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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
TDC icon
926
Teradata
TDC
$2.58B
$364K ﹤0.01%
16,323
-21,071
-56% -$458K
EXP icon
927
Eagle Materials
EXP
$6.47B
$361K ﹤0.01%
1,785
-2,006
-53% -$432K
R icon
928
Ryder
R
$9.98B
$361K ﹤0.01%
2,273
-38
-2% -$5.58K
STX icon
929
Seagate
STX
$182B
$361K ﹤0.01%
2,502
+81
+3% +$8.38K
CNC icon
930
Centene
CNC
$32.9B
$360K ﹤0.01%
6,629
-2,475
-27% -$145K
HXL icon
931
Hexcel
HXL
$7.63B
$360K ﹤0.01%
6,372
-237
-4% -$12.5K
LSTR icon
932
Landstar System
LSTR
$6.05B
$360K ﹤0.01%
2,593
+399
+18% +$55.3K
CF icon
933
CF Industries
CF
$18.4B
$358K ﹤0.01%
3,883
-1,057
-21% -$90K
HEDJ icon
934
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$358K ﹤0.01%
7,432
– –
SEIC icon
935
SEI Investments
SEIC
$12.6B
$358K ﹤0.01%
3,983
-301
-7% -$24.3K
EMN icon
936
Eastman Chemical
EMN
$8.39B
$356K ﹤0.01%
4,765
-388
-8% -$30.5K
GBTC icon
937
Grayscale Bitcoin Trust
GBTC
$9.61B
$356K ﹤0.01%
+4,197
New +$326K
PRGO icon
938
Perrigo
PRGO
$1.75B
$356K ﹤0.01%
13,311
-153
-1% -$4.01K
FTV icon
939
Fortive
FTV
$18.6B
$351K ﹤0.01%
6,727
-3,320
-33% -$174K
EQH icon
940
Equitable Holdings
EQH
$14.4B
$350K ﹤0.01%
6,233
+5,383
+633% +$277K
ZION icon
941
Zions Bancorporation
ZION
$10.3B
$350K ﹤0.01%
6,755
-4,882
-42% -$229K
DBX icon
942
Dropbox
DBX
$8.07B
$349K ﹤0.01%
12,194
-27,470
-69% -$778K
IPG
943
DELISTED
Interpublic Group of Companies
IPG
$349K ﹤0.01%
14,214
-2,235
-14% -$54.4K
NBIX icon
944
Neurocrine Biosciences
NBIX
$16.8B
$349K ﹤0.01%
2,776
-3,984
-59% -$457K
CINF icon
945
Cincinnati Financial
CINF
$26.7B
$348K ﹤0.01%
2,345
-6,240
-73% -$894K
MTRN icon
946
Materion
MTRN
$5.83B
$348K ﹤0.01%
4,392
+793
+22% +$62.5K
IJS icon
947
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$346K ﹤0.01%
3,485
-686
-16% -$64.8K
CPB icon
948
Campbell Soup
CPB
$6.69B
$344K ﹤0.01%
11,212
-10,951
-49% -$385K
BHF icon
949
Brighthouse Financial
BHF
$3.46B
$343K ﹤0.01%
6,398
-14,700
-70% -$826K
CPK icon
950
Chesapeake Utilities
CPK
$3.18B
$343K ﹤0.01%
2,849
+26
+0.9% +$3.27K
36 37
38
39 40

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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.