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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
OUT icon
1601
Outfront Media
OUT
$5.26B
$18K ﹤0.01%
1,092
+504
+86% +$7.88K
QLYS icon
1602
Qualys
QLYS
$6.5B
$18K ﹤0.01%
125
+23
+23% +$3.04K
SMG icon
1603
ScottsMiracle-Gro
SMG
$3.61B
$18K ﹤0.01%
269
-104
-28% -$6.01K
SWX icon
1604
Southwest Gas
SWX
$6.63B
$18K ﹤0.01%
241
+191
+382% +$13.8K
UBSI icon
1605
United Bankshares
UBSI
$6.6B
$18K ﹤0.01%
504
+253
+101% +$8.88K
UUP icon
1606
Invesco DB US Dollar Index Bullish Fund
UUP
$414M
$18K ﹤0.01%
+678
New +$18.7K
CCOI icon
1607
Cogent Communications
CCOI
$553M
$17K ﹤0.01%
346
-69
-17% -$3.5K
CDP icon
1608
COPT Defense Properties
CDP
$4.13B
$17K ﹤0.01%
630
-1,358
-68% -$36.8K
CHWY icon
1609
Chewy
CHWY
$9.19B
$17K ﹤0.01%
404
+98
+32% +$3.9K
CYTK icon
1610
Cytokinetics
CYTK
$10.6B
$17K ﹤0.01%
517
-41
-7% -$1.43K
FUL icon
1611
H.B. Fuller
FUL
$3.34B
$17K ﹤0.01%
288
+93
+48% +$5.13K
GEO icon
1612
The GEO Group
GEO
$4.18B
$17K ﹤0.01%
710
-85
-11% -$2.32K
GNTX icon
1613
Gentex
GNTX
$5.04B
$17K ﹤0.01%
767
-209
-21% -$4.57K
HLMN icon
1614
Hillman Solutions
HLMN
$1.75B
$17K ﹤0.01%
2,343
– –
IRT icon
1615
Independence Realty Trust
IRT
$3.93B
$17K ﹤0.01%
965
+4
+0.4% +$75
M icon
1616
Macy's
M
$6.44B
$17K ﹤0.01%
1,431
+295
+26% +$3.42K
MCW
1617
DELISTED
Mister Car Wash
MCW
$17K ﹤0.01%
2,730
-769
-22% -$5.4K
NJR icon
1618
New Jersey Resources
NJR
$5.56B
$17K ﹤0.01%
383
+17
+5% +$797
OI icon
1619
O-I Glass
OI
$1.1B
$17K ﹤0.01%
1,117
+144
+15% +$1.84K
OZK icon
1620
Bank OZK
OZK
$5.66B
$17K ﹤0.01%
359
+169
+89% +$7.39K
RDN icon
1621
Radian Group
RDN
$4.86B
$17K ﹤0.01%
477
+99
+26% +$3.31K
SPYM
1622
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$17K ﹤0.01%
+231
New +$15.5K
SRAD icon
1623
Sportradar
SRAD
$3.93B
$17K ﹤0.01%
+605
New +$14.4K
WKC icon
1624
World Kinect Corp
WKC
$1.89B
$17K ﹤0.01%
572
+90
+19% +$2.39K
MRX
1625
Marex Group Limited Ordinary Shares
MRX
$4.31B
$17K ﹤0.01%
+443
New +$18.4K
63 64
65
66 67

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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.