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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
PANL icon
1751
Pangaea Logistics
PANL
$479M
$12K ﹤0.01%
+2,500
New +$11.1K
PII icon
1752
Polaris
PII
$3.97B
$12K ﹤0.01%
298
+67
+29% +$2.52K
SHOO icon
1753
Steven Madden
SHOO
$3.58B
$12K ﹤0.01%
487
+65
+15% +$1.52K
THRM icon
1754
Gentherm
THRM
$1.27B
$12K ﹤0.01%
427
+319
+295% +$8.47K
WD icon
1755
Walker & Dunlop
WD
$1.49B
$12K ﹤0.01%
171
+50
+41% +$3.61K
CNR
1756
Core Natural Resources Inc
CNR
$4.67B
$12K ﹤0.01%
173
-11
-6% -$782
KRMN
1757
Karman Holdings
KRMN
$8.24B
$12K ﹤0.01%
+230
New +$9.25K
ACLS icon
1758
Axcelis
ACLS
$4.1B
$11K ﹤0.01%
163
-25
-13% -$1.43K
AFG icon
1759
American Financial Group
AFG
$11.9B
$11K ﹤0.01%
85
-62
-42% -$7.76K
AFRM icon
1760
Affirm
AFRM
$25.3B
$11K ﹤0.01%
164
– –
AMKR icon
1761
Amkor Technology
AMKR
$13.1B
$11K ﹤0.01%
542
+325
+150% +$6K
AORT icon
1762
Artivion
AORT
$1.28B
$11K ﹤0.01%
353
+50
+17% +$1.35K
AZZ icon
1763
AZZ Inc
AZZ
$4.58B
$11K ﹤0.01%
108
-26
-19% -$2.29K
BANR icon
1764
Banner Corp
BANR
$2.43B
$11K ﹤0.01%
179
+51
+40% +$3.15K
BFS
1765
Saul Centers
BFS
$839M
$11K ﹤0.01%
334
+206
+161% +$6.95K
BLMN icon
1766
Bloomin' Brands
BLMN
$944M
$11K ﹤0.01%
1,222
+461
+61% +$3.7K
CHEF icon
1767
Chefs' Warehouse
CHEF
$4.44B
$11K ﹤0.01%
165
+58
+54% +$3.44K
CXW icon
1768
CoreCivic
CXW
$3.26B
$11K ﹤0.01%
528
-27
-5% -$582
DIOD icon
1769
Diodes
DIOD
$4.65B
$11K ﹤0.01%
205
-187
-48% -$8.22K
DTD icon
1770
WisdomTree US Total Dividend Fund
DTD
$1.69B
$11K ﹤0.01%
140
– –
ESGR
1771
DELISTED
Enstar Group
ESGR
$11K ﹤0.01%
31
– –
EXTR icon
1772
Extreme Networks
EXTR
$3.09B
$11K ﹤0.01%
604
+24
+4% +$354
FR icon
1773
First Industrial Realty Trust
FR
$8.36B
$11K ﹤0.01%
226
-241
-52% -$11.7K
GFF icon
1774
Griffon
GFF
$4.75B
$11K ﹤0.01%
155
-25
-14% -$1.74K
GLTR icon
1775
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.71B
$11K ﹤0.01%
+76
New +$10.2K
69 70
71
72 73

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Caisse de Depot et Placement du Quebec (CDPQ)
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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.