-250
| -23% | -$25.1K |
|
1313
Blue Owl Capital
OWL
$19.1B
| $84K | ﹤0.01% |
4,967
+838
| +20% | +$15.9K |
|
1314
Kontoor Brands
KTB
$4.17B
| $83K | ﹤0.01% |
1,048
+108
| +11% | +$7.73K |
|
1315
MGIC Investment
MTG
$6.28B
| $83K | ﹤0.01% |
2,949
+54
| +2% | +$1.47K |
|
1316
Toro Company
TTC
$9.45B
| $82K | ﹤0.01% |
1,074
-26
| -2% | -$1.99K |
|
1317
iShares MSCI Canada ETF
EWC
$6.49B
| $81K | ﹤0.01% |
1,600
| – | – |
|
1318
VanEck Agribusiness ETF
MOO
$978M
| $81K | ﹤0.01% |
1,108
| – | – |
|
1319
NCR Atleos
NATL
$3.45B
| $81K | ﹤0.01% |
2,055
+172
| +9% | +$5.99K |
|
1320
Oshkosh
OSK
$9.64B
| $81K | ﹤0.01% |
625
-194
| -24% | -$25.7K |
|
1321
Exponent
EXPO
$3.27B
| $80K | ﹤0.01% |
1,153
+324
| +39% | +$23.2K |
|
1322
Toyota
TM
$225B
| $80K | ﹤0.01% |
417
+177
| +74% | +$33.4K |
|
1323
Alaska Air
ALK
$5.42B
| $79K | ﹤0.01% |
1,588
+405
| +34% | +$22.5K |
|
|
SF
1324
Stifel
SF
$12.9B
| $79K | ﹤0.01% |
1,046
+177
| +20% | +$13.3K |
|
|
RAL
1325
Ralliant Corp
RAL
$7.98B
| $79K | ﹤0.01% |
1,804
-402
| -18% | -$17.9K |
|
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.