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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
FMS icon
2301
Fresenius Medical Care
FMS
$12.9B
$2K ﹤0.01%
112
+94
+522% +$2.42K
FOLD
2302
DELISTED
Amicus Therapeutics
FOLD
$2K ﹤0.01%
+198
New +$1.41K
FTRE icon
2303
Fortrea Holdings
FTRE
$1.75B
$2K ﹤0.01%
321
+229
+249% +$1.75K
GDYN icon
2304
Grid Dynamics Holdings
GDYN
$615M
$2K ﹤0.01%
296
-809
-73% -$7.22K
GPOR icon
2305
Gulfport Energy Corp
GPOR
$2.88B
$2K ﹤0.01%
12
+2
+20% +$348
HBNC icon
2306
Horizon Bancorp
HBNC
$1.04B
$2K ﹤0.01%
105
-34
-24% -$545
HIMX
2307
Himax Technologies
HIMX
$2.55B
$2K ﹤0.01%
+265
New +$2.27K
HRTX icon
2308
Heron Therapeutics
HRTX
$92.9M
$2K ﹤0.01%
1,300
– –
IGE icon
2309
iShares North American Natural Resources ETF
IGE
$754M
$2K ﹤0.01%
40
– –
INN
2310
Summit Hotel Properties
INN
$700M
$2K ﹤0.01%
416
+348
+512% +$1.9K
IRDM icon
2311
Iridium Communications
IRDM
$5.29B
$2K ﹤0.01%
129
-384
-75% -$9.49K
JACK icon
2312
Jack in the Box
JACK
$335M
$2K ﹤0.01%
+79
New +$1.57K
KELYA icon
2313
Kelly Services Class A
KELYA
$528M
$2K ﹤0.01%
173
-21
-11% -$280
KNTK icon
2314
Kinetik
KNTK
$7.98B
$2K ﹤0.01%
49
+22
+81% +$930
LADR
2315
Ladder Capital
LADR
$1.24B
$2K ﹤0.01%
147
+64
+77% +$720
MBUU icon
2316
Malibu Boats
MBUU
$567M
$2K ﹤0.01%
+50
New +$1.71K
MCB icon
2317
Metropolitan Bank Holding Corp
MCB
$1.15B
$2K ﹤0.01%
30
– –
MDGL icon
2318
Madrigal Pharmaceuticals
MDGL
$11.8B
$2K ﹤0.01%
5
– –
MGPI icon
2319
MGP Ingredients
MGPI
$375M
$2K ﹤0.01%
113
+56
+98% +$1.62K
MNKD icon
2320
MannKind Corp
MNKD
$1.32B
$2K ﹤0.01%
+344
New +$1.51K
MNRO icon
2321
Monro
MNRO
$398M
$2K ﹤0.01%
87
+9
+12% +$148
NATH icon
2322
Nathan's Famous
NATH
$402M
$2K ﹤0.01%
+14
New +$1.47K
NGNE icon
2323
Neurogene
NGNE
$712M
$2K ﹤0.01%
+87
New +$1.75K
NUVL
2324
DELISTED
Nuvalent
NUVL
$2K ﹤0.01%
25
– –
NX icon
2325
Quanex
NX
$1.01B
$2K ﹤0.01%
116
+89
+330% +$1.67K
91 92
93
94 95

Similar funds

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Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
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.