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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
KD icon
1151
Kyndryl
KD
$2.96B
$145K ﹤0.01%
3,476
+351
+11% +$12.7K
SKM icon
1152
SK Telecom
SKM
$13B
$145K ﹤0.01%
6,209
– –
MPT
1153
Medical Properties Trust
MPT
$2.48B
$143K ﹤0.01%
33,182
+30,907
+1,359% +$153K
LOPE icon
1154
Grand Canyon Education
LOPE
$3.78B
$142K ﹤0.01%
752
+36
+5% +$6.67K
SCHE icon
1155
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$139K ﹤0.01%
4,607
– –
JNPR
1156
DELISTED
Juniper Networks
JNPR
$137K ﹤0.01%
3,447
+10
+0.3% +$358
BUD icon
1157
AB InBev
BUD
$160B
$134K ﹤0.01%
1,945
+609
+46% +$40.9K
PVH icon
1158
PVH
PVH
$3.99B
$133K ﹤0.01%
1,944
-27
-1% -$1.96K
VIGI icon
1159
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$133K ﹤0.01%
1,481
+412
+39% +$35.6K
ETHE
1160
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$133K ﹤0.01%
+6,388
New +$116K
ABEV icon
1161
Ambev
ABEV
$45.1B
$132K ﹤0.01%
54,780
+44,556
+436% +$108K
VTIP icon
1162
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$132K ﹤0.01%
2,624
+2
+0.1% +$100
DCI icon
1163
Donaldson
DCI
$11.2B
$131K ﹤0.01%
1,876
-1,030
-35% -$69.3K
DSI icon
1164
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$131K ﹤0.01%
1,130
– –
EFG icon
1165
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$131K ﹤0.01%
1,170
-75
-6% -$7.91K
ENVX icon
1166
Enovix
ENVX
$1.04B
$130K ﹤0.01%
14,325
+11,463
+401% +$74.8K
CAE icon
1167
CAE Inc. Common Shares
CAE
$8.67B
$129K ﹤0.01%
4,402
+3,447
+361% +$86.9K
IQDF icon
1168
FlexShares International Quality Dividend Index Fund
IQDF
$1.17B
$129K ﹤0.01%
4,775
– –
WST icon
1169
West Pharmaceutical
WST
$24.6B
$129K ﹤0.01%
589
-486
-45% -$104K
NFRA icon
1170
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$128K ﹤0.01%
2,067
– –
PSEC icon
1171
Prospect Capital
PSEC
$1.15B
$127K ﹤0.01%
40,000
– –
OC icon
1172
Owens Corning
OC
$12.4B
$126K ﹤0.01%
915
+614
+204% +$84.8K
WBD icon
1173
Warner Bros
WBD
$67.6B
$126K ﹤0.01%
11,038
-209
-2% -$1.95K
YUMC icon
1174
Yum China
YUMC
$16.2B
$126K ﹤0.01%
2,830
-40
-1% -$1.79K
WIX icon
1175
WIX.com
WIX
$2.57B
$124K ﹤0.01%
783
+17
+2% +$2.74K
45 46
47
48 49

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Federated Hermes
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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.