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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
ISRG icon
26
Intuitive Surgical
ISRG
$134B
$428M 0.7%
788,328
+371,806
+89% +$194M
BJ icon
27
BJs Wholesale Club
BJ
$12.3B
$428M 0.69%
3,969,370
-217,390
-5% -$24.8M
VOO icon
28
Vanguard S&P 500 ETF
VOO
$1.01T
$420M 0.68%
739,733
-49,021
-6% -$25.8M
NOC icon
29
Northrop Grumman
NOC
$81.2B
$399M 0.65%
798,097
+2,258
+0.3% +$1.11M
ORLY icon
30
O'Reilly Automotive
ORLY
$76.3B
$393M 0.64%
4,356,249
+415,689
+11% +$37.9M
SPOT icon
31
Spotify
SPOT
$100B
$388M 0.63%
505,329
+345,048
+215% +$221M
ORCL icon
32
Oracle
ORCL
$423B
$387M 0.63%
1,769,633
+160,379
+10% +$25.9M
MCK icon
33
McKesson
MCK
$101B
$385M 0.62%
524,801
-33,280
-6% -$23.5M
MELI icon
34
Mercado Libre
MELI
$92.3B
$373M 0.61%
142,668
-49,322
-26% -$115M
MA icon
35
Mastercard
MA
$493B
$370M 0.6%
657,997
-2,764
-0.4% -$1.53M
ETN icon
36
Eaton
ETN
$174B
$352M 0.57%
987,306
+2,368
+0.2% +$729K
MSCI icon
37
MSCI
MSCI
$40.9B
$341M 0.55%
590,602
-290
-0% -$161K
CRH icon
38
CRH
CRH
$66.8B
$338M 0.55%
3,677,842
-4,993
-0.1% -$455K
COP icon
39
ConocoPhillips
COP
$141B
$327M 0.53%
3,640,376
-3,080
-0.1% -$277K
SPGI icon
40
S&P Global
SPGI
$120B
$317M 0.51%
600,839
+11,510
+2% +$5.74M
TRU icon
41
TransUnion
TRU
$15.3B
$317M 0.51%
3,597,366
-434,723
-11% -$36.3M
BKNG icon
42
Booking.com
BKNG
$161B
$316M 0.51%
1,363,400
-1,900
-0.1% -$389K
BSX icon
43
Boston Scientific
BSX
$71.5B
$314M 0.51%
2,919,801
+2,899,653
+14,392% +$293M
IT icon
44
Gartner
IT
$11.7B
$299M 0.49%
740,284
-4,930
-0.7% -$2.06M
BN icon
45
Brookfield
BN
$108B
$299M 0.48%
7,243,301
-19,314
-0.3% -$716K
USFD icon
46
US Foods
USFD
$24B
$291M 0.47%
3,777,995
-10,701
-0.3% -$763K
AMAT icon
47
Applied Materials
AMAT
$428B
$289M 0.47%
1,581,298
+524,523
+50% +$83.1M
NDAQ icon
48
Nasdaq
NDAQ
$52.9B
$289M 0.47%
3,233,414
-149,662
-4% -$11.9M
CTVA icon
49
Corteva
CTVA
$51.3B
$270M 0.44%
3,618,315
+2,248
+0.1% +$150K
AEE icon
50
Ameren
AEE
$30.1B
$269M 0.44%
2,803,741
-12,146
-0.4% -$1.18M
1
2
3 4 5

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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.