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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
+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
(+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 | 9.53% |
| 4 | Consumer Discretionary | 9.36% |
| 5 | Healthcare | 9.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Itaú Unibanco
ITUB
$87.3B
| $4K | ﹤0.01% |
+598
| New | +$3.95K |
|
2177
Liberty Global Class A
LBTYA
$3.48B
| $4K | ﹤0.01% |
328
+102
| +45% | +$1.12K |
|
2178
Liquidia Corp
LQDA
$8.16B
| $4K | ﹤0.01% |
154
+74
| +93% | +$1.6K |
|
2179
Liquidity Services
LQDT
$1.28B
| $4K | ﹤0.01% |
121
+56
| +86% | +$1.44K |
|
2180
La-Z-Boy
LZB
$1.67B
| $4K | ﹤0.01% |
108
+28
| +35% | +$1.03K |
|
2181
McGrath RentCorp
MGRC
$2.93B
| $4K | ﹤0.01% |
35
-17
| -33% | -$2.05K |
|
2182
NeoGenomics
NEO
$2.13B
| $4K | ﹤0.01% |
511
+494
| +2,906% | +$3.46K |
|
2183
Nomad Foods
NOMD
$1.63B
| $4K | ﹤0.01% |
239
| – | – |
|
2184
Oxford Industries
OXM
$559M
| $4K | ﹤0.01% |
93
+61
| +191% | +$2.64K |
|
2185
Payoneer
PAYO
$2.41B
| $4K | ﹤0.01% |
707
+219
| +45% | +$1.47K |
|
2186
PDF Solutions
PDFS
$2.02B
| $4K | ﹤0.01% |
+166
| New | +$3.63K |
|
2187
Pilgrim's Pride
PPC
$6.26B
| $4K | ﹤0.01% |
96
-81
| -46% | -$3.67K |
|
|
PRA
2188
DELISTED
ProAssurance
PRA
| $4K | ﹤0.01% |
163
+78
| +92% | +$1.86K |
|
2189
PROG Holdings
PRG
$1.7B
| $4K | ﹤0.01% |
+124
| New | +$4.07K |
|
2190
Arcus Biosciences
RCUS
$3.66B
| $4K | ﹤0.01% |
328
+294
| +865% | +$3.06K |
|
|
RWT
2191
Redwood Trust
RWT
$575M
| $4K | ﹤0.01% |
615
+524
| +576% | +$3.13K |
|
2192
Sonic Automotive
SAH
$2.55B
| $4K | ﹤0.01% |
48
+25
| +109% | +$1.99K |
|
2193
Stepan Co
SCL
$1.46B
| $4K | ﹤0.01% |
82
+61
| +290% | +$3.17K |
|
2194
NuScale Power
SMR
$3.79B
| $4K | ﹤0.01% |
104
+46
| +79% | +$1.83K |
|
2195
SharkNinja
SN
$26.1B
| $4K | ﹤0.01% |
38
| – | – |
|
2196
John Wiley & Sons Class A
WLY
$2.62B
| $4K | ﹤0.01% |
109
-50
| -31% | -$2.02K |
|
2197
Xencor
XNCR
$1.61B
| $4K | ﹤0.01% |
303
+264
| +677% | +$2.29K |
|
|
ZIMV
2198
DELISTED
ZimVie
ZIMV
| $4K | ﹤0.01% |
185
-58
| -24% | -$981 |
|
2199
ZTO Express
ZTO
$18.1B
| $4K | ﹤0.01% |
+202
| New | +$3.87K |
|
|
KLC
2200
KinderCare Learning Companies
KLC
$593M
| $4K | ﹤0.01% |
552
-48
| -8% | -$403 |
|
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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.