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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 | |
|---|---|---|---|---|---|---|
2026
Navient
NAVI
$796M
| $5K | ﹤0.01% |
366
+145
| +66% | +$1.86K |
|
2027
Insperity
NSP
$1.96B
| $5K | ﹤0.01% |
83
-2,290
| -97% | -$160K |
|
2028
Plexus
PLXS
$7.16B
| $5K | ﹤0.01% |
37
+5
| +16% | +$641 |
|
|
RC
2029
Ready Capital
RC
$333M
| $5K | ﹤0.01% |
1,188
+1,080
| +1,000% | +$4.79K |
|
2030
RH
RH
$3.47B
| $5K | ﹤0.01% |
25
+2
| +9% | +$371 |
|
2031
RXO
RXO
$3.52B
| $5K | ﹤0.01% |
340
-206
| -38% | -$3.12K |
|
2032
Southside Bancshares
SBSI
$953M
| $5K | ﹤0.01% |
166
-59
| -26% | -$1.67K |
|
|
SEM
2033
DELISTED
Select Medical
SEM
| $5K | ﹤0.01% |
311
+71
| +30% | +$1.11K |
|
|
SLNO
2034
DELISTED
Soleno Therapeutics
SLNO
| $5K | ﹤0.01% |
+60
| New | +$4.49K |
|
2035
SoundHound AI
SOUN
$3.25B
| $5K | ﹤0.01% |
448
| – | – |
|
2036
S&T Bancorp
STBA
$1.79B
| $5K | ﹤0.01% |
122
-61
| -33% | -$2.23K |
|
2037
Stellantis
STLA
$21B
| $5K | ﹤0.01% |
482
| – | – |
|
2038
Supernus Pharmaceuticals
SUPN
$2.74B
| $5K | ﹤0.01% |
151
-141
| -48% | -$4.52K |
|
2039
Teva Pharmaceuticals
TEVA
$42.1B
| $5K | ﹤0.01% |
351
| – | – |
|
|
UHT
2040
Universal Health Realty Income Trust
UHT
$576M
| $5K | ﹤0.01% |
113
| – | – |
|
2041
Unitil
UTL
$966M
| $5K | ﹤0.01% |
91
| – | – |
|
2042
WisdomTree
WT
$3.36B
| $5K | ﹤0.01% |
454
+162
| +55% | +$1.52K |
|
2043
Wave Life Sciences
WVE
$1.2B
| $5K | ﹤0.01% |
+790
| New | +$5.22K |
|
2044
Yeti Holdings
YETI
$3.99B
| $5K | ﹤0.01% |
149
-161
| -52% | -$4.83K |
|
2045
Zoom
ZM
$31.4B
| $5K | ﹤0.01% |
63
| – | – |
|
|
SEI
2046
Solaris Energy Infrastructure
SEI
$3.86B
| $5K | ﹤0.01% |
172
+155
| +912% | +$3.65K |
|
|
STRZ
2047
Starz Entertainment Corp
STRZ
$408M
| $5K | ﹤0.01% |
+282
| New | +$4.47K |
|
2048
Agios Pharmaceuticals
AGIO
$1.95B
| $4K | ﹤0.01% |
110
| – | – |
|
2049
Arlo Technologies
ARLO
$1.6B
| $4K | ﹤0.01% |
235
+105
| +81% | +$1.34K |
|
2050
AXIS Capital
AXS
$7.43B
| $4K | ﹤0.01% |
+34
| New | +$3.38K |
|
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.