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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 | |
|---|---|---|---|---|---|---|
1126
Brixmor Property Group
BRX
$9.09B
| $164K | ﹤0.01% |
6,278
+250
| +4% | +$6.35K |
|
1127
AllianceBernstein
AB
$3.46B
| $163K | ﹤0.01% |
+4,001
| New | +$157K |
|
1128
CuriosityStream
CURI
$166M
| $162K | ﹤0.01% |
28,854
| – | – |
|
1129
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
| $162K | ﹤0.01% |
1,685
| – | – |
|
1130
Saic
SAIC
$5.3B
| $162K | ﹤0.01% |
1,440
-63
| -4% | -$7.18K |
|
1131
Alcon
ALC
$36.7B
| $161K | ﹤0.01% |
1,815
+780
| +75% | +$70K |
|
1132
Steel Dynamics
STLD
$37.8B
| $161K | ﹤0.01% |
1,258
+119
| +10% | +$15.2K |
|
1133
ACV Auctions
ACVA
$1.27B
| $160K | ﹤0.01% |
9,911
| – | – |
|
1134
JB Hunt Transport Services
JBHT
$24.9B
| $160K | ﹤0.01% |
1,114
+458
| +70% | +$63.4K |
|
1135
PPG Industries
PPG
$25.8B
| $158K | ﹤0.01% |
1,396
-149
| -10% | -$16.1K |
|
1136
Weyerhaeuser
WY
$18B
| $158K | ﹤0.01% |
6,185
-2,096
| -25% | -$54.8K |
|
1137
ATI
ATI
$31.3B
| $157K | ﹤0.01% |
1,813
+1,151
| +174% | +$78.8K |
|
1138
Cboe Global Markets
CBOE
$29.5B
| $157K | ﹤0.01% |
675
-42
| -6% | -$9.35K |
|
1139
Wipro
WIT
$19.5B
| $155K | ﹤0.01% |
51,250
+800
| +2% | +$2.33K |
|
1140
Alexandria Real Estate Equities
ARE
$8.28B
| $153K | ﹤0.01% |
2,104
-446,951
| -100% | -$33.2M |
|
1141
Pinterest
PINS
$13.4B
| $153K | ﹤0.01% |
4,259
-57
| -1% | -$1.73K |
|
1142
Dynatrace
DT
$14.4B
| $152K | ﹤0.01% |
2,753
-778
| -22% | -$39K |
|
1143
iShares Biotechnology ETF
IBB
$9.81B
| $152K | ﹤0.01% |
1,200
-1,875
| -61% | -$230K |
|
1144
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
| $150K | ﹤0.01% |
1,125
-975
| -46% | -$122K |
|
1145
Sun Communities
SUI
$14.5B
| $150K | ﹤0.01% |
1,186
+33
| +3% | +$4.09K |
|
1146
Box
BOX
$4.55B
| $148K | ﹤0.01% |
4,329
+36
| +0.8% | +$1.18K |
|
1147
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $148K | ﹤0.01% |
+1,799
| New | +$141K |
|
1148
Everest Group
EG
$14B
| $148K | ﹤0.01% |
435
+12
| +3% | +$4.14K |
|
1149
American Homes 4 Rent
AMH
$12.2B
| $147K | ﹤0.01% |
4,065
-248
| -6% | -$9.18K |
|
|
TGNA
1150
DELISTED
TEGNA Inc
TGNA
| $147K | ﹤0.01% |
8,736
-254
| -3% | -$4.22K |
|
Similar funds
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.