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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 | |
|---|---|---|---|---|---|---|
426
iShares Core MSCI Europe ETF
IEUR
$9.17B
| $2.67M | ﹤0.01% |
40,302
-192
| -0.5% | -$12.1K |
|
427
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
| $2.67M | ﹤0.01% |
2,271
| – | – |
|
428
Lam Research
LRCX
$390B
| $2.66M | ﹤0.01% |
27,371
-6,671
| -20% | -$529K |
|
429
Alibaba
BABA
$308B
| $2.65M | ﹤0.01% |
23,358
+16,065
| +220% | +$1.9M |
|
430
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
| $2.63M | ﹤0.01% |
53,568
| – | – |
|
431
Becton Dickinson
BDX
$48.2B
| $2.61M | ﹤0.01% |
15,146
-542
| -3% | -$99.3K |
|
432
iShares MSCI Japan ETF
EWJ
$22.8B
| $2.56M | ﹤0.01% |
34,112
+746
| +2% | +$53.1K |
|
433
Chipotle Mexican Grill
CMG
$41.5B
| $2.52M | ﹤0.01% |
44,859
-16,437
| -27% | -$836K |
|
434
JPMorgan BetaBuilders Canada ETF
BBCA
$11.3B
| $2.5M | ﹤0.01% |
31,051
-144
| -0.5% | -$10.9K |
|
435
Paychex
PAYX
$42.7B
| $2.49M | ﹤0.01% |
17,133
-7,795
| -31% | -$1.17M |
|
436
Imperial Oil
IMO
$60.4B
| $2.48M | ﹤0.01% |
31,278
+7,588
| +32% | +$542K |
|
437
Qiagen
QGEN
$8.72B
| $2.48M | ﹤0.01% |
51,518
-12,369
| -19% | -$538K |
|
438
Zoetis
ZTS
$30B
| $2.47M | ﹤0.01% |
15,812
-3,939
| -20% | -$625K |
|
439
Kinross Gold
KGC
$32.8B
| $2.43M | ﹤0.01% |
155,566
+144
| +0.1% | +$2.1K |
|
440
TFI International
TFII
$11.5B
| $2.39M | ﹤0.01% |
26,685
-304
| -1% | -$25.7K |
|
441
monday.com
MNDY
$3.94B
| $2.38M | ﹤0.01% |
7,579
+190
| +3% | +$52.9K |
|
442
Martin Marietta Materials
MLM
$33B
| $2.38M | ﹤0.01% |
4,333
+54
| +1% | +$28.5K |
|
443
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
| $2.37M | ﹤0.01% |
32,370
+370
| +1% | +$24.4K |
|
|
P
444
Everpure Inc
P
$29.9B
| $2.36M | ﹤0.01% |
40,994
-13,027
| -24% | -$648K |
|
445
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.87B
| $2.35M | ﹤0.01% |
43,291
-45,465
| -51% | -$2.38M |
|
446
Republic Services
RSG
$65.7B
| $2.34M | ﹤0.01% |
9,505
-383
| -4% | -$94.7K |
|
447
Brown & Brown
BRO
$23.9B
| $2.34M | ﹤0.01% |
21,083
+476
| +2% | +$53.5K |
|
448
Autodesk
ADSK
$52.6B
| $2.33M | ﹤0.01% |
7,539
-300
| -4% | -$85.1K |
|
449
Carrier Global
CARR
$52.8B
| $2.33M | ﹤0.01% |
31,767
+2,999
| +10% | +$203K |
|
450
American Century Focused Dynamic Growth ETF
FDG
$431M
| $2.32M | ﹤0.01% |
+21,272
| New | +$2.08M |
|
Similar funds
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.