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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
CRL icon
726
Charles River Laboratories
CRL
$12.7B
$694K ﹤0.01%
4,578
-2,357
-34% -$314K
DVN icon
727
Devon Energy
DVN
$49B
$692K ﹤0.01%
21,776
-19,111
-47% -$609K
MTUM icon
728
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$692K ﹤0.01%
2,880
-33
-1% -$7.2K
ROK icon
729
Rockwell Automation
ROK
$48.7B
$690K ﹤0.01%
2,083
-801
-28% -$228K
FVR
730
FrontView REIT
FVR
$462M
$690K ﹤0.01%
+57,503
New +$680K
SUSA icon
731
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$688K ﹤0.01%
+5,430
New +$640K
MKC icon
732
McCormick & Company Non-Voting
MKC
$14.3B
$686K ﹤0.01%
9,053
-7,382
-45% -$553K
TDY icon
733
Teledyne Technologies
TDY
$32.1B
$678K ﹤0.01%
1,324
-122
-8% -$58.9K
FOXA icon
734
Fox Class A
FOXA
$26.5B
$677K ﹤0.01%
12,082
-16,009
-57% -$844K
MAS icon
735
Masco
MAS
$14.9B
$677K ﹤0.01%
10,507
-9,564
-48% -$602K
GKOS icon
736
Glaukos
GKOS
$10.8B
$675K ﹤0.01%
6,542
+6,266
+2,270% +$588K
SIG icon
737
Signet Jewelers
SIG
$3.75B
$667K ﹤0.01%
8,382
-498
-6% -$33.1K
CAH icon
738
Cardinal Health
CAH
$55.9B
$665K ﹤0.01%
3,961
-298
-7% -$44.2K
CLX icon
739
Clorox
CLX
$12.8B
$661K ﹤0.01%
5,501
-254
-4% -$33.9K
HYG icon
740
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$659K ﹤0.01%
8,179
– –
BF.A icon
741
Brown-Forman Class A
BF.A
$13.1B
$656K ﹤0.01%
23,890
-211,058
-90% -$6.77M
CHDN icon
742
Churchill Downs
CHDN
$6.1B
$654K ﹤0.01%
6,474
+126
+2% +$12.3K
FTI icon
743
TechnipFMC
FTI
$28.3B
$652K ﹤0.01%
18,935
-24,531
-56% -$740K
ALX
744
Alexander's
ALX
$1.37B
$650K ﹤0.01%
+2,886
New +$621K
ED icon
745
Consolidated Edison
ED
$39.4B
$650K ﹤0.01%
6,481
-115
-2% -$12.2K
HIG icon
746
Hartford Financial Services
HIG
$39B
$650K ﹤0.01%
5,118
-6,469
-56% -$804K
KMX icon
747
CarMax
KMX
$8.34B
$650K ﹤0.01%
9,663
-3,311
-26% -$223K
FDS icon
748
Factset
FDS
$10.2B
$645K ﹤0.01%
1,442
+266
+23% +$117K
VRSN icon
749
VeriSign
VRSN
$26.6B
$645K ﹤0.01%
2,235
-3,912
-64% -$1.06M
TPR icon
750
Tapestry
TPR
$32.6B
$643K ﹤0.01%
7,328
+4,352
+146% +$330K
28 29
30
31 32

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Adage Capital Partners
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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.