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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
GPI icon
1351
Group 1 Automotive
GPI
$3.16B
$46K ﹤0.01%
107
-2
-2% -$839
OLLI icon
1352
Ollie's Bargain Outlet
OLLI
$4.8B
$46K ﹤0.01%
344
-7,556
-96% -$865K
FHN icon
1353
First Horizon
FHN
$12B
$45K ﹤0.01%
2,140
-818
-28% -$15.6K
VYX icon
1354
NCR Voyix
VYX
$1.09B
$45K ﹤0.01%
3,858
+458
+13% +$4.63K
NPO icon
1355
Enpro
NPO
$7.04B
$44K ﹤0.01%
232
+18
+8% +$3.08K
GT icon
1356
Goodyear
GT
$1.74B
$43K ﹤0.01%
4,144
– –
LEA icon
1357
Lear
LEA
$8.05B
$43K ﹤0.01%
454
+227
+100% +$20K
NBCM icon
1358
Neuberger Commodity Strategy ETF
NBCM
$479M
$43K ﹤0.01%
+1,932
New +$42.5K
PHIN icon
1359
Phinia Inc
PHIN
$2.7B
$43K ﹤0.01%
964
-56
-5% -$2.36K
RRX icon
1360
Regal Rexnord
RRX
$11.5B
$43K ﹤0.01%
299
-5,709
-95% -$716K
SKX
1361
DELISTED
Skechers
SKX
$43K ﹤0.01%
692
+129
+23% +$7.41K
UUUU icon
1362
Energy Fuels
UUUU
$3.57B
$43K ﹤0.01%
7,539
+7,500
+19,231% +$36K
ATMU icon
1363
Atmus Filtration Technologies
ATMU
$4.05B
$42K ﹤0.01%
1,138
+272
+31% +$9.7K
COLB icon
1364
Columbia Banking Systems
COLB
$8.84B
$42K ﹤0.01%
1,790
+624
+54% +$14.5K
GOLF icon
1365
Acushnet Holdings
GOLF
$5.34B
$42K ﹤0.01%
575
+253
+79% +$17.1K
JPST icon
1366
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$42K ﹤0.01%
820
+20
+3% +$1.01K
MFIC icon
1367
MidCap Financial Investment
MFIC
$797M
$42K ﹤0.01%
3,304
– –
NTR icon
1368
Nutrien
NTR
$31.6B
$42K ﹤0.01%
734
-956
-57% -$54K
PR
1369
Permian Resources
PR
$17.8B
$42K ﹤0.01%
3,090
-420
-12% -$5.4K
TPL icon
1370
Texas Pacific Land
TPL
$24.2B
$42K ﹤0.01%
120
-195
-62% -$79.7K
DOCU
1371
DocuSign
DOCU
$11.4B
$41K ﹤0.01%
523
-79
-13% -$6.39K
LII icon
1372
Lennox International
LII
$14.6B
$41K ﹤0.01%
72
-33
-31% -$18.5K
OGN icon
1373
Organon & Co
OGN
$3.58B
$41K ﹤0.01%
4,213
-472
-10% -$4.87K
RRC icon
1374
Range Resources
RRC
$9.41B
$41K ﹤0.01%
1,010
+39
+4% +$1.47K
TM icon
1375
Toyota
TM
$224B
$41K ﹤0.01%
240
-215
-47% -$38.9K
53 54
55
56 57

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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.