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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 | |
|---|---|---|---|---|---|---|
1526
Carpenter Technology
CRS
$28.4B
| $76K | ﹤0.01% |
241
| – | – |
|
1527
Deutsche Bank
DB
$71.5B
| $76K | ﹤0.01% |
1,991
+5
| +0.3% | +$180 |
|
1528
Doximity
DOCS
$4.88B
| $76K | ﹤0.01% |
1,709
+312
| +22% | +$17.5K |
|
1529
Liberty Media Series A
FWONA
$23.6B
| $75K | ﹤0.01% |
841
+162
| +24% | +$14.5K |
|
1530
Sumitomo Mitsui Financial
SMFG
$164B
| $75K | ﹤0.01% |
3,859
+1,090
| +39% | +$18.9K |
|
1531
Kymera Therapeutics
KYMR
$8.94B
| $74K | ﹤0.01% |
950
+10
| +1% | +$675 |
|
1532
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
| $73K | ﹤0.01% |
+1,265
| New | +$72.8K |
|
1533
Yum China
YUMC
$16.3B
| $73K | ﹤0.01% |
1,529
-1,564
| -51% | -$71.6K |
|
1534
Aramark
ARMK
$14.7B
| $72K | ﹤0.01% |
1,938
-79
| -4% | -$3.01K |
|
1535
Enel Chile
ENIC
$6.28B
| $72K | ﹤0.01% |
17,840
-56
| -0.3% | -$216 |
|
1536
Evercore
EVR
$11.8B
| $72K | ﹤0.01% |
214
-1
| -0.5% | -$321 |
|
1537
Mizuho Financial
MFG
$130B
| $72K | ﹤0.01% |
9,811
+1,910
| +24% | +$13.1K |
|
1538
Paymentus
PAY
$4.86B
| $72K | ﹤0.01% |
2,293
+700
| +44% | +$22.8K |
|
|
AYA
1539
Aya Gold & Silver Inc
AYA
$3.9B
| $72K | ﹤0.01% |
+5,000
| New | +$72K |
|
1540
AnaptysBio
ANAB
$1.68B
| $71K | ﹤0.01% |
1,461
+33
| +2% | +$1.29K |
|
1541
Barrett Business Services
BBSI
$804M
| $71K | ﹤0.01% |
1,949
-416,835
| -100% | -$16M |
|
1542
Nuveen Municipal Credit Income Fund
NZF
$2.45B
| $71K | ﹤0.01% |
+5,643
| New | +$71K |
|
1543
Oshkosh
OSK
$9.59B
| $71K | ﹤0.01% |
562
-63
| -10% | -$8.1K |
|
1544
Varonis Systems
VRNS
$5B
| $71K | ﹤0.01% |
2,154
-1,115
| -34% | -$46.8K |
|
1545
Alaska Air
ALK
$5.58B
| $70K | ﹤0.01% |
1,389
-199
| -13% | -$9.2K |
|
1546
Cabot Corp
CBT
$4.52B
| $70K | ﹤0.01% |
1,054
-4,029
| -79% | -$268K |
|
1547
Equinor
EQNR
$92.4B
| $70K | ﹤0.01% |
2,958
+405
| +16% | +$9.55K |
|
1548
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $70K | ﹤0.01% |
1,548
| – | – |
|
|
GTLS
1549
DELISTED
Chart Industries
GTLS
| $70K | ﹤0.01% |
338
+5
| +2% | +$1.01K |
|
1550
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $70K | ﹤0.01% |
1,400
| – | – |
|
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.