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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 | |
|---|---|---|---|---|---|---|
1826
Acadia Pharmaceuticals
ACAD
$5.06B
| $13K | ﹤0.01% |
599
+244
| +69% | +$5.77K |
|
1827
Adient
ADNT
$1.44B
| $13K | ﹤0.01% |
532
-2
| -0.4% | -$47 |
|
1828
Allegro MicroSystems
ALGM
$7.91B
| $13K | ﹤0.01% |
432
| – | – |
|
1829
Aurora
AUR
$13.7B
| $13K | ﹤0.01% |
2,428
+1,388
| +133% | +$8.14K |
|
|
BFS
1830
Saul Centers
BFS
$839M
| $13K | ﹤0.01% |
397
+63
| +19% | +$2.08K |
|
1831
BILL Holdings
BILL
$4.91B
| $13K | ﹤0.01% |
251
+55
| +28% | +$2.55K |
|
1832
Bank of Hawaii
BOH
$3.1B
| $13K | ﹤0.01% |
188
+56
| +42% | +$3.73K |
|
1833
Crocs
CROX
$6.63B
| $13K | ﹤0.01% |
168
-43
| -20% | -$3.92K |
|
1834
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $13K | ﹤0.01% |
153
-1,646
| -91% | -$139K |
|
1835
EnerSys
ENS
$6.79B
| $13K | ﹤0.01% |
111
+45
| +68% | +$4.42K |
|
1836
Evertec
EVTC
$1.77B
| $13K | ﹤0.01% |
393
+263
| +202% | +$9.17K |
|
1837
The GEO Group
GEO
$4.04B
| $13K | ﹤0.01% |
656
-54
| -8% | -$1.23K |
|
1838
Global Net Lease
GNL
$1.95B
| $13K | ﹤0.01% |
1,572
+461
| +41% | +$3.52K |
|
1839
Hanmi Financial
HAFC
$939M
| $13K | ﹤0.01% |
497
+70
| +16% | +$1.72K |
|
1840
Warrior Met Coal
HCC
$5.04B
| $13K | ﹤0.01% |
196
+77
| +65% | +$4.4K |
|
1841
Harley-Davidson
HOG
$2.72B
| $13K | ﹤0.01% |
485
| – | – |
|
1842
Independence Realty Trust
IRT
$3.94B
| $13K | ﹤0.01% |
776
-189
| -20% | -$3.27K |
|
1843
Knowles
KN
$3.27B
| $13K | ﹤0.01% |
555
+145
| +35% | +$2.97K |
|
1844
Lindsay Corp
LNN
$1.17B
| $13K | ﹤0.01% |
88
+27
| +44% | +$3.76K |
|
1845
ManpowerGroup
MAN
$2.63B
| $13K | ﹤0.01% |
332
+201
| +153% | +$8.29K |
|
|
MCW
1846
DELISTED
Mister Car Wash
MCW
| $13K | ﹤0.01% |
2,436
-294
| -11% | -$1.73K |
|
1847
MDU Resources
MDU
$4.29B
| $13K | ﹤0.01% |
752
+361
| +92% | +$6.03K |
|
1848
National Healthcare
NHC
$3.46B
| $13K | ﹤0.01% |
107
+16
| +18% | +$1.73K |
|
1849
Progyny
PGNY
$2.18B
| $13K | ﹤0.01% |
589
+139
| +31% | +$3.16K |
|
1850
Park Hotels & Resorts
PK
$2.92B
| $13K | ﹤0.01% |
1,132
-1,950
| -63% | -$21.9K |
|
Similar funds
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.