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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
DTM icon
1326
DT Midstream
DTM
$13.7B
$51K ﹤0.01%
467
+25
+6% +$2.53K
MSGS icon
1327
Madison Square Garden
MSGS
$9.43B
$51K ﹤0.01%
245
-4,466
-95% -$860K
SLAB icon
1328
Silicon Laboratories
SLAB
$7.2B
$51K ﹤0.01%
343
+56
+20% +$6.62K
XPO icon
1329
XPO
XPO
$23.5B
$51K ﹤0.01%
403
+149
+59% +$16.7K
ADC icon
1330
Agree Realty
ADC
$9.22B
$50K ﹤0.01%
680
+11
+2% +$827
FN icon
1331
Fabrinet
FN
$18.9B
$50K ﹤0.01%
171
+43
+34% +$9.58K
JEF icon
1332
Jefferies Financial Group
JEF
$12.8B
$50K ﹤0.01%
912
+299
+49% +$14.8K
MTSI icon
1333
MACOM Technology Solutions
MTSI
$22.7B
$50K ﹤0.01%
347
+106
+44% +$12.4K
PAY icon
1334
Paymentus
PAY
$4.91B
$50K ﹤0.01%
1,524
-2,610
-63% -$87.4K
PRVA icon
1335
Privia Health
PRVA
$2.86B
$50K ﹤0.01%
2,173
-96
-4% -$2.22K
Z icon
1336
Zillow
Z
$7.59B
$50K ﹤0.01%
714
-1,923
-73% -$130K
SCCO icon
1337
Southern Copper
SCCO
$167B
$49K ﹤0.01%
504
+488
+3,050% +$42.4K
SKYY icon
1338
First Trust Cloud Computing ETF
SKYY
$3.22B
$49K ﹤0.01%
402
– –
DINO icon
1339
HF Sinclair
DINO
$15.2B
$48K ﹤0.01%
1,182
-19,651
-94% -$677K
EVR icon
1340
Evercore
EVR
$11.5B
$48K ﹤0.01%
176
+77
+78% +$16.9K
GTES icon
1341
Gates Industrial Corporation Ltd.
GTES
$7.19B
$48K ﹤0.01%
2,069
-119
-5% -$2.4K
IDA icon
1342
Idacorp
IDA
$8.08B
$48K ﹤0.01%
416
-983
-70% -$114K
THG icon
1343
Hanover Insurance
THG
$7.86B
$48K ﹤0.01%
284
-18
-6% -$3.01K
KBH icon
1344
KB Home
KBH
$3.47B
$47K ﹤0.01%
875
-20
-2% -$1.06K
SSNC icon
1345
SS&C Technologies
SSNC
$18.7B
$47K ﹤0.01%
567
-12,766
-96% -$1M
VIOG icon
1346
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.12B
$47K ﹤0.01%
414
– –
XMHQ icon
1347
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$47K ﹤0.01%
475
– –
AR icon
1348
Antero Resources
AR
$11.4B
$46K ﹤0.01%
1,142
+96
+9% +$3.63K
BL icon
1349
BlackLine
BL
$1.7B
$46K ﹤0.01%
805
-10,269
-93% -$530K
DFAI
1350
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$46K ﹤0.01%
+1,339
New +$43.9K
52 53
54
55 56

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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.