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Bessemer Group

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
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 9.59%
4 Healthcare 9.35%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRKS icon
2351
United Parks & Resorts
PRKS
$1.51B
$2K ﹤0.01%
32
-34
-52% -$1.71K
WAY
2352
Waystar Holding Corp
WAY
$4.74B
$2K ﹤0.01%
+42
New +$1.56K
ONC
2353
BeOne Medicines Ltd
ONC
$40.8B
$2K ﹤0.01%
+6
New +$1.82K
XIFR
2354
XPLR Infrastructure LP
XIFR
$995M
$2K ﹤0.01%
230
– –
TIC
2355
TIC Solutions Inc
TIC
$1.94B
$2K ﹤0.01%
+115
New +$1.31K
AAXJ icon
2356
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$4.03B
$1K ﹤0.01%
+12
New +$1.04K
AC
2357
DELISTED
Associated Capital Group
AC
$1K ﹤0.01%
+23
New +$830
ADPT icon
2358
Adaptive Biotechnologies
ADPT
$4.7B
$1K ﹤0.01%
78
– –
AMAL icon
2359
Amalgamated Financial
AMAL
$1.42B
$1K ﹤0.01%
55
– –
AMBA icon
2360
Ambarella
AMBA
$3.21B
$1K ﹤0.01%
+16
New +$1.16K
ANGI icon
2361
Angi Inc
ANGI
$220M
$1K ﹤0.01%
94
+59
+169% +$1.01K
DRK
2362
DarkHorse Technologies Inc. Common Shares
DRK
$32.4M
$1K ﹤0.01%
143
– –
AOMR
2363
Angel Oak Mortgage REIT
AOMR
$175M
$1K ﹤0.01%
130
– –
ARKF icon
2364
ARK Blockchain & Fintech Innovation ETF
ARKF
$830M
$1K ﹤0.01%
19
– –
ARKW icon
2365
ARK Next Generation Technology ETF
ARKW
$1.93B
$1K ﹤0.01%
7
– –
ARKX icon
2366
ARK Space & Defense Innovation ETF
ARKX
$775M
$1K ﹤0.01%
49
– –
EFOR
2367
Everforth Inc
EFOR
$1.36B
$1K ﹤0.01%
27
-139
-84% -$7.09K
AVNW icon
2368
Aviat Networks
AVNW
$257M
$1K ﹤0.01%
+44
New +$1.01K
BGS icon
2369
B&G Foods
BGS
$252M
$1K ﹤0.01%
207
+155
+298% +$677
BKD icon
2370
Brookdale Senior Living
BKD
$2.65B
$1K ﹤0.01%
122
– –
BLBD icon
2371
Blue Bird Corp
BLBD
$1.84B
$1K ﹤0.01%
25
– –
CAL icon
2372
Caleres
CAL
$432M
$1K ﹤0.01%
117
+92
+368% +$1.33K
CNXN icon
2373
PC Connection
CNXN
$2.25B
$1K ﹤0.01%
12
– –
COGT icon
2374
Cogent Biosciences
COGT
$5.61B
$1K ﹤0.01%
86
+23
+37% +$272
CRMT icon
2375
America's Car Mart
CRMT
$8.84M
$1K ﹤0.01%
+27
New +$1.22K
93 94
95
96 97

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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.