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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 | |
|---|---|---|---|---|---|---|
1426
Aegon
AEG
$13.9B
| $32K | ﹤0.01% |
4,363
+38
| +0.9% | +$254 |
|
1427
CNX Resources
CNX
$5.35B
| $32K | ﹤0.01% |
953
+154
| +19% | +$4.85K |
|
|
GTLS
1428
DELISTED
Chart Industries
GTLS
| $32K | ﹤0.01% |
193
+93
| +93% | +$13.7K |
|
1429
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
| $32K | ﹤0.01% |
848
| – | – |
|
1430
Ingredion
INGR
$6.6B
| $32K | ﹤0.01% |
236
+70
| +42% | +$9.45K |
|
1431
Mizuho Financial
MFG
$127B
| $32K | ﹤0.01% |
5,700
| – | – |
|
1432
Park Hotels & Resorts
PK
$2.89B
| $32K | ﹤0.01% |
3,082
+2,411
| +359% | +$24.6K |
|
1433
Schwab US TIPS ETF
SCHP
$16.2B
| $32K | ﹤0.01% |
+1,208
| New | +$32K |
|
1434
SiTime
SITM
$20.1B
| $32K | ﹤0.01% |
146
+18
| +14% | +$3.25K |
|
1435
Spire
SR
$4.87B
| $32K | ﹤0.01% |
446
+16
| +4% | +$1.2K |
|
1436
Advanced Energy
AEIS
$13.1B
| $31K | ﹤0.01% |
234
+116
| +98% | +$12.8K |
|
1437
Acuity Brands
AYI
$10.7B
| $31K | ﹤0.01% |
106
-2
| -2% | -$518 |
|
1438
Carvana
CVNA
$79.2B
| $31K | ﹤0.01% |
455
-20
| -4% | -$1.1K |
|
1439
Global X Autonomous & Electric Vehicles ETF
DRIV
$392M
| $31K | ﹤0.01% |
1,350
+1,250
| +1,250% | +$26.9K |
|
1440
Helix Energy Solutions
HLX
$1.5B
| $31K | ﹤0.01% |
5,045
+3,576
| +243% | +$23.7K |
|
1441
iShares US Industrials ETF
IYJ
$1.95B
| $31K | ﹤0.01% |
+220
| New | +$29.3K |
|
1442
Sylvamo
SLVM
$1.58B
| $31K | ﹤0.01% |
616
-106
| -15% | -$5.97K |
|
1443
Wheaton Precious Metals
WPM
$61B
| $31K | ﹤0.01% |
349
-668
| -66% | -$56.2K |
|
1444
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
| $30K | ﹤0.01% |
870
-5,950
| -87% | -$202K |
|
1445
Brinker International
EAT
$9.49B
| $30K | ﹤0.01% |
168
-1
| -0.6% | -$157 |
|
1446
Frontdoor
FTDR
$5.76B
| $30K | ﹤0.01% |
515
+393
| +322% | +$19.7K |
|
1447
Hims & Hers Health
HIMS
$7.06B
| $30K | ﹤0.01% |
607
+312
| +106% | +$14.1K |
|
1448
Janus Henderson AAA CLO ETF
JAAA
$29.8B
| $30K | ﹤0.01% |
+597
| New | +$30.1K |
|
1449
KBR
KBR
$4.74B
| $30K | ﹤0.01% |
617
+266
| +76% | +$13.8K |
|
1450
Korn Ferry
KFY
$4.25B
| $30K | ﹤0.01% |
411
+120
| +41% | +$7.99K |
|
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.