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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 | |
|---|---|---|---|---|---|---|
2226
Kodiak Gas Services
KGS
$5.35B
| $3K | ﹤0.01% |
72
+49
| +213% | +$1.65K |
|
2227
Koppers
KOP
$875M
| $3K | ﹤0.01% |
125
+81
| +184% | +$2.49K |
|
|
LBRDA
2228
DELISTED
Liberty Broadband Class A
LBRDA
| $3K | ﹤0.01% |
45
+2
| +5% | +$139 |
|
|
HAPN
2229
Happen Inc
HAPN
$1.73B
| $3K | ﹤0.01% |
207
| – | – |
|
2230
Lifestance Health
LFST
$4.5B
| $3K | ﹤0.01% |
608
-277
| -31% | -$1.36K |
|
2231
LGI Homes
LGIH
$1.16B
| $3K | ﹤0.01% |
67
+39
| +139% | +$2.27K |
|
2232
Life Time Group Holdings
LTH
$8.93B
| $3K | ﹤0.01% |
116
+6
| +5% | +$171 |
|
2233
Lyft
LYFT
$5.63B
| $3K | ﹤0.01% |
+135
| New | +$2.26K |
|
2234
Matthews International
MATW
$591M
| $3K | ﹤0.01% |
+104
| New | +$2.55K |
|
2235
MasterBrand
MBC
$1.47B
| $3K | ﹤0.01% |
+207
| New | +$2.56K |
|
2236
Middlesex Water
MSEX
$1.01B
| $3K | ﹤0.01% |
53
| – | – |
|
2237
N-able
NABL
$756M
| $3K | ﹤0.01% |
+328
| New | +$2.63K |
|
2238
Neogen
NEOG
$3B
| $3K | ﹤0.01% |
612
+399
| +187% | +$2.13K |
|
2239
National Health Investors
NHI
$3.29B
| $3K | ﹤0.01% |
35
| – | – |
|
2240
Origin Bancorp
OBK
$1.65B
| $3K | ﹤0.01% |
80
| – | – |
|
2241
Oppenheimer Holdings
OPY
$1.28B
| $3K | ﹤0.01% |
+42
| New | +$3.04K |
|
2242
Oscar Health
OSCR
$9.14B
| $3K | ﹤0.01% |
+172
| New | +$2.83K |
|
2243
Pan American Silver
PAAS
$19.9B
| $3K | ﹤0.01% |
+67
| New | +$2.15K |
|
2244
PureCycle Technologies
PCT
$1.01B
| $3K | ﹤0.01% |
237
+152
| +179% | +$2.11K |
|
|
PGRE
2245
DELISTED
Paramount Group
PGRE
| $3K | ﹤0.01% |
342
+138
| +68% | +$918 |
|
|
IMVP
2246
Invesco India ETF
IMVP
$100M
| $3K | ﹤0.01% |
124
| – | – |
|
2247
Pearson
PSO
$9.69B
| $3K | ﹤0.01% |
232
-199
| -46% | -$2.86K |
|
2248
Replimune Group
REPL
$1.16B
| $3K | ﹤0.01% |
785
+387
| +97% | +$2.47K |
|
2249
REX American Resources
REX
$1.42B
| $3K | ﹤0.01% |
118
+104
| +743% | +$2.96K |
|
2250
Scholastic
SCHL
$604M
| $3K | ﹤0.01% |
128
+50
| +64% | +$1.24K |
|
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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.