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CIK: 0001054074
Total reported value
$72.7B
$72.7B
2648 檔
17.9%
The Q3 2024 SEC filing reveals that Bessemer Group Inc held a total portfolio value of $72.7B, covering 2648 public equity positions.
In Q3 2024, Bessemer Group Inc displayed an active expansion posture, initiating 4 new positions and adding to 130 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 17.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 2648 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.56% | -0.88% | +0.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.03% | -0.02% | +6.77% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | -0.25% | -1.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +0.09% | +0.36% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +0.11% | -1.76% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | -0.23% | -2.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.23% | +0.19% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.92% | +0.06% | +3.41% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | -0.20% | +1075.93% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | -0.47% | +0.38% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 1.15% | -0.29% | +0.34% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.20% | +0.17% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 1.13% | — | -0.03% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | +0.01% | +0.07% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | -0.10% | +0.12% | |
| 16 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.03% | -0.35% | EXIT | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.17% | +0.23% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 0.94% | — | +18.80% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.08% | -13.24% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.91% | — | -0.06% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.31% | +0.07% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 0.86% | — | +0.06% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 0.82% | -0.36% | +10.85% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.81% | -0.03% | -4.10% | |
| 25 | TRU | Transunion | Stock-Financials | 0.79% | -0.02% | +0.63% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.76% | -0.20% | +0.50% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.47% | -17.37% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.03% | -0.39% | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.71% | -0.01% | -9.58% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | +0.02% | +182.01% | |
| 31 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.67% | -0.07% | -12.65% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.66% | -0.27% | -31.20% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.65% | -0.35% | +0.53% | |
| 34 | IT | Gartner Inc | Stock-Tech | 0.63% | -0.01% | +0.77% | |
| 35 | CRH | CRH plc | Stock-Materials | 0.63% | -0.23% | +17.34% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | +0.01% | -0.06% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.27% | +0.82% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.01% | -1.41% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | — | -0.35% | |
| 40 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.50% | +0.04% | -0.33% | |
| 41 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.49% | -0.01% | +3.03% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | — | +12.80% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.48% | -0.04% | +10.79% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.28% | +2.34% | |
| 45 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.46% | -0.03% | -13.67% | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.45% | -0.06% | +1.71% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.45% | -0.16% | -0.17% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.45% | -0.08% | +28.38% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.45% | -0.03% | -0.21% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.44% | +0.01% | -0.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +6.77% | Add |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +182.01% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +1075.93% | Add |
| 4 | KMI | Kinder Morgan, Inc. | +0.2% | +10907.18% | Add |
| 5 | UBER | Uber Technologies Inc | +0.2% | +4857.70% | Add |
| 6 | TRU | Transunion | +0.2% | +0.63% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | +3.41% | Add |
| 8 | DHR | Danaher CORP | +0.2% | +18.80% | Add |
| 9 | CRH | CRH plc | +0.2% | +17.34% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.2% | +74.07% | Add |
| 11 | ICE | Intercontinental Exchange In | +0.2% | +10.85% | Add |
| 12 | PNR | Pentair plc | +0.2% | +3021.59% | Add |
| 13 | FISV | Fiserv Inc | +0.1% | -0.03% | Trim |
| 14 | NEE | Nextera Energy Inc | +0.1% | +0.34% | Add |
| 15 | LOW | Lowe's Cos Inc | +0.1% | +0.07% | Add |
| 16 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 17 | BX | Blackstone Inc | +0.1% | +0.06% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -0.06% | Trim |
| 19 | MELI | Mercadolibre Inc | +0.1% | +0.50% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +56.33% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +0.23% | Add |
| 22 | LHX | L3harris Technologies Inc | +0.1% | +28.38% | Add |
| 23 | MSI | Motorola Solutions Inc | +0.1% | +0.12% | Add |
| 24 | NXPI | NXP Semiconductors N.V. | +0.1% | +78.17% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | -2.40% | Trim |
| 26 | TXN | Texas Instruments Inc | +0.1% | +65.97% | Add |
| 27 | NOC | Northrop Grumman CORP | +0.1% | +0.53% | Add |
| 28 | SBAC | Sba Communications CORP | +0.1% | +24.97% | Add |
| 29 | BAH | Booz Allen Hamilton Holdings | +0.1% | +19.29% | Add |
| 30 | FTNT | Fortinet Inc | +0.1% | +0.39% | Add |
| 31 | SHW | Sherwin-williams Co/the | +0.1% | -0.26% | Trim |
| 32 | COO | Cooper Cos Inc/the | +0.1% | +1.30% | Add |
| 33 | BKNG | Booking Holdings Inc | +0.1% | +12.80% | Add |
| 34 | USFD | US Foods Holding CORP | +0.1% | +3.03% | Add |
| 35 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +15.62% | Add |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +10.79% | Add |
| 37 | AEE | Ameren Corporation | +0.1% | -0.35% | Trim |
| 38 | NDAQ | Nasdaq Inc | +0.1% | +1.57% | Add |
| 39 | URI | United Rentals Inc | +0.1% | +1.97% | Add |
| 40 | KKR | Kkr & Co Inc | +0.1% | +0.17% | Add |
| 41 | AVTR | Avantor Inc | +0.1% | +1.61% | Add |
| 42 | BN | Brookfield CORP | +0.1% | -0.10% | Trim |
| 43 | BWXT | Bwx Technologies Inc | +0.1% | +25.34% | Add |
| 44 | XLE | Ss Energy Select Sector | +0.1% | +29.73% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.82% | Add |
| 46 | SPGI | S&p Global Inc | 0% | -0.35% | Trim |
| 47 | EFX | Equifax Inc | 0% | +1.39% | Add |
| 48 | TW | Tradeweb Markets Inc-class A | 0% | +1.70% | Add |
| 49 | PWR | Quanta Services Inc | 0% | +1.17% | Add |
| 50 | PM | Philip Morris International | 0% | +0.65% | Add |
According to official SEC Form 13F filings, Bessemer Group Inc reported a total U.S. public equity portfolio value of $72.7B across 2648 disclosed positions in Q3 2024.
During Q3 2024, Bessemer Group Inc's top holdings by market value included MSFT (5.6%)、AAPL (5.0%)、NVDA (4.7%). The largest single position, MSFT, represented 5.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TEL
市值: $74.3M
Top Position Liquidated / Trimmed
XME
前期市值: $91.1M
In Q3 2024, Bessemer Group Inc made 199 total portfolio adjustments, initiating 4 new buys, adding to 130 positions, trimming 63 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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