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Bessemer Group

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
Cap. Flow
-$1.5B
Cap. Flow %
-2.3%
Top 10 Hldgs %
35.87%
Holding
2,783
New
228
Increased
1,171
Reduced
762
Closed
188

Top Buys

Rank Stock Value
1
COF icon
Capital One
COF
+$318M
2
CAT icon
Caterpillar
CAT
+$215M
3
LLY icon
Eli Lilly
LLY
+$199M
4
LOW icon
Lowe's Companies
LOW
+$197M
5
PLD icon
Prologis
PLD
+$196M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$557M
2
CCL icon
Carnival Corporation Ltd
CCL
+$504M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421M
4
MSI icon
Motorola Solutions
MSI
+$367M
5
KWEB icon
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
PSEC icon
1476
Prospect Capital
PSEC
$1.14B
$104K ﹤0.01%
40,000
– –
AGX icon
1477
Argan
AGX
$8.32B
$103K ﹤0.01%
330
– –
IEX icon
1478
IDEX
IEX
$17.3B
$103K ﹤0.01%
580
+3
+0.5% +$513
NWG icon
1479
NatWest
NWG
$76.3B
$102K ﹤0.01%
5,799
+3,731
+180% +$59.1K
SRRK icon
1480
Scholar Rock
SRRK
$6.23B
$102K ﹤0.01%
2,322
– –
DUOL icon
1481
Duolingo
DUOL
$6.29B
$101K ﹤0.01%
574
-33
-5% -$7.78K
HIMS icon
1482
Hims & Hers Health
HIMS
$7.41B
$99K ﹤0.01%
3,021
+2,487
+466% +$107K
UMC icon
1483
United Microelectronic
UMC
$47.8B
$99K ﹤0.01%
12,558
+624
+5% +$4.73K
CG icon
1484
Carlyle Group
CG
$17.2B
$98K ﹤0.01%
1,665
+87
+6% +$4.94K
CRUS icon
1485
Cirrus Logic
CRUS
$6.14B
$98K ﹤0.01%
823
+47
+6% +$5.79K
DOX icon
1486
Amdocs
DOX
$6.15B
$98K ﹤0.01%
1,210
-122
-9% -$9.81K
EQX icon
1487
Equinox Gold
EQX
$13.6B
$98K ﹤0.01%
+7,000
New +$88.3K
RPM icon
1488
RPM International
RPM
$14.7B
$98K ﹤0.01%
940
-174
-16% -$18.8K
FTMH
1489
Franklin Municipal High Yield ETF
FTMH
$567M
$97K ﹤0.01%
+8,411
New +$97.7K
SLAB icon
1490
Silicon Laboratories
SLAB
$7.2B
$96K ﹤0.01%
734
– –
FPI
1491
Farmland Partners
FPI
$419M
$95K ﹤0.01%
+9,826
New +$98.5K
LAMR icon
1492
Lamar Advertising Co
LAMR
$16.1B
$95K ﹤0.01%
744
+334
+81% +$41.8K
BHC icon
1493
Bausch Health
BHC
$2.42B
$94K ﹤0.01%
+13,500
New +$88.8K
CWST icon
1494
Casella Waste Systems
CWST
$5.71B
$94K ﹤0.01%
958
-898
-48% -$83.4K
CYBR
1495
DELISTED
CyberArk
CYBR
$93K ﹤0.01%
211
-831
-80% -$400K
FOR icon
1496
Forestar Group
FOR
$1.47B
$93K ﹤0.01%
3,756
+16
+0.4% +$408
ANF icon
1497
Abercrombie & Fitch
ANF
$5.24B
$92K ﹤0.01%
735
+69
+10% +$6.03K
VNO icon
1498
Vornado Realty Trust
VNO
$7.23B
$92K ﹤0.01%
2,738
+1,032
+60% +$37.7K
VRT icon
1499
Vertiv
VRT
$105B
$92K ﹤0.01%
568
+328
+137% +$56.9K
LFST icon
1500
Lifestance Health
LFST
$4.64B
$91K ﹤0.01%
12,873
+12,265
+2,017% +$74K
58 59
60
61 62

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.