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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
(+10%)
Cap. Flow
-$254M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
34.22%
Holding
2,706
New
131
Increased
880
Reduced
1,001
Closed
188
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$393M |
| 2 |
Boston Scientific
BSX
|
+$293M |
| 3 |
Broadcom
AVGO
|
+$238M |
| 4 |
Spotify
SPOT
|
+$221M |
| 5 |
Sherwin-Williams
SHW
|
+$210M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$380M |
| 2 |
Lowe's Companies
LOW
|
+$370M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$287M |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$237M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
AstraZeneca
AZN
$250B
| $7.07M | 0.01% |
50,623
-10,303
| -17% | -$1.44M |
|
327
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
| $7.02M | 0.01% |
96,559
-4,136
| -4% | -$280K |
|
328
iShares Russell Mid-Cap ETF
IWR
$57.5B
| $7M | 0.01% |
76,065
-1,362
| -2% | -$118K |
|
329
Walt Disney
DIS
$181B
| $6.8M | 0.01% |
54,846
+1,771
| +3% | +$184K |
|
330
Sea Limited
SE
$69.5B
| $6.77M | 0.01% |
42,354
+2,206
| +5% | +$319K |
|
331
Adobe
ADBE
$105B
| $6.74M | 0.01% |
17,423
-783
| -4% | -$302K |
|
332
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $6.62M | 0.01% |
47,723
+401
| +0.8% | +$50.7K |
|
333
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
| $6.54M | 0.01% |
68,269
| – | – |
|
334
Simply Good Foods
SMPL
$982M
| $6.53M | 0.01% |
206,636
-4,144
| -2% | -$144K |
|
335
Brown-Forman Class B
BF.B
$13.1B
| $6.5M | 0.01% |
241,505
-851,660
| -78% | -$27.3M |
|
336
Bank of Montreal
BMO
$127B
| $6.48M | 0.01% |
58,548
-264,678
| -82% | -$26.7M |
|
337
Thomson Reuters
TRI
$44.1B
| $6.46M | 0.01% |
31,713
-98
| -0.3% | -$18.7K |
|
338
Manulife Financial
MFC
$73.5B
| $6.16M | 0.01% |
193,047
-893,098
| -82% | -$27.5M |
|
339
Ryanair
RYAAY
$31.3B
| $6.15M | 0.01% |
106,726
+87,479
| +455% | +$4.45M |
|
340
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
| $6.06M | 0.01% |
33,364
-6,130
| -16% | -$1.06M |
|
|
MAZE
341
Maze Therapeutics
MAZE
$1.59B
| $5.91M | 0.01% |
481,790
| – | – |
|
342
Cigna
CI
$74.6B
| $5.9M | 0.01% |
17,842
-446
| -2% | -$144K |
|
343
Analog Devices
ADI
$190B
| $5.76M | 0.01% |
24,195
-1,267
| -5% | -$264K |
|
344
Vanguard Information Technology ETF
VGT
$149B
| $5.73M | 0.01% |
69,088
-128
| -0.2% | -$9.31K |
|
345
iShares Gold Trust
IAU
$64.4B
| $5.72M | 0.01% |
91,693
-7,434
| -7% | -$461K |
|
346
Moody's
MCO
$82.7B
| $5.67M | 0.01% |
11,307
+2,193
| +24% | +$1.02M |
|
347
Capital One
COF
$134B
| $5.66M | 0.01% |
26,608
+9,290
| +54% | +$1.73M |
|
348
Gilead Sciences
GILD
$165B
| $5.63M | 0.01% |
50,818
-4,177
| -8% | -$445K |
|
349
Sun Life Financial
SLF
$45.4B
| $5.54M | 0.01% |
83,450
+13,172
| +19% | +$808K |
|
350
iShares MSCI Emerging Markets ETF
EEM
$30B
| $5.48M | 0.01% |
113,675
| – | – |
|
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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.