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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
SDGR icon
2251
Schrodinger
SDGR
$1.39B
$3K ﹤0.01%
+129
New +$2.59K
SENEA icon
2252
Seneca Foods Class A
SENEA
$1.21B
$3K ﹤0.01%
29
+4
+16% +$423
SMMT icon
2253
Summit Therapeutics
SMMT
$11.6B
$3K ﹤0.01%
135
– –
TARS icon
2254
Tarsus Pharmaceuticals
TARS
$2.89B
$3K ﹤0.01%
+48
New +$2.36K
UAA icon
2255
Under Armour
UAA
$2.4B
$3K ﹤0.01%
672
-538
-44% -$3.13K
UFCS icon
2256
United Fire Group
UFCS
$1.38B
$3K ﹤0.01%
84
+34
+68% +$1K
UHAL.B icon
2257
U-Haul Holding Co Series N
UHAL.B
$12.9B
$3K ﹤0.01%
+67
New +$3.57K
WSR
2258
DELISTED
Whitestone REIT
WSR
$3K ﹤0.01%
214
+47
+28% +$592
WU icon
2259
Western Union
WU
$2.16B
$3K ﹤0.01%
374
-321
-46% -$2.68K
ZD icon
2260
Ziff Davis
ZD
$1.99B
$3K ﹤0.01%
68
+32
+89% +$1.12K
ASTH icon
2261
Astrana Health
ASTH
$1.85B
$3K ﹤0.01%
+111
New +$3.01K
FER icon
2262
Ferrovial N.V. Ordinary Shares
FER
$47.3B
$3K ﹤0.01%
+55
New +$2.96K
GRAL
2263
GRAIL Inc
GRAL
$3.33B
$3K ﹤0.01%
52
+20
+63% +$764
CRCL
2264
Circle Internet Group
CRCL
$16.7B
$3K ﹤0.01%
21
-1
-5% -$158
ACLX
2265
DELISTED
Arcellx
ACLX
$2K ﹤0.01%
30
– –
AGNC icon
2266
AGNC Investment
AGNC
$12.7B
$2K ﹤0.01%
210
-556
-73% -$5.39K
AHRT
2267
AH Realty Trust
AHRT
$507M
$2K ﹤0.01%
311
+99
+47% +$702
AI icon
2268
C3.ai
AI
$1.61B
$2K ﹤0.01%
140
-51
-27% -$1.06K
ALHC icon
2269
Alignment Healthcare
ALHC
$2.87B
$2K ﹤0.01%
135
– –
ALNT icon
2270
Allient
ALNT
$1.96B
$2K ﹤0.01%
+45
New +$1.92K
ALT icon
2271
Altimmune
ALT
$585M
$2K ﹤0.01%
660
-43
-6% -$166
AMRX icon
2272
Amneal Pharmaceuticals
AMRX
$5.72B
$2K ﹤0.01%
249
– –
AMWD
2273
DELISTED
American Woodmark
AMWD
$2K ﹤0.01%
24
-10
-29% -$614
ANGO icon
2274
AngioDynamics
ANGO
$651M
$2K ﹤0.01%
182
+2
+1% +$19
AOSL icon
2275
Alpha and Omega Semiconductor
AOSL
$1.04B
$2K ﹤0.01%
79
+72
+1,029% +$2K
89 90
91
92 93

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Federated Hermes
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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.