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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 | |
|---|---|---|---|---|---|---|
1826
Preferred Bank
PFBC
$1.25B
| $10K | ﹤0.01% |
119
+34
| +40% | +$2.8K |
|
1827
Progyny
PGNY
$2.18B
| $10K | ﹤0.01% |
450
| – | – |
|
1828
Progress Software
PRGS
$1.78B
| $10K | ﹤0.01% |
157
+42
| +37% | +$2.56K |
|
1829
LiveRamp
RAMP
$2.3B
| $10K | ﹤0.01% |
291
+174
| +149% | +$5.05K |
|
1830
Riot Platforms
RIOT
$7.34B
| $10K | ﹤0.01% |
893
+440
| +97% | +$3.74K |
|
1831
Gibraltar Industries
ROCK
$1.45B
| $10K | ﹤0.01% |
169
-37
| -18% | -$2.12K |
|
1832
SEACOR Marine Holdings
SMHI
$263M
| $10K | ﹤0.01% |
+2,000
| New | +$10.1K |
|
1833
Synaptics
SYNA
$4.09B
| $10K | ﹤0.01% |
152
-10
| -6% | -$588 |
|
|
TPH
1834
DELISTED
Tri Pointe Homes
TPH
| $10K | ﹤0.01% |
312
-198
| -39% | -$6.08K |
|
1835
Tejon Ranch
TRC
$445M
| $10K | ﹤0.01% |
600
| – | – |
|
|
UCTT
1836
Ultra Clean Holdings
UCTT
$3.72B
| $10K | ﹤0.01% |
412
+308
| +296% | +$6.32K |
|
1837
Veeco
VECO
$3.02B
| $10K | ﹤0.01% |
478
+211
| +79% | +$4.16K |
|
1838
Wolverine World Wide
WWW
$1.55B
| $10K | ﹤0.01% |
580
+117
| +25% | +$1.78K |
|
|
UCB
1839
United Community Banks
UCB
$4.27B
| $10K | ﹤0.01% |
326
-332
| -50% | -$9.22K |
|
|
PRMB
1840
Primo Brands
PRMB
$8.52B
| $10K | ﹤0.01% |
355
+104
| +41% | +$3.32K |
|
1841
Acadia Realty Trust
AKR
$2.78B
| $9K | ﹤0.01% |
460
+22
| +5% | +$426 |
|
1842
argenx
ARGX
$54.2B
| $9K | ﹤0.01% |
17
| – | – |
|
1843
Azenta
AZTA
$1.54B
| $9K | ﹤0.01% |
291
+168
| +137% | +$4.73K |
|
1844
BlackRock Energy and Resources Trust
BGR
$422M
| $9K | ﹤0.01% |
666
| – | – |
|
1845
BILL Holdings
BILL
$4.91B
| $9K | ﹤0.01% |
196
+91
| +87% | +$4.02K |
|
1846
Bank of Hawaii
BOH
$3.1B
| $9K | ﹤0.01% |
132
+13
| +11% | +$864 |
|
1847
Cracker Barrel
CBRL
$1.25B
| $9K | ﹤0.01% |
145
+71
| +96% | +$3.58K |
|
1848
Central Garden & Pet Co
CENT
$2.75B
| $9K | ﹤0.01% |
261
+64
| +32% | +$2.26K |
|
1849
CVR Energy
CVI
$3.26B
| $9K | ﹤0.01% |
348
+94
| +37% | +$2.07K |
|
|
ELME
1850
Elme Communities
ELME
$144M
| $9K | ﹤0.01% |
579
+310
| +115% | +$4.92K |
|
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.