We are live on ! Find out more
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
WDS icon
1476
Woodside Energy
WDS
$44.2B
$28K ﹤0.01%
1,834
-153
-8% -$2.14K
ACI icon
1477
Albertsons Companies
ACI
$5.99B
$27K ﹤0.01%
1,273
-532
-29% -$11.6K
ADUS icon
1478
Addus HomeCare
ADUS
$2.24B
$27K ﹤0.01%
233
+77
+49% +$8.32K
CVSA
1479
Covista Inc
CVSA
$4.41B
$27K ﹤0.01%
213
+38
+22% +$4.49K
CASH icon
1480
Pathward Financial
CASH
$1.82B
$27K ﹤0.01%
344
+298
+648% +$22.8K
DOX icon
1481
Amdocs
DOX
$6.24B
$27K ﹤0.01%
293
+80
+38% +$7.15K
GLOB icon
1482
Globant
GLOB
$1.71B
$27K ﹤0.01%
301
-31
-9% -$3.31K
GSHD icon
1483
Goosehead Insurance
GSHD
$2.3B
$27K ﹤0.01%
258
-32
-11% -$3.39K
LNTH icon
1484
Lantheus
LNTH
$6.59B
$27K ﹤0.01%
330
+102
+45% +$8.96K
LUMN icon
1485
Lumen
LUMN
$6.84B
$27K ﹤0.01%
6,241
+696
+13% +$2.7K
MRBK icon
1486
Meridian
MRBK
$233M
$27K ﹤0.01%
+2,126
New +$28.1K
NMIH icon
1487
NMI Holdings
NMIH
$3.34B
$27K ﹤0.01%
641
+132
+26% +$4.96K
BGB
1488
Blackstone Strategic Credit 2027 Term Fund
BGB
$504M
$26K ﹤0.01%
2,110
– –
EOSE icon
1489
Eos Energy Enterprises
EOSE
$1.56B
$26K ﹤0.01%
5,108
+64
+1% +$314
LBRDK icon
1490
Liberty Broadband Class C
LBRDK
$5.19B
$26K ﹤0.01%
266
-105
-28% -$9.41K
MOS icon
1491
The Mosaic Company
MOS
$7.49B
$26K ﹤0.01%
697
+168
+32% +$5.38K
NRO
1492
Neuberger Real Estate Securities Income Fund Inc
NRO
$188M
$26K ﹤0.01%
7,958
– –
UMBF icon
1493
UMB Financial
UMBF
$11.2B
$26K ﹤0.01%
243
-39
-14% -$3.89K
VIRT icon
1494
Virtu Financial
VIRT
$4.92B
$26K ﹤0.01%
582
+285
+96% +$11.5K
CWEN icon
1495
Clearway Energy Class C
CWEN
$7.05B
$25K ﹤0.01%
778
+140
+22% +$4.18K
DXC icon
1496
DXC Technology
DXC
$1.75B
$25K ﹤0.01%
1,647
+214
+15% +$3.29K
DY icon
1497
Dycom Industries
DY
$12.3B
$25K ﹤0.01%
101
-600
-86% -$118K
FHB icon
1498
First Hawaiian
FHB
$3.33B
$25K ﹤0.01%
1,004
-33
-3% -$774
FMC icon
1499
FMC
FMC
$1.32B
$25K ﹤0.01%
606
+11
+2% +$437
GXO icon
1500
GXO Logistics
GXO
$5.46B
$25K ﹤0.01%
512
+122
+31% +$4.86K
58 59
60
61 62

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.