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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 | |
|---|---|---|---|---|---|---|
1426
MaxLinear
MXL
$6.27B
| $51K | ﹤0.01% |
3,175
+2,863
| +918% | +$45K |
|
1427
Icon
ICLR
$12.9B
| $50K | ﹤0.01% |
286
-99
| -26% | -$16.6K |
|
1428
Lamar Advertising Co
LAMR
$15.7B
| $50K | ﹤0.01% |
410
-43
| -9% | -$5.34K |
|
1429
Lazard
LAZ
$4.29B
| $50K | ﹤0.01% |
+947
| New | +$51.1K |
|
1430
The Mosaic Company
MOS
$7.42B
| $50K | ﹤0.01% |
1,446
+749
| +107% | +$25.8K |
|
1431
OGE Energy
OGE
$9.59B
| $50K | ﹤0.01% |
1,088
-117
| -10% | -$5.24K |
|
1432
UMB Financial
UMBF
$11.3B
| $50K | ﹤0.01% |
420
+177
| +73% | +$20.4K |
|
1433
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
| $50K | ﹤0.01% |
475
| – | – |
|
1434
Zurn Elkay Water Solutions
ZWS
$8.59B
| $50K | ﹤0.01% |
1,070
+444
| +71% | +$19.2K |
|
1435
Ally Financial
ALLY
$13.4B
| $49K | ﹤0.01% |
1,234
+310
| +34% | +$12.4K |
|
|
DFAI
1436
Dimensional International Core Equity Market ETF
DFAI
$17.9B
| $49K | ﹤0.01% |
1,339
| – | – |
|
1437
Annaly Capital Management
NLY
$17.4B
| $49K | ﹤0.01% |
2,408
+1,148
| +91% | +$23.8K |
|
1438
Paymentus
PAY
$5.1B
| $49K | ﹤0.01% |
1,593
+69
| +5% | +$2.28K |
|
|
BTC
1439
Grayscale Bitcoin Mini Trust ETF
BTC
$3.35B
| $49K | ﹤0.01% |
967
+128
| +15% | +$6.49K |
|
|
TXNM
1440
TXNM Energy Inc
TXNM
$5.91B
| $49K | ﹤0.01% |
877
+370
| +73% | +$21K |
|
|
CVSA
1441
Covista Inc
CVSA
$4.32B
| $48K | ﹤0.01% |
310
+97
| +46% | +$12.4K |
|
1442
Coherent
COHR
$64.8B
| $48K | ﹤0.01% |
445
+14
| +3% | +$1.4K |
|
1443
Organon & Co
OGN
$3.58B
| $48K | ﹤0.01% |
4,608
+395
| +9% | +$3.88K |
|
1444
Oceaneering
OII
$5.07B
| $48K | ﹤0.01% |
1,952
+629
| +48% | +$14.4K |
|
1445
Antero Resources
AR
$11.6B
| $47K | ﹤0.01% |
1,390
+248
| +22% | +$8.27K |
|
1446
argenx
ARGX
$54B
| $47K | ﹤0.01% |
64
+47
| +276% | +$31K |
|
1447
Baxter International
BAX
$14.4B
| $47K | ﹤0.01% |
2,060
-102
| -5% | -$2.59K |
|
1448
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
| $47K | ﹤0.01% |
+1,030
| New | +$46.2K |
|
1449
Ambev
ABEV
$43.9B
| $46K | ﹤0.01% |
20,718
-34,062
| -62% | -$77.9K |
|
1450
DoubleVerify
DV
$2.03B
| $46K | ﹤0.01% |
3,793
+52
| +1% | +$771 |
|
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.