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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
F icon
776
Ford
F
$55.5B
$580K ﹤0.01%
53,501
+6,630
+14% +$67.5K
IXP icon
777
iShares Global Comm Services ETF
IXP
$571M
$578K ﹤0.01%
5,142
– –
CGNX icon
778
Cognex
CGNX
$10.8B
$577K ﹤0.01%
18,200
-15,274
-46% -$438K
MPWR icon
779
Monolithic Power Systems
MPWR
$68.3B
$576K ﹤0.01%
788
+103
+15% +$65.6K
FBIN icon
780
Fortune Brands Innovations
FBIN
$5.75B
$566K ﹤0.01%
10,990
-4,221
-28% -$221K
HOMB icon
781
Home BancShares
HOMB
$6.16B
$563K ﹤0.01%
19,783
-15,821
-44% -$440K
FANG icon
782
Diamondback Energy
FANG
$54.7B
$556K ﹤0.01%
4,043
-2,762
-41% -$383K
FE icon
783
FirstEnergy
FE
$27.1B
$556K ﹤0.01%
13,807
+112
+0.8% +$4.62K
PKG icon
784
Packaging Corp of America
PKG
$22.7B
$553K ﹤0.01%
2,934
-555
-16% -$105K
RF icon
785
Regions Financial
RF
$26.8B
$553K ﹤0.01%
23,492
-4,713
-17% -$99.8K
WSC icon
786
WillScot Mobile Mini Holdings
WSC
$4.34B
$552K ﹤0.01%
20,144
-1,832,465
-99% -$48.8M
MCHI icon
787
iShares MSCI China ETF
MCHI
$6.4B
$551K ﹤0.01%
10,000
– –
TXT icon
788
Textron
TXT
$15.4B
$550K ﹤0.01%
6,843
+298
+5% +$21.6K
SFM icon
789
Sprouts Farmers Market
SFM
$8.04B
$549K ﹤0.01%
3,335
+73
+2% +$11.9K
LECO icon
790
Lincoln Electric
LECO
$15.3B
$547K ﹤0.01%
2,640
-3,349
-56% -$640K
STVN icon
791
Stevanato
STVN
$5.56B
$542K ﹤0.01%
22,190
+8,939
+67% +$202K
CTRA
792
DELISTED
Coterra Energy
CTRA
$541K ﹤0.01%
21,295
+5,090
+31% +$129K
FWRG icon
793
First Watch Restaurant Group
FWRG
$732M
$539K ﹤0.01%
33,609
– –
CHT icon
794
Chunghwa Telecom
CHT
$32.7B
$537K ﹤0.01%
11,515
+100
+0.9% +$4.26K
CHRW icon
795
C.H. Robinson
CHRW
$17.4B
$534K ﹤0.01%
5,560
-5,591
-50% -$524K
DOV icon
796
Dover
DOV
$28.4B
$532K ﹤0.01%
2,898
-6,101
-68% -$1.06M
VXUS icon
797
Vanguard Total International Stock ETF
VXUS
$162B
$532K ﹤0.01%
7,690
– –
BSV icon
798
Vanguard Short-Term Bond ETF
BSV
$45.6B
$529K ﹤0.01%
6,723
-7,094
-51% -$555K
SLM icon
799
SLM Corp
SLM
$5.18B
$528K ﹤0.01%
16,118
-31,042
-66% -$950K
LNT icon
800
Alliant Energy
LNT
$17.8B
$524K ﹤0.01%
8,661
-11,321
-57% -$693K
30 31
32
33 34

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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.