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Bessemer Group

Bessemer Group Portfolio holdings

AUM $72.7B
1-Year Est. Return 39.36%
This Fund
S&P 500
This Quarter Est. Return
+3.91%
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
$65.1B
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 10.59%
4 Healthcare 10.43%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBZ icon
2076
CBIZ
CBZ
$3B
$10K ﹤0.01%
195
– –
CRGY icon
2077
Crescent Energy
CRGY
$4.34B
$10K ﹤0.01%
1,179
+611
+108% +$5.36K
DAPP icon
2078
VanEck Digital Transformation ETF
DAPP
$464M
$10K ﹤0.01%
+600
New +$12.5K
DBRG icon
2079
DigitalBridge
DBRG
$3B
$10K ﹤0.01%
633
-34
-5% -$409
DGRW icon
2080
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
$10K ﹤0.01%
113
– –
DXPE icon
2081
DXP Enterprises
DXPE
$2.98B
$10K ﹤0.01%
87
+16
+23% +$1.74K
FLYX icon
2082
flyExclusive
FLYX
$66.2M
$10K ﹤0.01%
2,500
– –
FOUR icon
2083
Shift4
FOUR
$3.04B
$10K ﹤0.01%
166
-63
-28% -$4.45K
GRFS
2084
Grifois
GRFS
$5B
$10K ﹤0.01%
1,098
+101
+10% +$919
GT icon
2085
Goodyear
GT
$1.48B
$10K ﹤0.01%
1,166
-1,907
-62% -$15K
IONS icon
2086
Ionis Pharmaceuticals
IONS
$7.4B
$10K ﹤0.01%
133
– –
MTX icon
2087
Minerals Technologies
MTX
$2.09B
$10K ﹤0.01%
169
+43
+34% +$2.55K
PLUG icon
2088
Plug Power
PLUG
$2.77B
$10K ﹤0.01%
4,841
+4,748
+5,105% +$12.4K
PRIM icon
2089
Primoris Services
PRIM
$3.91B
$10K ﹤0.01%
77
– –
RCUS icon
2090
Arcus Biosciences
RCUS
$3.18B
$10K ﹤0.01%
429
+101
+31% +$2.06K
RYN icon
2091
Rayonier
RYN
$5.62B
$10K ﹤0.01%
449
-301
-40% -$6.81K
STLA icon
2092
Stellantis
STLA
$13.3B
$10K ﹤0.01%
959
+399
+71% +$4.29K
VC icon
2093
Visteon
VC
$2.41B
$10K ﹤0.01%
101
– –
VTOL icon
2094
Bristow Group
VTOL
$1.26B
$10K ﹤0.01%
268
+91
+51% +$3.43K
VYX icon
2095
NCR Voyix
VYX
$976M
$10K ﹤0.01%
943
-3,336
-78% -$36.2K
XPOF icon
2096
Xponential Fitness
XPOF
$165M
$10K ﹤0.01%
1,188
+1,179
+13,100% +$8.38K
CSRE
2097
Cohen & Steers Real Estate Active ETF
CSRE
$558M
$10K ﹤0.01%
+400
New +$10.3K
ADEA icon
2098
Adeia
ADEA
$2.81B
$9K ﹤0.01%
514
+91
+22% +$1.35K
ALGM icon
2099
Allegro MicroSystems
ALGM
$6.85B
$9K ﹤0.01%
357
-75
-17% -$2.06K
BBEU icon
2100
JPMorgan BetaBuilders Europe ETF
BBEU
$9.09B
$9K ﹤0.01%
+116
New +$8.25K
82 83
84
85 86

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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.