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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 | |
|---|---|---|---|---|---|---|
2076
CBIZ
CBZ
$2.96B
| $10K | ﹤0.01% |
195
| – | – |
|
2077
Crescent Energy
CRGY
$3.82B
| $10K | ﹤0.01% |
1,179
+611
| +108% | +$5.36K |
|
2078
VanEck Digital Transformation ETF
DAPP
$230M
| $10K | ﹤0.01% |
+600
| New | +$12.5K |
|
2079
DigitalBridge
DBRG
$2.95B
| $10K | ﹤0.01% |
633
-34
| -5% | -$409 |
|
2080
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
| $10K | ﹤0.01% |
113
| – | – |
|
2081
DXP Enterprises
DXPE
$2.98B
| $10K | ﹤0.01% |
87
+16
| +23% | +$1.74K |
|
2082
flyExclusive
FLYX
$62.1M
| $10K | ﹤0.01% |
2,500
| – | – |
|
2083
Shift4
FOUR
$3.26B
| $10K | ﹤0.01% |
166
-63
| -28% | -$4.45K |
|
|
GRFS
2084
Grifois
GRFS
$5.4B
| $10K | ﹤0.01% |
1,098
+101
| +10% | +$919 |
|
2085
Goodyear
GT
$1.85B
| $10K | ﹤0.01% |
1,166
-1,907
| -62% | -$15K |
|
2086
Ionis Pharmaceuticals
IONS
$9.4B
| $10K | ﹤0.01% |
133
| – | – |
|
2087
Minerals Technologies
MTX
$2.34B
| $10K | ﹤0.01% |
169
+43
| +34% | +$2.55K |
|
2088
Plug Power
PLUG
$3.04B
| $10K | ﹤0.01% |
4,841
+4,748
| +5,105% | +$12.4K |
|
2089
Primoris Services
PRIM
$4.45B
| $10K | ﹤0.01% |
77
| – | – |
|
2090
Arcus Biosciences
RCUS
$3.64B
| $10K | ﹤0.01% |
429
+101
| +31% | +$2.06K |
|
2091
Rayonier
RYN
$6.55B
| $10K | ﹤0.01% |
449
-301
| -40% | -$6.81K |
|
2092
Stellantis
STLA
$20.8B
| $10K | ﹤0.01% |
959
+399
| +71% | +$4.29K |
|
2093
Visteon
VC
$2.78B
| $10K | ﹤0.01% |
101
| – | – |
|
2094
Bristow Group
VTOL
$1.36B
| $10K | ﹤0.01% |
268
+91
| +51% | +$3.43K |
|
2095
NCR Voyix
VYX
$1.14B
| $10K | ﹤0.01% |
943
-3,336
| -78% | -$36.2K |
|
2096
Xponential Fitness
XPOF
$211M
| $10K | ﹤0.01% |
1,188
+1,179
| +13,100% | +$8.38K |
|
|
CSRE
2097
Cohen & Steers Real Estate Active ETF
CSRE
$502M
| $10K | ﹤0.01% |
+400
| New | +$10.3K |
|
2098
Adeia
ADEA
$3.11B
| $9K | ﹤0.01% |
514
+91
| +22% | +$1.35K |
|
2099
Allegro MicroSystems
ALGM
$8.16B
| $9K | ﹤0.01% |
357
-75
| -17% | -$2.06K |
|
2100
JPMorgan BetaBuilders Europe ETF
BBEU
$9.54B
| $9K | ﹤0.01% |
+116
| New | +$8.25K |
|
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.