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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
+3.91%
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
$65.1B
AUM Growth
-$256M
(-0.39%)
Cap. Flow
-$1.5B
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
2,783
New
228
Increased
1,171
Reduced
762
Closed
188
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$318M |
| 2 |
Caterpillar
CAT
|
+$215M |
| 3 |
Eli Lilly
LLY
|
+$199M |
| 4 |
Lowe's Companies
LOW
|
+$197M |
| 5 |
Prologis
PLD
|
+$196M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$557M |
| 2 |
Carnival Corporation Ltd
CCL
|
+$504M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$421M |
| 4 |
Motorola Solutions
MSI
|
+$367M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$273M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.52% |
| 2 | Financials | 13.77% |
| 3 | Communication Services | 10.53% |
| 4 | Healthcare | 10.43% |
| 5 | Industrials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Houlihan Lokey
HLI
$8.66B
| $208K | ﹤0.01% |
1,189
-481
| -29% | -$88.3K |
|
1352
Capital Group Dividend Value ETF
CGDV
$38.9B
| $207K | ﹤0.01% |
4,734
| – | – |
|
1353
Zimmer Biomet
ZBH
$18.4B
| $204K | ﹤0.01% |
2,260
-130
| -5% | -$12.3K |
|
1354
Acushnet Holdings
GOLF
$5.29B
| $199K | ﹤0.01% |
2,499
+123
| +5% | +$9.98K |
|
1355
Lamb Weston
LW
$7.14B
| $198K | ﹤0.01% |
4,730
-868
| -16% | -$51.1K |
|
1356
Telkom Indonesia
TLK
$14.7B
| $198K | ﹤0.01% |
9,418
+167
| +2% | +$3.41K |
|
1357
VSE Corp
VSEC
$6.21B
| $192K | ﹤0.01% |
1,111
+19
| +2% | +$3.25K |
|
1358
Atmus Filtration Technologies
ATMU
$4.09B
| $191K | ﹤0.01% |
3,688
| – | – |
|
1359
Cytokinetics
CYTK
$10.4B
| $191K | ﹤0.01% |
3,007
+427
| +17% | +$26.6K |
|
|
UMH
1360
UMH Properties
UMH
$1.32B
| $187K | ﹤0.01% |
11,737
-3,900
| -25% | -$58.6K |
|
1361
Wynn Resorts
WYNN
$10.5B
| $185K | ﹤0.01% |
1,539
+315
| +26% | +$39K |
|
|
KRMN
1362
Karman Holdings
KRMN
$8.14B
| $184K | ﹤0.01% |
2,515
+55
| +2% | +$3.98K |
|
1363
Jacobs Solutions
J
$17.1B
| $183K | ﹤0.01% |
1,376
-222
| -14% | -$32.6K |
|
1364
Erie Indemnity
ERIE
$13B
| $182K | ﹤0.01% |
636
-74
| -10% | -$22.1K |
|
|
STXF
1365
Strive 500 ETF
STXF
$1.16B
| $182K | ﹤0.01% |
4,118
| – | – |
|
1366
Invesco S&P MidCap Momentum ETF
XMMO
$7.55B
| $182K | ﹤0.01% |
1,312
| – | – |
|
1367
Procore
PCOR
$8.81B
| $181K | ﹤0.01% |
2,480
| – | – |
|
1368
Ryder
R
$10B
| $181K | ﹤0.01% |
942
-1,374
| -59% | -$247K |
|
1369
Riot Platforms
RIOT
$7.43B
| $179K | ﹤0.01% |
14,174
+2,240
| +19% | +$38.3K |
|
1370
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| $178K | ﹤0.01% |
641
| – | – |
|
1371
Zions Bancorporation
ZION
$10.3B
| $176K | ﹤0.01% |
3,002
-3,856
| -56% | -$210K |
|
1372
Peabody Energy
BTU
$2.96B
| $174K | ﹤0.01% |
5,892
+195
| +3% | +$5.73K |
|
1373
Cemex
CX
$16.4B
| $174K | ﹤0.01% |
15,160
| – | – |
|
1374
Ciena
CIEN
$56.7B
| $173K | ﹤0.01% |
737
+97
| +15% | +$18.8K |
|
|
GAM
1375
General American Investors Company
GAM
$1.61B
| $173K | ﹤0.01% |
2,944
-466
| -14% | -$28.3K |
|
Similar funds
Bessemer Group's Q4 2025 Portfolio in Review
As of Q4 2025, Bessemer Group held 2,783 positions worth $65.1B, down 0.39% from $65.4B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Bessemer Group's Q4 2025 filing shows 228 new, 1,171 increased, 762 reduced and 188 closed positions. Its largest new stake was Qnity Electronics Inc: 53,605 shares worth $4.38M. The largest sale was Microsoft, an estimated $557M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.
- Bessemer Group's largest Q4 2025 buy was Qnity Electronics Inc: 53,605 shares worth $4.38M.
- Bessemer Group added most to Capital One in Q4 2025, an estimated $318M increase.
- Bessemer Group's biggest Q4 2025 reduction was Microsoft, cutting an estimated $557M.
- Bessemer Group fully exited Telus in Q4 2025, selling an estimated $60.8M.
- Bessemer Group's ten largest holdings make up 36% of its $65.1B portfolio in Q4 2025.
- Bessemer Group opened 228 new positions and closed 188 in Q4 2025.
- Bessemer Group's portfolio value fell 0.39% quarter-over-quarter to $65.1B.
Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.