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Bessemer Group Portfolio holdings
AUM
$72.7B
1-Year Est. Return
39.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.1%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
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 | 9.59% |
| 4 | Healthcare | 9.35% |
| 5 | Consumer Discretionary | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Hecla Mining
HL
$12.2B
| $12K | ﹤0.01% |
+993
| New | +$7.98K |
|
1877
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
| $12K | ﹤0.01% |
100
-18
| -15% | -$1.99K |
|
1878
InterContinental Hotels
IHG
$22.3B
| $12K | ﹤0.01% |
96
-4
| -4% | -$479 |
|
1879
Innoviva
INVA
$1.5B
| $12K | ﹤0.01% |
659
+18
| +3% | +$351 |
|
1880
Invesco KBW Bank ETF
KBWB
$6.54B
| $12K | ﹤0.01% |
+158
| New | +$11.9K |
|
1881
Laureate Education
LAUR
$5.15B
| $12K | ﹤0.01% |
365
| – | – |
|
1882
PennyMac Financial
PFSI
$3.4B
| $12K | ﹤0.01% |
95
+55
| +138% | +$5.95K |
|
1883
Rigetti Computing
RGTI
$5.56B
| $12K | ﹤0.01% |
401
+306
| +322% | +$5.36K |
|
1884
Renasant Corp
RNST
$3.69B
| $12K | ﹤0.01% |
323
+142
| +78% | +$5.37K |
|
1885
RXO
RXO
$3.26B
| $12K | ﹤0.01% |
765
+425
| +125% | +$6.85K |
|
1886
Champion Homes
SKY
$4.76B
| $12K | ﹤0.01% |
156
-254,706
| -100% | -$18M |
|
1887
StepStone Group
STEP
$3.65B
| $12K | ﹤0.01% |
179
+103
| +136% | +$6.29K |
|
1888
Supernus Pharmaceuticals
SUPN
$2.48B
| $12K | ﹤0.01% |
243
+92
| +61% | +$3.71K |
|
1889
Millicom
TIGO
$15.5B
| $12K | ﹤0.01% |
244
| – | – |
|
1890
Visteon
VC
$2.41B
| $12K | ﹤0.01% |
101
| – | – |
|
1891
World Kinect Corp
WKC
$1.82B
| $12K | ﹤0.01% |
458
-114
| -20% | -$3.07K |
|
1892
WisdomTree
WT
$3.69B
| $12K | ﹤0.01% |
906
+452
| +100% | +$6.04K |
|
|
BNT
1893
Brookfield Wealth Solutions
BNT
$10.9B
| $12K | ﹤0.01% |
260
| – | – |
|
1894
Albertsons Companies
ACI
$5.66B
| $11K | ﹤0.01% |
622
-651
| -51% | -$12.8K |
|
1895
Apple Hospitality REIT
APLE
$3.82B
| $11K | ﹤0.01% |
910
+410
| +82% | +$5.07K |
|
1896
Capitol Federal Financial
CFFN
$1.07B
| $11K | ﹤0.01% |
1,675
| – | – |
|
|
CSGS
1897
DELISTED
CSG Systems International
CSGS
| $11K | ﹤0.01% |
175
+70
| +67% | +$4.46K |
|
|
ELME
1898
Elme Communities
ELME
$154M
| $11K | ﹤0.01% |
658
+79
| +14% | +$1.31K |
|
1899
Flowers Foods
FLO
$1.22B
| $11K | ﹤0.01% |
891
+834
| +1,463% | +$12.6K |
|
1900
Graham Holdings Company
GHC
$4.89B
| $11K | ﹤0.01% |
9
-87
| -91% | -$90K |
|
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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.