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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
JLL icon
676
Jones Lang LaSalle
JLL
$16.7B
$828K ﹤0.01%
3,237
-2,372
-42% -$544K
PEG icon
677
Public Service Enterprise Group
PEG
$37.7B
$827K ﹤0.01%
9,826
-1,758
-15% -$142K
IBIT icon
678
iShares Bitcoin Trust
IBIT
$48.4B
$824K ﹤0.01%
13,464
+2,255
+20% +$126K
SHEL icon
679
Shell
SHEL
$245B
$823K ﹤0.01%
11,693
-3,708
-24% -$249K
AWK icon
680
American Water Works
AWK
$26.9B
$821K ﹤0.01%
5,912
+119
+2% +$17.1K
ODFL icon
681
Old Dominion Freight Line
ODFL
$44.9B
$821K ﹤0.01%
5,061
-6,680
-57% -$1.07M
VOT icon
682
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$819K ﹤0.01%
2,880
– –
L icon
683
Loews
L
$23.6B
$818K ﹤0.01%
8,931
-8,400
-48% -$737K
EME icon
684
Emcor
EME
$36B
$817K ﹤0.01%
1,527
+63
+4% +$27.8K
ORLA
685
DELISTED
Orla Mining
ORLA
$817K ﹤0.01%
81,500
– –
BKR icon
686
Baker Hughes
BKR
$61.1B
$815K ﹤0.01%
21,253
+6,554
+45% +$247K
FFIV icon
687
F5
FFIV
$22.7B
$813K ﹤0.01%
2,766
-3,343
-55% -$924K
UAL icon
688
United Airlines
UAL
$42.1B
$811K ﹤0.01%
10,179
+4,583
+82% +$338K
SXT icon
689
Sensient Technologies
SXT
$5.53B
$802K ﹤0.01%
8,140
-7,270
-47% -$650K
BOTZ icon
690
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$796K ﹤0.01%
24,380
– –
NRC icon
691
NRC Health Common Stock
NRC
$450M
$791K ﹤0.01%
47,110
– –
ILMN icon
692
Illumina
ILMN
$28.4B
$785K ﹤0.01%
8,218
+799
+11% +$64.8K
VLTO icon
693
Veralto
VLTO
$24B
$777K ﹤0.01%
7,680
-8,506
-53% -$821K
IR icon
694
Ingersoll Rand
IR
$33.7B
$776K ﹤0.01%
9,349
-1,068
-10% -$84.2K
ADM icon
695
Archer Daniels Midland
ADM
$36.9B
$775K ﹤0.01%
14,704
+3,741
+34% +$182K
ROBO icon
696
ROBO Global Robotics & Automation Index ETF
ROBO
$2.11B
$774K ﹤0.01%
12,940
– –
RL icon
697
Ralph Lauren
RL
$23.6B
$762K ﹤0.01%
2,780
+1,103
+66% +$273K
XLE icon
698
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$762K ﹤0.01%
17,966
-8,418
-32% -$351K
CENTA icon
699
Central Garden & Pet Co Class A
CENTA
$2.44B
$761K ﹤0.01%
24,307
-131
-0.5% -$4.09K
GM icon
700
General Motors
GM
$76.8B
$761K ﹤0.01%
15,476
-2,773
-15% -$131K
26 27
28
29 30

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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.