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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
+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
Cap. Flow
-$5.17M
Cap. Flow %
-0.01%
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$333M
2
C icon
Citigroup
C
+$271M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$234M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$187M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$357M
2
ORCL icon
Oracle
ORCL
+$258M
3
CTVA icon
Corteva
CTVA
+$256M
4
CPAY icon
Corpay
CPAY
+$176M
5
XLU icon
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
MRBK icon
1526
Meridian
MRBK
$235M
$34K ﹤0.01%
2,126
– –
OLN icon
1527
Olin
OLN
$2.19B
$34K ﹤0.01%
1,341
+1,176
+713% +$26.1K
SANM icon
1528
Sanmina
SANM
$10.8B
$34K ﹤0.01%
294
-265
-47% -$29.8K
TPL icon
1529
Texas Pacific Land
TPL
$24.6B
$34K ﹤0.01%
108
-12
-10% -$3.78K
CNX icon
1530
CNX Resources
CNX
$5.35B
$33K ﹤0.01%
1,003
+50
+5% +$1.53K
LRN icon
1531
Stride
LRN
$3.35B
$33K ﹤0.01%
220
+53
+32% +$7.77K
MARA icon
1532
Marathon Digital Holdings
MARA
$3.77B
$33K ﹤0.01%
1,819
+659
+57% +$11.1K
NMRK icon
1533
Newmark Group
NMRK
$2.61B
$33K ﹤0.01%
1,759
+45
+3% +$730
RUN icon
1534
Sunrun
RUN
$2.42B
$33K ﹤0.01%
1,867
+319
+21% +$4.27K
SPDW icon
1535
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$33K ﹤0.01%
780
-1,139
-59% -$47.2K
TGTX icon
1536
TG Therapeutics
TGTX
$7.63B
$33K ﹤0.01%
901
+486
+117% +$16K
EIPI
1537
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$33K ﹤0.01%
1,688
– –
AA icon
1538
Alcoa
AA
$14.1B
$32K ﹤0.01%
988
+171
+21% +$5.32K
ACIW icon
1539
ACI Worldwide
ACIW
$5.29B
$32K ﹤0.01%
626
+214
+52% +$10.1K
ARKQ icon
1540
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
$32K ﹤0.01%
292
+280
+2,333% +$27.6K
CLSK icon
1541
CleanSpark
CLSK
$2.98B
$32K ﹤0.01%
2,134
+541
+34% +$6.1K
DXC icon
1542
DXC Technology
DXC
$1.71B
$32K ﹤0.01%
2,299
+652
+40% +$9.26K
GVA icon
1543
Granite Construction
GVA
$5.46B
$32K ﹤0.01%
295
+62
+27% +$6.37K
LAD icon
1544
Lithia Motors
LAD
$8.4B
$32K ﹤0.01%
102
+14
+16% +$4.52K
MSGS icon
1545
Madison Square Garden
MSGS
$9.48B
$32K ﹤0.01%
140
-105
-43% -$21.5K
NMIH icon
1546
NMI Holdings
NMIH
$3.37B
$32K ﹤0.01%
845
+204
+32% +$7.98K
SLVM icon
1547
Sylvamo
SLVM
$1.6B
$32K ﹤0.01%
742
+126
+20% +$5.84K
TMHC
1548
DELISTED
Taylor Morrison
TMHC
$32K ﹤0.01%
465
+66
+17% +$4.34K
WDFC icon
1549
WD-40
WDFC
$3.14B
$32K ﹤0.01%
163
+126
+341% +$27.3K
BKH icon
1550
Black Hills Corp
BKH
$5.59B
$31K ﹤0.01%
498
-232,450
-100% -$13.7M
60 61
62
63 64

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
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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.