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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 | |
|---|---|---|---|---|---|---|
1651
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
| $15K | ﹤0.01% |
+521
| New | +$14K |
|
|
EHAB
1652
DELISTED
Enhabit
EHAB
| $15K | ﹤0.01% |
1,529
| – | – |
|
1653
FNB Corp
FNB
$6.75B
| $15K | ﹤0.01% |
1,008
+566
| +128% | +$7.65K |
|
1654
Amplify Cybersecurity ETF
HACK
$3.01B
| $15K | ﹤0.01% |
168
| – | – |
|
1655
Iridium Communications
IRDM
$5.23B
| $15K | ﹤0.01% |
513
-126
| -20% | -$3.28K |
|
1656
Kemper
KMPR
$1.55B
| $15K | ﹤0.01% |
230
+80
| +53% | +$4.95K |
|
1657
Kilroy Realty
KRC
$4.32B
| $15K | ﹤0.01% |
440
-61
| -12% | -$1.99K |
|
|
MVF
1658
DELISTED
BlackRock MuniVest Fund
MVF
| $15K | ﹤0.01% |
2,242
| – | – |
|
1659
Nokia
NOK
$51B
| $15K | ﹤0.01% |
2,908
-1,164
| -29% | -$6K |
|
|
NSA
1660
DELISTED
National Storage Affiliates Trust
NSA
| $15K | ﹤0.01% |
455
-115
| -20% | -$4.01K |
|
1661
Insight Enterprises
NSIT
$4.54B
| $15K | ﹤0.01% |
109
-81
| -43% | -$10.9K |
|
1662
NatWest
NWG
$76.3B
| $15K | ﹤0.01% |
1,096
-1,006
| -48% | -$13.3K |
|
|
REVG
1663
DELISTED
REV Group
REVG
| $15K | ﹤0.01% |
324
-223
| -41% | -$8.3K |
|
1664
Roivant Sciences
ROIV
$25.8B
| $15K | ﹤0.01% |
1,309
+310
| +31% | +$3.36K |
|
1665
Telephone and Data Systems
TDS
$3.88B
| $15K | ﹤0.01% |
422
-60
| -12% | -$2.11K |
|
1666
TG Therapeutics
TGTX
$7.52B
| $15K | ﹤0.01% |
415
+16
| +4% | +$596 |
|
1667
Vital Farms
VITL
$483M
| $15K | ﹤0.01% |
395
| – | – |
|
1668
Xerox
XRX
$427M
| $15K | ﹤0.01% |
2,778
+645
| +30% | +$3.15K |
|
|
ETH
1669
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
| $15K | ﹤0.01% |
+638
| New | +$13.2K |
|
1670
Axsome Therapeutics
AXSM
$11.4B
| $14K | ﹤0.01% |
135
+110
| +440% | +$11.6K |
|
1671
Boise Cascade
BCC
$2.96B
| $14K | ﹤0.01% |
157
+51
| +48% | +$4.62K |
|
1672
BGC Group
BGC
$4.86B
| $14K | ﹤0.01% |
1,336
+356
| +36% | +$3.27K |
|
1673
Bankunited
BKU
$3.3B
| $14K | ﹤0.01% |
393
+35
| +10% | +$1.18K |
|
1674
Calix
CALX
$2.4B
| $14K | ﹤0.01% |
261
+39
| +18% | +$1.67K |
|
1675
Coca-Cola Consolidated
COKE
$12.4B
| $14K | ﹤0.01% |
121
-59
| -33% | -$7.13K |
|
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.