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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
ALGN icon
1776
Align Technology
ALGN
$12.3B
$28K ﹤0.01%
180
-138
-43% -$19.8K
BYD icon
1777
Boyd Gaming
BYD
$6.06B
$28K ﹤0.01%
323
– –
FBRT
1778
Franklin BSP Realty Trust
FBRT
$657M
$28K ﹤0.01%
2,787
+2,399
+618% +$25K
G icon
1779
Genpact
G
$5.76B
$28K ﹤0.01%
609
+423
+227% +$18.3K
IPAR icon
1780
Interparfums
IPAR
$3.94B
$28K ﹤0.01%
329
-1,223
-79% -$108K
QSR icon
1781
Restaurant Brands International
QSR
$25.8B
$28K ﹤0.01%
411
+154
+60% +$10.6K
SUPN icon
1782
Supernus Pharmaceuticals
SUPN
$2.77B
$28K ﹤0.01%
574
+331
+136% +$16.1K
ALCO icon
1783
Alico
ALCO
$283M
$27K ﹤0.01%
+738
New +$25.7K
CNO icon
1784
CNO Financial Group
CNO
$5.1B
$27K ﹤0.01%
646
– –
ICLR icon
1785
Icon
ICLR
$12.7B
$27K ﹤0.01%
145
-141
-49% -$25.1K
OLN icon
1786
Olin
OLN
$2.12B
$27K ﹤0.01%
1,286
-55
-4% -$1.19K
SBCF icon
1787
Seacoast Banking Corp of Florida
SBCF
$3.35B
$27K ﹤0.01%
853
+176
+26% +$5.49K
TMHC
1788
DELISTED
Taylor Morrison
TMHC
$27K ﹤0.01%
453
-12
-3% -$734
AAP icon
1789
Advance Auto Parts
AAP
$3.49B
$26K ﹤0.01%
682
+260
+62% +$13K
BDC icon
1790
Belden
BDC
$5.19B
$26K ﹤0.01%
232
+15
+7% +$1.75K
EPRT icon
1791
Essential Properties Realty Trust
EPRT
$6.62B
$26K ﹤0.01%
883
+31
+4% +$945
IHG icon
1792
InterContinental Hotels
IHG
$23.2B
$26K ﹤0.01%
184
+88
+92% +$11.4K
LLYVA icon
1793
Liberty Live Group Series A
LLYVA
$9.09B
$26K ﹤0.01%
313
-1,273
-80% -$106K
OGS icon
1794
ONE Gas
OGS
$5.04B
$26K ﹤0.01%
341
+48
+16% +$3.86K
REET icon
1795
iShares Global REIT ETF
REET
$5.11B
$26K ﹤0.01%
+1,054
New +$26.6K
RELX icon
1796
RELX
RELX
$62B
$26K ﹤0.01%
633
-235
-27% -$10K
WDS icon
1797
Woodside Energy
WDS
$42.6B
$26K ﹤0.01%
1,743
+159
+10% +$2.53K
BFS
1798
Saul Centers
BFS
$841M
$25K ﹤0.01%
772
+375
+94% +$11.5K
CLSK icon
1799
CleanSpark
CLSK
$3.16B
$25K ﹤0.01%
2,513
+379
+18% +$5.68K
EVUS icon
1800
iShares ESG Aware MSCI USA Value ETF
EVUS
$378M
$25K ﹤0.01%
+784
New +$24.8K
70 71
72
73 74

Similar funds

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Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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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 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.