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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
(+10%)
Cap. Flow
-$254M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
34.22%
Holding
2,706
New
131
Increased
880
Reduced
1,001
Closed
188
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$393M |
| 2 |
Boston Scientific
BSX
|
+$293M |
| 3 |
Broadcom
AVGO
|
+$238M |
| 4 |
Spotify
SPOT
|
+$221M |
| 5 |
Sherwin-Williams
SHW
|
+$210M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$380M |
| 2 |
Lowe's Companies
LOW
|
+$370M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$287M |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$237M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1851
FB Financial Corp
FBK
$3.06B
| $9K | ﹤0.01% |
189
-24
| -11% | -$1.04K |
|
1852
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.31B
| $9K | ﹤0.01% |
324
-253
| -44% | -$6.56K |
|
1853
Insteel Industries
IIIN
$636M
| $9K | ﹤0.01% |
250
| – | – |
|
1854
Laureate Education
LAUR
$5.07B
| $9K | ﹤0.01% |
365
+118
| +48% | +$2.53K |
|
1855
LivaNova
LIVN
$4.27B
| $9K | ﹤0.01% |
197
+60
| +44% | +$2.48K |
|
1856
Lindsay Corp
LNN
$1.18B
| $9K | ﹤0.01% |
61
| – | – |
|
1857
M/I Homes
MHO
$3.84B
| $9K | ﹤0.01% |
84
-22
| -21% | -$2.39K |
|
|
MRUS
1858
DELISTED
Merus
MRUS
| $9K | ﹤0.01% |
+170
| New | +$7.99K |
|
1859
Pacira BioSciences
PCRX
$973M
| $9K | ﹤0.01% |
367
+54
| +17% | +$1.36K |
|
1860
Impinj
PI
$5.37B
| $9K | ﹤0.01% |
83
+26
| +46% | +$2.58K |
|
1861
Parsons
PSN
$5.09B
| $9K | ﹤0.01% |
119
+24
| +25% | +$1.58K |
|
1862
Rush Enterprises Class A
RUSHA
$9.45B
| $9K | ﹤0.01% |
169
+24
| +17% | +$1.22K |
|
1863
SiriusPoint
SPNT
$2.65B
| $9K | ﹤0.01% |
421
-28
| -6% | -$515 |
|
|
TGI
1864
DELISTED
Triumph Group
TGI
| $9K | ﹤0.01% |
355
| – | – |
|
1865
Millicom
TIGO
$16B
| $9K | ﹤0.01% |
+244
| New | +$8.36K |
|
|
TRST
1866
Trustco Bank Corp NY
TRST
$950M
| $9K | ﹤0.01% |
271
-2
| -0.7% | -$62 |
|
1867
Under Armour
UAA
$2.33B
| $9K | ﹤0.01% |
1,210
+69
| +6% | +$430 |
|
1868
Visteon
VC
$2.84B
| $9K | ﹤0.01% |
101
+98
| +3,267% | +$8.06K |
|
|
VRNA
1869
DELISTED
Verona Pharma
VRNA
| $9K | ﹤0.01% |
+90
| New | +$6.66K |
|
1870
ABM Industries
ABM
$2.85B
| $8K | ﹤0.01% |
176
+6
| +4% | +$290 |
|
1871
Acadia Pharmaceuticals
ACAD
$5.09B
| $8K | ﹤0.01% |
355
-135
| -28% | -$2.51K |
|
1872
ANI Pharmaceuticals
ANIP
$1.72B
| $8K | ﹤0.01% |
126
+116
| +1,160% | +$7.55K |
|
|
EFOR
1873
Everforth Inc
EFOR
$1.32B
| $8K | ﹤0.01% |
166
+22
| +15% | +$1.2K |
|
1874
Bloom Energy
BE
$62.7B
| $8K | ﹤0.01% |
321
+104
| +48% | +$2.01K |
|
1875
Cars.com
CARS
$638M
| $8K | ﹤0.01% |
684
-2,140
| -76% | -$23.6K |
|
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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.