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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 | |
|---|---|---|---|---|---|---|
|
FYBR
1451
DELISTED
Frontier Communications
FYBR
| $46K | ﹤0.01% |
1,251
+249
| +25% | +$9.2K |
|
1452
GameStop
GME
$8.42B
| $46K | ﹤0.01% |
1,674
+471
| +39% | +$11.2K |
|
1453
Range Resources
RRC
$9.49B
| $46K | ﹤0.01% |
1,248
+238
| +24% | +$8.5K |
|
1454
Sumitomo Mitsui Financial
SMFG
$160B
| $46K | ﹤0.01% |
2,769
+932
| +51% | +$14.9K |
|
1455
TD Synnex
SNX
$20.4B
| $46K | ﹤0.01% |
281
+12
| +4% | +$1.77K |
|
|
EXE
1456
Expand Energy Corp
EXE
$22.8B
| $46K | ﹤0.01% |
427
-554
| -56% | -$55.6K |
|
1457
Digi International
DGII
$3.15B
| $45K | ﹤0.01% |
1,227
+1,174
| +2,215% | +$40.4K |
|
1458
Viridian Therapeutics
VRDN
$2.62B
| $45K | ﹤0.01% |
2,085
+1,886
| +948% | +$34K |
|
1459
Essential Utilities
WTRG
$11.3B
| $45K | ﹤0.01% |
1,114
+338
| +44% | +$12.9K |
|
1460
Agilysys
AGYS
$3.01B
| $44K | ﹤0.01% |
412
+272
| +194% | +$30.1K |
|
1461
AnaptysBio
ANAB
$1.69B
| $44K | ﹤0.01% |
1,428
+1,292
| +950% | +$29.7K |
|
1462
Armstrong World Industries
AWI
$7.88B
| $44K | ﹤0.01% |
221
+91
| +70% | +$16.9K |
|
1463
Glacier Bancorp
GBCI
$6.39B
| $44K | ﹤0.01% |
896
+69
| +8% | +$3.23K |
|
1464
Lloyds Banking Group
LYG
$88.8B
| $44K | ﹤0.01% |
9,654
+5,372
| +125% | +$23.5K |
|
1465
Mattel
MAT
$4.28B
| $44K | ﹤0.01% |
2,569
-223
| -8% | -$4.07K |
|
1466
Strategy Inc
MSTR
$37.7B
| $44K | ﹤0.01% |
137
+107
| +357% | +$39.7K |
|
|
AMTM
1467
Amentum Holdings
AMTM
$5.54B
| $44K | ﹤0.01% |
1,821
+341
| +23% | +$8.3K |
|
1468
AGCO
AGCO
$7.09B
| $43K | ﹤0.01% |
395
+70
| +22% | +$7.73K |
|
1469
DT Midstream
DTM
$13.7B
| $43K | ﹤0.01% |
382
-85
| -18% | -$8.88K |
|
1470
Dycom Industries
DY
$12.1B
| $43K | ﹤0.01% |
150
+49
| +49% | +$12.9K |
|
|
OPLN
1471
Openlane
OPLN
$4.53B
| $43K | ﹤0.01% |
1,475
+467
| +46% | +$12.7K |
|
1472
LKQ Corp
LKQ
$6.26B
| $43K | ﹤0.01% |
1,402
-698
| -33% | -$22.9K |
|
1473
Lumen
LUMN
$6.57B
| $43K | ﹤0.01% |
7,209
+968
| +16% | +$4.65K |
|
1474
MP Materials
MP
$9.79B
| $43K | ﹤0.01% |
642
+277
| +76% | +$17.4K |
|
1475
National Grid
NGG
$80.7B
| $43K | ﹤0.01% |
596
+333
| +127% | +$23.4K |
|
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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.