We are live on ! Find out more
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
OBDC icon
2226
Blue Owl Capital
OBDC
$5.65B
$2K ﹤0.01%
+161
New +$2.29K
OOMA icon
2227
Ooma
OOMA
$593M
$2K ﹤0.01%
135
– –
PGC icon
2228
Peapack-Gladstone Financial
PGC
$798M
$2K ﹤0.01%
+56
New +$1.54K
PINC
2229
DELISTED
Premier
PINC
$2K ﹤0.01%
105
+63
+150% +$1.36K
PLAB icon
2230
Photronics
PLAB
$1.9B
$2K ﹤0.01%
128
-95
-43% -$1.78K
PRA
2231
DELISTED
ProAssurance
PRA
$2K ﹤0.01%
85
-28
-25% -$646
RELY icon
2232
Remitly
RELY
$4.89B
$2K ﹤0.01%
130
– –
SAFE
2233
Safehold
SAFE
$1.1B
$2K ﹤0.01%
105
– –
SAH icon
2234
Sonic Automotive
SAH
$2.57B
$2K ﹤0.01%
23
-77
-77% -$5.18K
SBH icon
2235
Sally Beauty Holdings
SBH
$1.54B
$2K ﹤0.01%
256
-212
-45% -$1.83K
SCHL icon
2236
Scholastic
SCHL
$808M
$2K ﹤0.01%
78
-22
-22% -$401
SMR icon
2237
NuScale Power
SMR
$3.79B
$2K ﹤0.01%
58
– –
SONO icon
2238
Sonos
SONO
$1.86B
$2K ﹤0.01%
166
-62
-27% -$603
SPTN
2239
DELISTED
SpartanNash
SPTN
$2K ﹤0.01%
93
– –
SSRM icon
2240
SSR Mining
SSRM
$6.37B
$2K ﹤0.01%
140
– –
SXC icon
2241
SunCoke Energy
SXC
$802M
$2K ﹤0.01%
191
-166
-46% -$1.44K
TILE icon
2242
Interface
TILE
$2.19B
$2K ﹤0.01%
95
– –
TPG icon
2243
TPG
TPG
$7.89B
$2K ﹤0.01%
+34
New +$1.63K
TS icon
2244
Tenaris
TS
$27.3B
$2K ﹤0.01%
58
-78
-57% -$2.67K
WRLD icon
2245
World Acceptance Corp
WRLD
$877M
$2K ﹤0.01%
10
– –
WS icon
2246
Worthington Steel
WS
$1.94B
$2K ﹤0.01%
72
-128
-64% -$3.29K
WSR
2247
DELISTED
Whitestone REIT
WSR
$2K ﹤0.01%
167
– –
ZIMV
2248
DELISTED
ZimVie
ZIMV
$2K ﹤0.01%
243
+71
+41% +$648
GRAL
2249
GRAIL Inc
GRAL
$3.3B
$2K ﹤0.01%
32
– –
XIFR
2250
XPLR Infrastructure LP
XIFR
$1.07B
$2K ﹤0.01%
230
– –
88 89
90
91 92

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.