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Bessemer Group

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
Cap. Flow
-$5.17M
Cap. Flow %
-0.01%
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$333M
2
C icon
Citigroup
C
+$271M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$234M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$187M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$357M
2
ORCL icon
Oracle
ORCL
+$258M
3
CTVA icon
Corteva
CTVA
+$256M
4
CPAY icon
Corpay
CPAY
+$176M
5
XLU icon
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
EWG icon
2126
iShares MSCI Germany ETF
EWG
$1.67B
$5K ﹤0.01%
+110
New +$4.61K
EZPW icon
2127
Ezcorp Inc
EZPW
$1.67B
$5K ﹤0.01%
+242
New +$3.79K
FCPT icon
2128
Four Corners Property Trust
FCPT
$2.69B
$5K ﹤0.01%
242
+94
+64% +$2.43K
FLJP icon
2129
Franklin FTSE Japan ETF
FLJP
$4.05B
$5K ﹤0.01%
+153
New +$5.1K
FUTU icon
2130
Futu Holdings
FUTU
$15.2B
$5K ﹤0.01%
+28
New +$4.65K
GEF icon
2131
Greif
GEF
$4.97B
$5K ﹤0.01%
75
-29
-28% -$1.87K
HFWA icon
2132
Heritage Financial
HFWA
$1.2B
$5K ﹤0.01%
189
+7
+4% +$170
IOSP icon
2133
Innospec
IOSP
$2.29B
$5K ﹤0.01%
71
-16
-18% -$1.34K
KALU icon
2134
Kaiser Aluminum
KALU
$3.06B
$5K ﹤0.01%
66
+35
+113% +$2.78K
KW
2135
DELISTED
Kennedy-Wilson Holdings
KW
$5K ﹤0.01%
588
+403
+218% +$3.23K
LOGI icon
2136
Logitech
LOGI
$15B
$5K ﹤0.01%
46
+7
+18% +$704
MDB icon
2137
MongoDB
MDB
$33.5B
$5K ﹤0.01%
+16
New +$4.11K
NE icon
2138
Noble Corp
NE
$6.95B
$5K ﹤0.01%
182
-411
-69% -$11.6K
NWL icon
2139
Newell Brands
NWL
$2.51B
$5K ﹤0.01%
1,013
-833
-45% -$4.72K
PCY icon
2140
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$5K ﹤0.01%
+228
New +$4.76K
PLAY icon
2141
Dave & Buster's
PLAY
$343M
$5K ﹤0.01%
250
+106
+74% +$2.79K
QS icon
2142
QuantumScape Corp
QS
$3.81B
$5K ﹤0.01%
435
– –
SBSI icon
2143
Southside Bancshares
SBSI
$953M
$5K ﹤0.01%
166
– –
SNDR icon
2144
Schneider National
SNDR
$6.18B
$5K ﹤0.01%
217
-235
-52% -$5.75K
SONO icon
2145
Sonos
SONO
$1.83B
$5K ﹤0.01%
319
+153
+92% +$1.96K
STAA icon
2146
STAAR Surgical
STAA
$1.25B
$5K ﹤0.01%
207
+195
+1,625% +$4.65K
STEL
2147
DELISTED
Stellar Bancorp
STEL
$5K ﹤0.01%
179
+43
+32% +$1.31K
STLA icon
2148
Stellantis
STLA
$21B
$5K ﹤0.01%
560
+78
+16% +$746
TREE icon
2149
LendingTree
TREE
$453M
$5K ﹤0.01%
75
– –
USNA icon
2150
Usana Health Sciences
USNA
$265M
$5K ﹤0.01%
163
-67
-29% -$2.06K
84 85
86
87 88

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.