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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
(+10%)
Cap. Flow
-$254M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
34.22%
Holding
2,706
New
131
Increased
880
Reduced
1,001
Closed
188
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$393M |
| 2 |
Boston Scientific
BSX
|
+$293M |
| 3 |
Broadcom
AVGO
|
+$238M |
| 4 |
Spotify
SPOT
|
+$221M |
| 5 |
Sherwin-Williams
SHW
|
+$210M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$380M |
| 2 |
Lowe's Companies
LOW
|
+$370M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$287M |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$237M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1101
ENI
E
$79.4B
| $182K | ﹤0.01% |
5,620
+2,215
| +65% | +$65.7K |
|
1102
Toll Brothers
TOL
$14B
| $182K | ﹤0.01% |
1,588
+1,233
| +347% | +$128K |
|
1103
IQVIA
IQV
$39.8B
| $181K | ﹤0.01% |
1,147
-619
| -35% | -$93.2K |
|
1104
iShares Global Healthcare ETF
IXJ
$4.24B
| $181K | ﹤0.01% |
2,098
| – | – |
|
1105
Petrobras
PBR
$118B
| $180K | ﹤0.01% |
14,415
| – | – |
|
1106
APA Corp
APA
$14.4B
| $178K | ﹤0.01% |
9,758
+7,792
| +396% | +$135K |
|
1107
iShares Russell 2500 ETF
SMMD
$3.73B
| $178K | ﹤0.01% |
+2,630
| New | +$167K |
|
1108
Evergy
EVRG
$18.9B
| $176K | ﹤0.01% |
2,565
-447
| -15% | -$30K |
|
1109
iShares Russell 2000 Value ETF
IWN
$14.5B
| $175K | ﹤0.01% |
1,108
-24
| -2% | -$3.57K |
|
1110
Amprius Technologies
AMPX
$1.73B
| $174K | ﹤0.01% |
+41,333
| New | +$116K |
|
1111
LXP Industrial Trust
LXP
$3.58B
| $174K | ﹤0.01% |
4,215
+166
| +4% | +$6.83K |
|
1112
Plains All American Pipeline
PAA
$16.4B
| $174K | ﹤0.01% |
9,500
| – | – |
|
1113
Jacobs Solutions
J
$17.2B
| $173K | ﹤0.01% |
1,314
-13
| -1% | -$1.6K |
|
1114
Knight Transportation
KNX
$11.2B
| $173K | ﹤0.01% |
3,940
+205
| +5% | +$8.72K |
|
|
CHX
1115
DELISTED
ChampionX
CHX
| $172K | ﹤0.01% |
6,903
-459
| -6% | -$11.6K |
|
1116
AptarGroup
ATR
$8.5B
| $171K | ﹤0.01% |
1,094
+68
| +7% | +$10.3K |
|
1117
HubSpot
HUBS
$10.8B
| $171K | ﹤0.01% |
307
-9
| -3% | -$5.27K |
|
1118
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
| $169K | ﹤0.01% |
4,230
-107
| -2% | -$4.04K |
|
1119
iShares International Select Dividend ETF
IDV
$8.53B
| $169K | ﹤0.01% |
4,910
-8,360
| -63% | -$273K |
|
1120
White Mountains Insurance
WTM
$5.04B
| $169K | ﹤0.01% |
94
| – | – |
|
1121
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
| $169K | ﹤0.01% |
1,312
| – | – |
|
1122
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
| $168K | ﹤0.01% |
3,998
| – | – |
|
1123
CubeSmart
CUBE
$9.23B
| $166K | ﹤0.01% |
3,909
+188
| +5% | +$7.79K |
|
1124
International Bancshares
IBOC
$4.53B
| $165K | ﹤0.01% |
2,480
-232
| -9% | -$14.5K |
|
|
STXF
1125
Strive 500 ETF
STXF
$1.16B
| $165K | ﹤0.01% |
4,118
| – | – |
|
Similar funds
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.