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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 | |
|---|---|---|---|---|---|---|
1426
Rivian
RIVN
$23.1B
| $140K | ﹤0.01% |
7,101
+6,134
| +634% | +$97.4K |
|
1427
Donaldson
DCI
$11.2B
| $139K | ﹤0.01% |
1,568
-413
| -21% | -$35.9K |
|
1428
Energy Recovery
ERII
$413M
| $139K | ﹤0.01% |
10,313
+10,231
| +12,477% | +$155K |
|
1429
Flex
FLEX
$44.7B
| $136K | ﹤0.01% |
2,240
+640
| +40% | +$39.5K |
|
1430
Solventum
SOLV
$14.4B
| $136K | ﹤0.01% |
1,717
+121
| +8% | +$9.27K |
|
1431
Amcor
AMCR
$21.7B
| $135K | ﹤0.01% |
3,257
+1,664
| +104% | +$68.6K |
|
1432
British American Tobacco
BTI
$123B
| $135K | ﹤0.01% |
2,380
+387
| +19% | +$21.1K |
|
1433
Smith & Nephew
SNN
$12.5B
| $134K | ﹤0.01% |
4,058
+116
| +3% | +$3.97K |
|
1434
Fox Class B
FOX
$23.7B
| $132K | ﹤0.01% |
2,028
+232
| +13% | +$13.5K |
|
1435
Capital Group Growth ETF
CGGR
$25B
| $131K | ﹤0.01% |
2,935
-2,000
| -41% | -$88.3K |
|
1436
HubSpot
HUBS
$10.8B
| $131K | ﹤0.01% |
326
-9
| -3% | -$3.73K |
|
1437
SL Green Realty
SLG
$3.89B
| $131K | ﹤0.01% |
2,864
-279
| -9% | -$13.8K |
|
1438
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
| $131K | ﹤0.01% |
1,764
| – | – |
|
1439
Rocket Companies
RKT
$38.5B
| $130K | ﹤0.01% |
6,691
+6,391
| +2,130% | +$114K |
|
1440
Sportradar
SRAD
$3.9B
| $130K | ﹤0.01% |
5,451
+76
| +1% | +$1.83K |
|
1441
Dynatrace
DT
$14.6B
| $129K | ﹤0.01% |
2,996
+491
| +20% | +$22.9K |
|
|
BLD
1442
DELISTED
TopBuild
BLD
| $127K | ﹤0.01% |
304
+171
| +129% | +$73.3K |
|
1443
Camden Property Trust
CPT
$11B
| $125K | ﹤0.01% |
1,135
-1,088
| -49% | -$113K |
|
|
MRX
1444
Marex Group Limited Ordinary Shares
MRX
$4.38B
| $125K | ﹤0.01% |
3,260
| – | – |
|
1445
Alerian MLP ETF
AMLP
$13.2B
| $124K | ﹤0.01% |
2,627
| – | – |
|
1446
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
| $124K | ﹤0.01% |
600
| – | – |
|
1447
Knife River
KNF
$3.77B
| $122K | ﹤0.01% |
1,733
+42
| +2% | +$2.95K |
|
1448
PVH
PVH
$4B
| $122K | ﹤0.01% |
1,818
-165
| -8% | -$12.9K |
|
1449
SK Telecom
SKM
$12.9B
| $122K | ﹤0.01% |
5,921
| – | – |
|
1450
HEICO Corp
HEI
$50.9B
| $121K | ﹤0.01% |
378
-1,261
| -77% | -$398K |
|
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.