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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
+14.98%
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
$61.6B
AUM Growth
+$5.83B
Cap. Flow
-$254M
Cap. Flow %
-0.41%
Top 10 Hldgs %
34.22%
Holding
2,706
New
131
Increased
880
Reduced
1,001
Closed
188

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$393M
2
BSX icon
Boston Scientific
BSX
+$293M
3
AVGO icon
Broadcom
AVGO
+$238M
4
SPOT icon
Spotify
SPOT
+$221M
5
SHW icon
Sherwin-Williams
SHW
+$210M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$380M
2
LOW icon
Lowe's Companies
LOW
+$370M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$287M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$237M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235M

Sector Composition

Rank Sector Weight
1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLR icon
276
Fluor
FLR
$7.96B
$16.3M 0.03%
318,118
-13,604
-4% -$542K
SKY icon
277
Champion Homes
SKY
$5.14B
$16M 0.03%
254,862
+10,713
+4% +$833K
MKSI icon
278
MKS Inc
MKSI
$20.6B
$15.5M 0.03%
156,496
+22,423
+17% +$1.82M
RDY icon
279
Dr. Reddy's Laboratories
RDY
$10.2B
$15.5M 0.03%
1,032,367
+168,487
+20% +$2.41M
ASO icon
280
Academy Sports + Outdoors
ASO
$2.98B
$15.3M 0.02%
340,551
+14,830
+5% +$615K
VXF icon
281
Vanguard Extended Market ETF
VXF
$31.9B
$15M 0.02%
77,856
+7,148
+10% +$1.27M
IWF icon
282
iShares Russell 1000 Growth ETF
IWF
$128B
$14.9M 0.02%
140,572
+14,072
+11% +$1.35M
FORM icon
283
FormFactor
FORM
$9.17B
$14.8M 0.02%
431,321
+86,277
+25% +$2.62M
WHD icon
284
Cactus
WHD
$5.44B
$14.8M 0.02%
337,899
+14,824
+5% +$619K
IWB icon
285
iShares Russell 1000 ETF
IWB
$50.2B
$14.7M 0.02%
43,406
+2
+0% +$628
MUR icon
286
Murphy Oil
MUR
$4.78B
$14.6M 0.02%
648,518
+26,943
+4% +$601K
INFY icon
287
Infosys
INFY
$50.7B
$14.3M 0.02%
771,196
+175,921
+30% +$3.14M
BCH icon
288
Banco de Chile
BCH
$20.9B
$14.2M 0.02%
467,468
+65,708
+16% +$1.94M
IPAC icon
289
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$14.2M 0.02%
206,182
+37,543
+22% +$2.44M
PRM icon
290
Perimeter Solutions
PRM
$5.77B
$14M 0.02%
1,006,968
+42,910
+4% +$495K
VEA icon
291
Vanguard FTSE Developed Markets ETF
VEA
$237B
$13.8M 0.02%
241,266
+49,963
+26% +$2.68M
DORM icon
292
Dorman Products
DORM
$4.18B
$13.4M 0.02%
109,445
+109,004
+24,717% +$13.3M
BKH icon
293
Black Hills Corp
BKH
$5.69B
$13.1M 0.02%
232,948
+14,130
+6% +$827K
IBP icon
294
Installed Building Products
IBP
$6.49B
$13M 0.02%
72,195
+3,263
+5% +$543K
ONTO icon
295
Onto Innovation
ONTO
$15.3B
$12.6M 0.02%
124,649
+42,370
+51% +$4.53M
AWR icon
296
American States Water
AWR
$3.46B
$12.2M 0.02%
158,801
+9,705
+7% +$762K
TSLA icon
297
Tesla
TSLA
$1.3T
$12.1M 0.02%
38,203
-1,181
-3% -$356K
BOW
298
Bowhead Specialty Holdings
BOW
$1.1B
$12.1M 0.02%
322,450
+19,950
+7% +$764K
CM icon
299
Canadian Imperial Bank of Commerce
CM
$108B
$11.2M 0.02%
157,868
-160
-0.1% -$10.3K
VIG icon
300
Vanguard Dividend Appreciation ETF
VIG
$114B
$10.9M 0.02%
53,414
-3,692
-6% -$716K
10 11
12
13 14

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Bessemer Group's Q2 2025 Portfolio in Review

As of Q2 2025, Bessemer Group held 2,706 positions worth $61.6B, up 10% from $55.8B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Bessemer Group's Q2 2025 filing shows 131 new, 880 increased, 1,001 reduced and 188 closed positions. Its largest new stake was On Holding: 832,727 shares worth $43.3M. The largest sale was UnitedHealth, an estimated $380M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bessemer Group's largest Q2 2025 buy was On Holding: 832,727 shares worth $43.3M.
  • Bessemer Group added most to ServiceNow in Q2 2025, an estimated $393M increase.
  • Bessemer Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $380M.
  • Bessemer Group fully exited SpringWorks Therapeutics in Q2 2025, selling an estimated $8.05M.
  • Bessemer Group's ten largest holdings make up 34% of its $61.6B portfolio in Q2 2025.
  • Bessemer Group opened 131 new positions and closed 188 in Q2 2025.
  • Bessemer Group's portfolio value rose 10% quarter-over-quarter to $61.6B.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.