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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
DASH icon
126
DoorDash
DASH
$93.7B
$129M 0.21%
522,714
-98,860
-16% -$19.8M
XBI icon
127
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$124M 0.2%
1,494,666
+62,600
+4% +$4.99M
DE icon
128
Deere & Co
DE
$168B
$124M 0.2%
243,762
+3,037
+1% +$1.49M
URI icon
129
United Rentals
URI
$72.4B
$123M 0.2%
163,552
+159,947
+4,437% +$107M
PNR icon
130
Pentair
PNR
$11B
$123M 0.2%
1,194,664
-8,656
-0.7% -$808K
JNJ icon
131
Johnson & Johnson
JNJ
$625B
$122M 0.2%
797,146
-45,006
-5% -$6.92M
IP icon
132
International Paper
IP
$22B
$121M 0.2%
2,592,637
+45,382
+2% +$2.15M
KRE icon
133
State Street SPDR S&P Regional Banking ETF
KRE
$4.57B
$119M 0.19%
2,001,499
+381,080
+24% +$21.2M
MDT icon
134
Medtronic
MDT
$112B
$119M 0.19%
1,363,264
+326,117
+31% +$27.7M
MRK icon
135
Merck
MRK
$318B
$118M 0.19%
1,490,702
-9,206
-0.6% -$732K
KO icon
136
Coca-Cola
KO
$375B
$116M 0.19%
1,644,033
+5,404
+0.3% +$385K
UNP icon
137
Union Pacific
UNP
$174B
$116M 0.19%
504,431
+5,096
+1% +$1.13M
SAIA icon
138
Saia
SAIA
$9.72B
$114M 0.18%
414,596
+32,683
+9% +$9.31M
FLUT icon
139
Flutter Entertainment
FLUT
$16.4B
$113M 0.18%
394,142
-3,155
-0.8% -$774K
CRWD icon
140
CrowdStrike
CRWD
$218B
$112M 0.18%
882,332
+873,448
+9,832% +$94.7M
WH icon
141
Wyndham Hotels & Resorts
WH
$5.48B
$111M 0.18%
1,364,127
+7,522
+0.6% +$630K
BX icon
142
Blackstone
BX
$110B
$110M 0.18%
733,848
-218,670
-23% -$30M
MANH icon
143
Manhattan Associates
MANH
$11.4B
$108M 0.18%
548,838
-4,775
-0.9% -$867K
BSY icon
144
Bentley Systems
BSY
$10.6B
$105M 0.17%
1,951,363
+68,155
+4% +$3.15M
AME icon
145
Ametek
AME
$58.2B
$105M 0.17%
580,035
+7,913
+1% +$1.36M
A icon
146
Agilent Technologies
A
$41.2B
$105M 0.17%
886,587
-7,304
-0.8% -$809K
VUG icon
147
Vanguard Morningstar Growth ETF
VUG
$230B
$104M 0.17%
1,419,594
-50,292
-3% -$3.31M
GPC icon
148
Genuine Parts
GPC
$18.7B
$98.1M 0.16%
808,418
+171,146
+27% +$20.6M
SBAC icon
149
SBA Communications
SBAC
$19.5B
$97.9M 0.16%
417,074
+72,349
+21% +$16.6M
GEV icon
150
GE Vernova
GEV
$264B
$97.7M 0.16%
184,622
+37
+0% +$15.4K
4 5
6
7 8

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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.