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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
EWY icon
376
iShares MSCI South Korea ETF
EWY
$25.7B
$4.26M 0.01%
59,403
+33,410
+129% +$2M
TDG icon
377
TransDigm Group
TDG
$67.7B
$4.16M 0.01%
2,738
+80
+3% +$112K
FAST icon
378
Fastenal
FAST
$59.5B
$4.13M 0.01%
98,256
-19,080
-16% -$774K
MRSH
379
Marsh
MRSH
$91.5B
$4.11M 0.01%
18,810
+114
+0.6% +$25.7K
XLP icon
380
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$4.08M 0.01%
50,335
-3,536,591
-99% -$287M
NVO
381
Novo Nordisk
NVO
$209B
$4.07M 0.01%
58,986
-16,772
-22% -$1.14M
AON icon
382
Aon
AON
$76B
$4.02M 0.01%
11,258
+985
+10% +$357K
C icon
383
Citigroup
C
$226B
$3.94M 0.01%
46,314
-6,317
-12% -$457K
CP icon
384
Canadian Pacific Kansas City
CP
$80.5B
$3.91M 0.01%
49,363
-9,762
-17% -$751K
CNQ icon
385
Canadian Natural Resources
CNQ
$93.8B
$3.89M 0.01%
123,854
-57,267
-32% -$1.74M
ITOT icon
386
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$3.8M 0.01%
28,165
– –
ING icon
387
ING
ING
$102B
$3.77M 0.01%
172,364
-39,277
-19% -$793K
PANW icon
388
Palo Alto Networks
PANW
$297B
$3.71M 0.01%
18,113
-7,654
-30% -$1.42M
AMD icon
389
Advanced Micro Devices
AMD
$789B
$3.69M 0.01%
26,009
+2,303
+10% +$251K
APH icon
390
Amphenol
APH
$209B
$3.68M 0.01%
37,289
-15,228
-29% -$1.25M
CB icon
391
Chubb
CB
$135B
$3.66M 0.01%
12,629
-1,251
-9% -$360K
AZO icon
392
AutoZone
AZO
$51.1B
$3.64M 0.01%
982
-239
-20% -$881K
T icon
393
AT&T
T
$163B
$3.64M 0.01%
125,689
-2,366
-2% -$65.2K
TNGX icon
394
Tango Therapeutics
TNGX
$4.41B
$3.63M 0.01%
708,384
– –
XLV icon
395
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$3.55M 0.01%
26,342
+11,514
+78% +$1.55M
SU icon
396
Suncor Energy
SU
$70.3B
$3.51M 0.01%
93,825
-1,268
-1% -$45.9K
AMP icon
397
Ameriprise Financial
AMP
$48.8B
$3.5M 0.01%
6,565
-900
-12% -$445K
NRIX icon
398
Nurix Therapeutics
NRIX
$2.65B
$3.48M 0.01%
306,003
– –
PH icon
399
Parker-Hannifin
PH
$135B
$3.48M 0.01%
4,977
+81
+2% +$51.2K
SCHD icon
400
Schwab US Dividend Equity ETF
SCHD
$106B
$3.44M 0.01%
129,988
+21,655
+20% +$566K
14 15
16
17 18

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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.