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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
AVEM icon
1526
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$23K ﹤0.01%
+334
New +$21K
CRVL icon
1527
CorVel
CRVL
$3.1B
$23K ﹤0.01%
226
-93
-29% -$10.3K
DB icon
1528
Deutsche Bank
DB
$71.9B
$23K ﹤0.01%
770
– –
FCNCP icon
1529
First Citizens BancShares 5.375% Series A Preferred Stock
FCNCP
$274M
$23K ﹤0.01%
+1,051
New +$22K
FIVE icon
1530
Five Below
FIVE
$13B
$23K ﹤0.01%
174
-322
-65% -$31.4K
GMS
1531
DELISTED
GMS Inc
GMS
$23K ﹤0.01%
213
+25
+13% +$1.93K
HURN icon
1532
Huron Consulting
HURN
$2.46B
$23K ﹤0.01%
166
– –
BRSL
1533
Brightstar Lottery PLC
BRSL
$2.06B
$23K ﹤0.01%
1,449
+148
+11% +$2.33K
NOV icon
1534
NOV
NOV
$7.41B
$23K ﹤0.01%
1,798
-148
-8% -$1.86K
RELX icon
1535
RELX
RELX
$61.8B
$23K ﹤0.01%
425
-117
-22% -$6.19K
SBRA icon
1536
Sabra Healthcare REIT
SBRA
$5.11B
$23K ﹤0.01%
1,256
+47
+4% +$834
TMDX icon
1537
Transmedics
TMDX
$2.99B
$23K ﹤0.01%
173
+16
+10% +$1.76K
TRS icon
1538
TriMas Corp
TRS
$1.42B
$23K ﹤0.01%
800
-4,845
-86% -$119K
ZWS icon
1539
Zurn Elkay Water Solutions
ZWS
$8.6B
$23K ﹤0.01%
626
-233
-27% -$8.02K
ACA icon
1540
Arcosa
ACA
$7.12B
$22K ﹤0.01%
249
+122
+96% +$10.2K
BPMC
1541
DELISTED
Blueprint Medicines
BPMC
$22K ﹤0.01%
174
+14
+9% +$1.45K
BYD icon
1542
Boyd Gaming
BYD
$6.03B
$22K ﹤0.01%
274
+71
+35% +$5.07K
CROX icon
1543
Crocs
CROX
$6.39B
$22K ﹤0.01%
211
+1
+0.5% +$102
EPR icon
1544
EPR Properties
EPR
$4.59B
$22K ﹤0.01%
380
+27
+8% +$1.42K
FTS icon
1545
Fortis
FTS
$28.6B
$22K ﹤0.01%
452
– –
GDO
1546
Western Asset Global Corporate Defined Opportunity Fund
GDO
$77.4M
$22K ﹤0.01%
1,905
– –
GVA icon
1547
Granite Construction
GVA
$5.47B
$22K ﹤0.01%
233
+59
+34% +$4.97K
MYRG icon
1548
MYR Group
MYRG
$5.12B
$22K ﹤0.01%
122
+84
+221% +$12.3K
PNTG icon
1549
Pennant Group
PNTG
$1.34B
$22K ﹤0.01%
751
– –
UNFI icon
1550
United Natural Foods
UNFI
$2.86B
$22K ﹤0.01%
943
-196
-17% -$5.11K
60 61
62
63 64

Similar funds

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Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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.