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Allison D. Heilborn

@Bessemer Group Inc

Latest period2024 - Q3ReportedManaged Assets$60.712BTotal holdings2648
Assets growth rate7.08%Assets growth rate (2-Q avg)4.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bessemer Group Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2648 positions.

Assets under management

The assets under management (AUM) of Bessemer Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 60.712B in assets, with a quarterly growth rate of 7.08% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Allison D. Heilborn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -1.26%
4.73%
$2.87B
23.636M shares@ $121.44 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -1.76%
2.89%
$1.749B
10.461M shares@ $167.2 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.39%
2.49%
$1.508B
2.635M shares@ $572.44 avg price
FIFiserv Inc
Recent Activity
Decreased -0.03%
1.14%
$688.965M
3.835M shares@ $179.66 avg price
CCLCarnival Corp Cl A
Recent Activity
Decreased -4.99%
1.03%
$622.703M
33.696M shares@ $18.48 avg price
IVVIshares Tr S&p 500 Index
Recent Activity
Decreased -13.23%
0.93%
$558.605M
968,421 shares@ $576.83 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.06%
0.91%
$550.383M
3.23M shares@ $170.41 avg price
CORCencora Inc
Recent Activity
Decreased -4.1%
0.81%
$490.996M
2.181M shares@ $225.09 avg price
CVXChevron Corp
Recent Activity
Decreased -17.36%
0.74%
$447.787M
3.041M shares@ $147.27 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -0.38%
0.72%
$435.496M
825,318 shares@ $527.68 avg price