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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
VRTX icon
401
Vertex Pharmaceuticals
VRTX
$126B
$3.32M 0.01%
7,465
-19
-0.3% -$8.76K
ACGL icon
402
Arch Capital
ACGL
$33.6B
$3.32M 0.01%
36,411
+1,241
+4% +$115K
BLK icon
403
Blackrock
BLK
$176B
$3.3M 0.01%
3,146
-413
-12% -$391K
GWW icon
404
W.W. Grainger
GWW
$60.2B
$3.29M 0.01%
3,160
-756
-19% -$786K
IVW icon
405
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.27M 0.01%
29,667
+7,047
+31% +$697K
EMR icon
406
Emerson Electric
EMR
$88.3B
$3.23M 0.01%
24,204
-4,826
-17% -$554K
IBN icon
407
ICICI Bank
IBN
$108B
$3.18M 0.01%
94,628
+6,392
+7% +$212K
EPD icon
408
Enterprise Products Partners
EPD
$81.7B
$3.17M 0.01%
102,339
-9,285
-8% -$289K
TMUS icon
409
T-Mobile US
TMUS
$190B
$3.11M 0.01%
13,064
-485
-4% -$118K
YUM icon
410
Yum! Brands
YUM
$41.1B
$3.08M 0.01%
20,811
-6,844
-25% -$999K
APP icon
411
Applovin
APP
$116B
$3.01M ﹤0.01%
8,600
-9,042
-51% -$2.93M
PFE icon
412
Pfizer
PFE
$153B
$2.98M ﹤0.01%
122,865
-9,613
-7% -$224K
ONEQ icon
413
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$2.96M ﹤0.01%
37,010
-7,460
-17% -$538K
PAG icon
414
Penske Automotive Group
PAG
$14.2B
$2.95M ﹤0.01%
17,157
+10
+0.1% +$1.6K
TRV icon
415
Travelers Companies
TRV
$80.2B
$2.93M ﹤0.01%
10,951
+238
+2% +$62.7K
TT icon
416
Trane Technologies
TT
$106B
$2.92M ﹤0.01%
6,680
-46
-0.7% -$18.1K
USB icon
417
US Bancorp
USB
$99.6B
$2.9M ﹤0.01%
64,112
-560
-0.9% -$23.5K
PGR icon
418
Progressive
PGR
$125B
$2.85M ﹤0.01%
10,688
+105
+1% +$28.8K
NKE icon
419
Nike
NKE
$61.9B
$2.84M ﹤0.01%
39,985
-700,843
-95% -$42.1M
RACE icon
420
Ferrari
RACE
$72.5B
$2.83M ﹤0.01%
5,772
-3,113
-35% -$1.45M
WCN
421
Waste Connections
WCN
$42B
$2.83M ﹤0.01%
15,138
+239
+2% +$46K
TSCO icon
422
Tractor Supply
TSCO
$18B
$2.79M ﹤0.01%
52,914
-576
-1% -$29.5K
BMY icon
423
Bristol-Myers Squibb
BMY
$132B
$2.75M ﹤0.01%
59,520
-7,040
-11% -$346K
VV icon
424
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.73M ﹤0.01%
9,577
-558
-6% -$147K
VBK icon
425
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$2.71M ﹤0.01%
9,788
-1,991
-17% -$513K
15 16
17
18 19

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.