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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
HSBC icon
1501
HSBC
HSBC
$355B
$25K ﹤0.01%
406
-458
-53% -$26.1K
OPLN
1502
Openlane
OPLN
$4.53B
$25K ﹤0.01%
1,008
+264
+35% +$5.58K
PIPR icon
1503
Piper Sandler
PIPR
$5.38B
$25K ﹤0.01%
360
-40
-10% -$2.49K
SPHD icon
1504
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$25K ﹤0.01%
529
– –
TMHC
1505
DELISTED
Taylor Morrison
TMHC
$25K ﹤0.01%
399
+57
+17% +$3.31K
VLY icon
1506
Valley National Bancorp
VLY
$8.17B
$25K ﹤0.01%
2,757
+312
+13% +$2.71K
VRNS icon
1507
Varonis Systems
VRNS
$4.81B
$25K ﹤0.01%
494
+317
+179% +$14.4K
LION icon
1508
Lionsgate Studios
LION
$3.52B
$25K ﹤0.01%
+4,238
New +$28.4K
ALE
1509
DELISTED
Allete
ALE
$24K ﹤0.01%
378
+53
+16% +$3.44K
ALKS icon
1510
Alkermes
ALKS
$8.29B
$24K ﹤0.01%
844
+106
+14% +$3.15K
CHCO icon
1511
City Holding Co
CHCO
$2.06B
$24K ﹤0.01%
199
-81
-29% -$9.5K
DYNF icon
1512
BlackRock US Equity Factor Rotation ETF
DYNF
$40B
$24K ﹤0.01%
445
-169
-28% -$8.48K
ESGV icon
1513
Vanguard ESG US Stock ETF
ESGV
$13.6B
$24K ﹤0.01%
+215
New +$21.7K
HCKT icon
1514
Hackett Group
HCKT
$280M
$24K ﹤0.01%
917
– –
JXN icon
1515
Jackson Financial
JXN
$8.81B
$24K ﹤0.01%
275
+3
+1% +$243
KBE icon
1516
State Street SPDR S&P Bank ETF
KBE
$1.73B
$24K ﹤0.01%
422
-50
-11% -$2.6K
LRN icon
1517
Stride
LRN
$3.26B
$24K ﹤0.01%
167
+10
+6% +$1.45K
MUE
1518
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
$24K ﹤0.01%
2,507
– –
NLY icon
1519
Annaly Capital Management
NLY
$17.4B
$24K ﹤0.01%
1,260
-6,471
-84% -$123K
ORA icon
1520
Ormat Technologies
ORA
$7.03B
$24K ﹤0.01%
291
+119
+69% +$8.9K
VNOM icon
1521
Viper Energy
VNOM
$15.4B
$24K ﹤0.01%
644
+243
+61% +$9.83K
VTOL icon
1522
Bristow Group
VTOL
$1.37B
$24K ﹤0.01%
740
+687
+1,296% +$20.7K
WAL icon
1523
Western Alliance Bancorporation
WAL
$8.93B
$24K ﹤0.01%
302
+40
+15% +$2.87K
AA icon
1524
Alcoa
AA
$14.1B
$23K ﹤0.01%
817
-60
-7% -$1.62K
ABCB icon
1525
Ameris Bancorp
ABCB
$5.91B
$23K ﹤0.01%
356
+91
+34% +$5.39K
59 60
61
62 63

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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.