We are live on ! Find out more
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
OBDC icon
2326
Blue Owl Capital
OBDC
$5.74B
$2K ﹤0.01%
161
– –
OCUL icon
2327
Ocular Therapeutix
OCUL
$2.02B
$2K ﹤0.01%
+151
New +$1.81K
PGC icon
2328
Peapack-Gladstone Financial
PGC
$812M
$2K ﹤0.01%
56
– –
RC
2329
Ready Capital
RC
$308M
$2K ﹤0.01%
404
-784
-66% -$3.31K
RELY icon
2330
Remitly
RELY
$5.14B
$2K ﹤0.01%
137
+7
+5% +$126
RES icon
2331
RPC Inc
RES
$1.3B
$2K ﹤0.01%
+470
New +$2.22K
RGR icon
2332
Sturm, Ruger & Co
RGR
$593M
$2K ﹤0.01%
+38
New +$1.37K
RXRX icon
2333
Recursion Pharmaceuticals
RXRX
$1.73B
$2K ﹤0.01%
+324
New +$1.7K
SIMO icon
2334
Silicon Motion
SIMO
$8.68B
$2K ﹤0.01%
+24
New +$1.91K
SNCY
2335
DELISTED
Sun Country Airlines
SNCY
$2K ﹤0.01%
211
+93
+79% +$1.15K
SPHR icon
2336
Sphere Entertainment
SPHR
$5.73B
$2K ﹤0.01%
34
+16
+89% +$755
SPRY icon
2337
ARS Pharmaceuticals
SPRY
$612M
$2K ﹤0.01%
235
– –
STNG icon
2338
Scorpio Tankers
STNG
$3.81B
$2K ﹤0.01%
42
-56
-57% -$2.76K
TALO icon
2339
Talos Energy
TALO
$2.4B
$2K ﹤0.01%
210
+111
+112% +$996
TCOM icon
2340
Trip.com Group
TCOM
$29.1B
$2K ﹤0.01%
+32
New +$2.14K
TDOC icon
2341
Teladoc Health
TDOC
$1.3B
$2K ﹤0.01%
222
+104
+88% +$812
TPG icon
2342
TPG
TPG
$7.86B
$2K ﹤0.01%
34
– –
TWO
2343
Two Harbors Investment
TWO
$1.27B
$2K ﹤0.01%
272
+200
+278% +$2.01K
UNIT
2344
Uniti Group
UNIT
$2.32B
$2K ﹤0.01%
400
-479
-54% -$2.87K
VSTS icon
2345
Vestis
VSTS
$1.88B
$2K ﹤0.01%
371
+209
+129% +$1.07K
VTMX icon
2346
Vesta Real Estate
VTMX
$3.18B
$2K ﹤0.01%
+85
New +$2.33K
VVX icon
2347
V2X
VVX
$2.65B
$2K ﹤0.01%
31
+28
+933% +$1.5K
WGS icon
2348
GeneDx Holdings
WGS
$2.3B
$2K ﹤0.01%
+17
New +$1.85K
XPEL icon
2349
XPEL
XPEL
$1.38B
$2K ﹤0.01%
+60
New +$2.13K
YMM icon
2350
Full Truck Alliance
YMM
$9.99B
$2K ﹤0.01%
+180
New +$2.23K
92 93
94
95 96

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.