Bessemer Group Inc.
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$63.6M
Holdings
2,527
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Increased +481.7% (532.3k → 3.10M shares)
6.8%
02
$AAPL
APPLE INC
Q1 2026: Increased +320.1% (399.9k → 1.68M shares)
4.8%
03
$GOOG
ALPHABET INC CLASS C
Q1 2026: Increased +383.3% (242.6k → 1.17M shares)
4.6%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +528.0% (140.4k → 881.6k shares)
4.0%
05
$AMZN
AMAZON.COM INC
Q1 2026: Increased +82.5% (311.1k → 568.0k shares)
3.2%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +103.5% (118.6k → 241.4k shares)
2.6%
07
$META
META PLATFORMS INC
Q1 2026: Increased +146.6% (54.3k → 134.0k shares)
2.1%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +417.1% (126.3k → 652.9k shares)
2.1%
09
$NEE
NEXTERA ENERGY INC
Q1 2026: Increased +214.8% (214.5k → 675.4k shares)
1.5%
10
$V
VISA INC
Q1 2026: Increased +786.9% (81.1k → 719.6k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.