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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
CNO icon
1576
CNO Financial Group
CNO
$5.1B
$20K ﹤0.01%
506
-49
-9% -$1.87K
CRDO icon
1577
Credo Technology Group
CRDO
$45.3B
$20K ﹤0.01%
215
+100
+87% +$5.83K
EMGF icon
1578
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$20K ﹤0.01%
393
– –
NTRA icon
1579
Natera
NTRA
$45.8B
$20K ﹤0.01%
120
– –
NBIS
1580
Nebius Group N.V.
NBIS
$48.5B
$20K ﹤0.01%
358
– –
ABG icon
1581
Asbury Automotive
ABG
$3.76B
$19K ﹤0.01%
78
+48
+160% +$11K
ACIW icon
1582
ACI Worldwide
ACIW
$5.28B
$19K ﹤0.01%
412
-118
-22% -$5.8K
BRBR icon
1583
BellRing Brands
BRBR
$1.34B
$19K ﹤0.01%
327
+7
+2% +$467
GNW icon
1584
Genworth Financial
GNW
$3.72B
$19K ﹤0.01%
2,385
+371
+18% +$2.59K
NGG icon
1585
National Grid
NGG
$80.6B
$19K ﹤0.01%
263
-739
-74% -$50.8K
AAP icon
1586
Advance Auto Parts
AAP
$3.27B
$18K ﹤0.01%
394
+5
+1% +$200
ARM icon
1587
Arm
ARM
$285B
$18K ﹤0.01%
110
+10
+10% +$1.24K
CALM icon
1588
Cal-Maine
CALM
$3.89B
$18K ﹤0.01%
181
-26
-13% -$2.48K
CATY icon
1589
Cathay General Bancorp
CATY
$4.26B
$18K ﹤0.01%
387
+66
+21% +$2.8K
CHRD icon
1590
Chord Energy
CHRD
$7.64B
$18K ﹤0.01%
183
+33
+22% +$3.14K
CLSK icon
1591
CleanSpark
CLSK
$3B
$18K ﹤0.01%
1,593
+836
+110% +$7.44K
CORZ icon
1592
Core Scientific
CORZ
$6.35B
$18K ﹤0.01%
+1,030
New +$10.3K
CPRX
1593
DELISTED
Catalyst Pharmaceutical
CPRX
$18K ﹤0.01%
808
+275
+52% +$6.49K
CRK icon
1594
Comstock Resources
CRK
$4.24B
$18K ﹤0.01%
641
-432
-40% -$9.83K
DFIV icon
1595
Dimensional International Value ETF
DFIV
$21.6B
$18K ﹤0.01%
420
-130
-24% -$5.29K
FULT icon
1596
Fulton Financial
FULT
$4.63B
$18K ﹤0.01%
971
-355
-27% -$6.06K
HIW icon
1597
Highwoods Properties
HIW
$3.43B
$18K ﹤0.01%
579
+297
+105% +$8.74K
LYG icon
1598
Lloyds Banking Group
LYG
$88.8B
$18K ﹤0.01%
4,282
-1,348
-24% -$5.36K
MARA icon
1599
Marathon Digital Holdings
MARA
$3.78B
$18K ﹤0.01%
1,160
+724
+166% +$10.4K
OCFT
1600
DELISTED
OneConnect Financial Technology
OCFT
$18K ﹤0.01%
+2,500
New +$16.6K
62 63
64
65 66

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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.