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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
SPXC icon
551
SPX Corp
SPXC
$10.6B
$1.38M ﹤0.01%
8,242
+1,485
+22% +$218K
GLW icon
552
Corning
GLW
$136B
$1.38M ﹤0.01%
26,273
-1,979
-7% -$92.7K
WAT icon
553
Waters Corp
WAT
$40.4B
$1.37M ﹤0.01%
3,933
-2,008
-34% -$690K
GPN icon
554
Global Payments
GPN
$22.8B
$1.37M ﹤0.01%
17,108
-7,936
-32% -$628K
ROST icon
555
Ross Stores
ROST
$81.7B
$1.36M ﹤0.01%
10,653
-23
-0.2% -$3.19K
PHR icon
556
Phreesia
PHR
$769M
$1.35M ﹤0.01%
47,559
-199
-0.4% -$5.05K
VIK icon
557
Viking Holdings
VIK
$46.3B
$1.35M ﹤0.01%
25,363
-92
-0.4% -$4.06K
GIL icon
558
Gildan
GIL
$10.6B
$1.35M ﹤0.01%
27,405
– –
CSGP icon
559
CoStar Group
CSGP
$12.8B
$1.35M ﹤0.01%
16,743
+2
+0% +$156
VLO icon
560
Valero Energy
VLO
$90.7B
$1.35M ﹤0.01%
10,012
-2,268
-18% -$283K
DRI icon
561
Darden Restaurants
DRI
$24.9B
$1.34M ﹤0.01%
6,151
+29
+0.5% +$6.02K
FCX icon
562
Freeport-McMoran
FCX
$98.7B
$1.33M ﹤0.01%
30,644
-3,375
-10% -$128K
ACWX icon
563
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.32M ﹤0.01%
21,714
-495
-2% -$28.6K
B
564
Barrick Mining
B
$68.5B
$1.32M ﹤0.01%
63,601
-2,030
-3% -$39.7K
PFF icon
565
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.32M ﹤0.01%
42,978
-26,686
-38% -$803K
CCI icon
566
Crown Castle
CCI
$31.3B
$1.3M ﹤0.01%
12,679
-5,095
-29% -$516K
PCAR icon
567
PACCAR
PCAR
$69.1B
$1.3M ﹤0.01%
13,639
-306
-2% -$28.3K
GTLB icon
568
GitLab
GTLB
$6.88B
$1.29M ﹤0.01%
+28,690
New +$1.31M
MPLX icon
569
MPLX
MPLX
$59.5B
$1.29M ﹤0.01%
25,081
+200
+0.8% +$10.2K
HOOD icon
570
Robinhood
HOOD
$85B
$1.28M ﹤0.01%
+13,693
New +$810K
VST icon
571
Vistra
VST
$48.2B
$1.28M ﹤0.01%
6,581
-6,559
-50% -$971K
EBAY icon
572
eBay
EBAY
$47.9B
$1.27M ﹤0.01%
17,045
-11,319
-40% -$802K
GDDY icon
573
GoDaddy
GDDY
$11.6B
$1.26M ﹤0.01%
6,994
-3,878
-36% -$696K
EW icon
574
Edwards Lifesciences
EW
$53B
$1.26M ﹤0.01%
16,096
-1,005
-6% -$75K
WELL icon
575
Welltower
WELL
$169B
$1.26M ﹤0.01%
8,188
+465
+6% +$69.5K
21 22
23
24 25

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.