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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 | |
|---|---|---|---|---|---|---|
2101
STMicroelectronics
STM
$46.3B
| $6K | ﹤0.01% |
199
+71
| +55% | +$1.99K |
|
2102
Strategic Education
STRA
$1.71B
| $6K | ﹤0.01% |
67
-16
| -19% | -$1.29K |
|
2103
Triumph Financial Inc
TFIN
$1.47B
| $6K | ﹤0.01% |
124
+75
| +153% | +$4.42K |
|
2104
Interface
TILE
$2.03B
| $6K | ﹤0.01% |
212
+117
| +123% | +$2.95K |
|
2105
Twist Bioscience
TWST
$12.1B
| $6K | ﹤0.01% |
210
+38
| +22% | +$1.15K |
|
2106
Unitil
UTL
$930M
| $6K | ﹤0.01% |
143
+52
| +57% | +$2.54K |
|
2107
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
| $6K | ﹤0.01% |
109
-17
| -13% | -$997 |
|
2108
Vicor
VICR
$13B
| $6K | ﹤0.01% |
117
+51
| +77% | +$2.48K |
|
2109
Bristow Group
VTOL
$1.26B
| $6K | ﹤0.01% |
177
-563
| -76% | -$20.7K |
|
2110
Wayfair
W
$13.4B
| $6K | ﹤0.01% |
65
| – | – |
|
|
XHR
2111
Xenia Hotels & Resorts
XHR
$1.68B
| $6K | ﹤0.01% |
454
+98
| +28% | +$1.33K |
|
2112
Yeti Holdings
YETI
$3.09B
| $6K | ﹤0.01% |
191
+42
| +28% | +$1.47K |
|
2113
ACM Research
ACMR
$5.38B
| $5K | ﹤0.01% |
125
| – | – |
|
|
AISP
2114
Airship AI Holdings
AISP
$62.7M
| $5K | ﹤0.01% |
+1,000
| New | +$5.14K |
|
|
DCH
2115
Dauch Corp
DCH
$1.3B
| $5K | ﹤0.01% |
761
+683
| +876% | +$3.66K |
|
2116
Beazer Homes USA
BZH
$890M
| $5K | ﹤0.01% |
202
+58
| +40% | +$1.43K |
|
2117
Century Aluminum
CENX
$3.8B
| $5K | ﹤0.01% |
189
+111
| +142% | +$2.52K |
|
2118
Central Pacific Financial
CPF
$949M
| $5K | ﹤0.01% |
153
+90
| +143% | +$2.63K |
|
2119
Crescent Energy
CRGY
$4.34B
| $5K | ﹤0.01% |
568
+204
| +56% | +$1.85K |
|
2120
Corsair Gaming
CRSR
$1.48B
| $5K | ﹤0.01% |
607
+130
| +27% | +$1.17K |
|
2121
Criteo S.A.
CRTO
$798M
| $5K | ﹤0.01% |
229
| – | – |
|
|
CTO
2122
CTO Realty Growth
CTO
$777M
| $5K | ﹤0.01% |
299
-15
| -5% | -$253 |
|
2123
Dream Finders Homes
DFH
$1.02B
| $5K | ﹤0.01% |
203
+95
| +88% | +$2.61K |
|
2124
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.1B
| $5K | ﹤0.01% |
54
-8,261
| -99% | -$747K |
|
2125
Energy Transfer Partners
ET
$69.5B
| $5K | ﹤0.01% |
278
-32,501
| -99% | -$570K |
|
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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.