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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
HAFC icon
1776
Hanmi Financial
HAFC
$939M
$11K ﹤0.01%
427
– –
HOG icon
1777
Harley-Davidson
HOG
$2.72B
$11K ﹤0.01%
485
-24
-5% -$570
IEV icon
1778
iShares Europe ETF
IEV
$1.7B
$11K ﹤0.01%
170
– –
KIDS icon
1779
OrthoPediatrics
KIDS
$608M
$11K ﹤0.01%
535
+37
+7% +$800
LTC
1780
LTC Properties
LTC
$2.12B
$11K ﹤0.01%
306
+94
+44% +$3.31K
MCY icon
1781
Mercury Insurance
MCY
$5.92B
$11K ﹤0.01%
158
+83
+111% +$4.94K
MGNI icon
1782
Magnite
MGNI
$3.47B
$11K ﹤0.01%
+462
New +$6.81K
MMS icon
1783
Maximus
MMS
$2.9B
$11K ﹤0.01%
162
-13
-7% -$913
NWBI icon
1784
Northwest Bancshares
NWBI
$2.27B
$11K ﹤0.01%
857
-163
-16% -$1.98K
PDD icon
1785
Pinduoduo
PDD
$132B
$11K ﹤0.01%
106
-102
-49% -$10.7K
PPBI
1786
DELISTED
Pacific Premier Bancorp
PPBI
$11K ﹤0.01%
537
+305
+131% +$6.34K
PRDO icon
1787
Perdoceo Education
PRDO
$1.97B
$11K ﹤0.01%
351
+46
+15% +$1.36K
RIG icon
1788
Transocean
RIG
$6.39B
$11K ﹤0.01%
4,284
– –
SNDR icon
1789
Schneider National
SNDR
$6.18B
$11K ﹤0.01%
452
-13,888
-97% -$323K
TDW icon
1790
Tidewater
TDW
$4.46B
$11K ﹤0.01%
234
+163
+230% +$6.6K
TR icon
1791
Tootsie Roll Industries
TR
$2.97B
$11K ﹤0.01%
324
+44
+16% +$1.41K
UVSP icon
1792
Univest Financial
UVSP
$1.16B
$11K ﹤0.01%
380
– –
VAC icon
1793
Marriott Vacations Worldwide
VAC
$3.89B
$11K ﹤0.01%
156
-69
-31% -$4.35K
VSEC icon
1794
VSE Corp
VSEC
$6.21B
$11K ﹤0.01%
87
+80
+1,143% +$9.97K
VYGR icon
1795
Voyager Therapeutics
VYGR
$195M
$11K ﹤0.01%
3,513
– –
LOAR icon
1796
Loar Holdings
LOAR
$6.62B
$11K ﹤0.01%
+125
New +$10.8K
BNT
1797
Brookfield Wealth Solutions
BNT
$12.2B
$11K ﹤0.01%
260
– –
ACT icon
1798
Enact Holdings
ACT
$6.67B
$10K ﹤0.01%
263
+248
+1,653% +$8.8K
ADMA icon
1799
ADMA Biologics
ADMA
$2.18B
$10K ﹤0.01%
560
+74
+15% +$1.51K
ADNT icon
1800
Adient
ADNT
$1.44B
$10K ﹤0.01%
534
+207
+63% +$3.06K
70 71
72
73 74

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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.