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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
HCSG icon
2201
Healthcare Services Group
HCSG
$1.51B
$2K ﹤0.01%
110
– –
HUN icon
2202
Huntsman Corp
HUN
$1.8B
$2K ﹤0.01%
156
-308
-66% -$3.75K
IBEX icon
2203
IBEX
IBEX
$497M
$2K ﹤0.01%
70
– –
ICL icon
2204
ICL Group
ICL
$6.98B
$2K ﹤0.01%
309
– –
IGE icon
2205
iShares North American Natural Resources ETF
IGE
$774M
$2K ﹤0.01%
40
– –
INFL icon
2206
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.54B
$2K ﹤0.01%
38
– –
INTA icon
2207
Intapp
INTA
$3.03B
$2K ﹤0.01%
35
– –
IONS icon
2208
Ionis Pharmaceuticals
IONS
$9.53B
$2K ﹤0.01%
39
-34
-47% -$1.11K
KALU icon
2209
Kaiser Aluminum
KALU
$3.02B
$2K ﹤0.01%
31
-44
-59% -$3K
KELYA icon
2210
Kelly Services Class A
KELYA
$540M
$2K ﹤0.01%
194
+173
+824% +$2.04K
KIE icon
2211
State Street SPDR S&P Insurance ETF
KIE
$679M
$2K ﹤0.01%
27
-50
-65% -$2.9K
KMT icon
2212
Kennametal
KMT
$2.43B
$2K ﹤0.01%
+70
New +$1.46K
LBTYA icon
2213
Liberty Global Class A
LBTYA
$3.5B
$2K ﹤0.01%
226
-109
-33% -$1.09K
HAPN
2214
Happen Inc
HAPN
$2.24B
$2K ﹤0.01%
207
– –
LEG icon
2215
Leggett & Platt
LEG
$1.28B
$2K ﹤0.01%
195
-512
-72% -$4.41K
LQDT icon
2216
Liquidity Services
LQDT
$1.27B
$2K ﹤0.01%
65
– –
MCB icon
2217
Metropolitan Bank Holding Corp
MCB
$1.14B
$2K ﹤0.01%
30
– –
MDGL icon
2218
Madrigal Pharmaceuticals
MDGL
$11.9B
$2K ﹤0.01%
5
– –
MDIV icon
2219
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$427M
$2K ﹤0.01%
150
-8,990
-98% -$142K
MGPI icon
2220
MGP Ingredients
MGPI
$369M
$2K ﹤0.01%
57
-60
-51% -$1.78K
NHI icon
2221
National Health Investors
NHI
$3.6B
$2K ﹤0.01%
35
– –
NKTR icon
2222
Nektar Therapeutics
NKTR
$2.54B
$2K ﹤0.01%
+85
New +$954
NTST
2223
NETSTREIT Corp
NTST
$2.05B
$2K ﹤0.01%
121
+68
+128% +$1.09K
NUVL
2224
DELISTED
Nuvalent
NUVL
$2K ﹤0.01%
25
– –
NVEE
2225
DELISTED
NV5 Global
NVEE
$2K ﹤0.01%
+85
New +$1.7K
87 88
89
90 91

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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.