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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
PTEN icon
301
Patterson-UTI
PTEN
$3.76B
$10.8M 0.02%
1,822,608
+74,187
+4% +$447K
VMBS icon
302
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$10.7M 0.02%
230,554
+22,232
+11% +$1.02M
ACN icon
303
Accenture
ACN
$108B
$10.4M 0.02%
34,673
+913
+3% +$278K
GLD icon
304
SPDR Gold Trust
GLD
$142B
$10.3M 0.02%
33,784
-2,976
-8% -$901K
AXP icon
305
American Express
AXP
$230B
$10.3M 0.02%
32,160
+5,158
+19% +$1.45M
IWD icon
306
iShares Russell 1000 Value ETF
IWD
$83.9B
$10.2M 0.02%
52,620
-591
-1% -$109K
TITN icon
307
Titan Machinery
TITN
$445M
$10M 0.02%
506,986
-121,820
-19% -$2.23M
RY icon
308
Royal Bank of Canada
RY
$293B
$9.35M 0.02%
71,077
-442
-0.6% -$54.1K
TJX icon
309
TJX Companies
TJX
$178B
$8.99M 0.01%
72,847
-1,440
-2% -$183K
RVMD icon
310
Revolution Medicines
RVMD
$44B
$8.96M 0.01%
243,571
– –
LIN icon
311
Linde
LIN
$226B
$8.85M 0.01%
18,864
+1,055
+6% +$482K
CSCO icon
312
Cisco
CSCO
$479B
$8.64M 0.01%
124,509
-5,959
-5% -$366K
GS icon
313
Goldman Sachs
GS
$303B
$8.37M 0.01%
11,824
+172
+1% +$99.7K
CRM icon
314
Salesforce
CRM
$158B
$8.31M 0.01%
30,487
-847
-3% -$226K
INTU icon
315
Intuit
INTU
$89B
$8.13M 0.01%
10,323
+289
+3% +$196K
ENB icon
316
Enbridge
ENB
$112B
$7.69M 0.01%
169,926
-171
-0.1% -$7.75K
CAT icon
317
Caterpillar
CAT
$387B
$7.69M 0.01%
19,808
-329,864
-94% -$110M
PNC icon
318
PNC Financial Services
PNC
$101B
$7.53M 0.01%
40,421
+20
+0% +$3.38K
GE icon
319
GE Aerospace
GE
$384B
$7.49M 0.01%
29,096
-1,597
-5% -$350K
IEFA icon
320
iShares Core MSCI EAFE ETF
IEFA
$196B
$7.38M 0.01%
88,428
+5,756
+7% +$457K
LBRT icon
321
Liberty Energy
LBRT
$3.25B
$7.31M 0.01%
636,634
+29,203
+5% +$354K
BBJP icon
322
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
$7.21M 0.01%
116,623
-57
-0% -$3.32K
CHKP icon
323
Check Point Software Technologies
CHKP
$13.1B
$7.2M 0.01%
32,523
-625,962
-95% -$138M
AMGN icon
324
Amgen
AMGN
$222B
$7.16M 0.01%
25,644
+1,200
+5% +$340K
RTX icon
325
RTX Corp
RTX
$301B
$7.1M 0.01%
48,617
+993
+2% +$132K
11 12
13
14 15

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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.