BlueSpruce Investments, LP
13F Reported Value
ⓘ$631.2M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BlueSpruce Investments, LP disclosed 10 positions worth $631.2M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 20.5% of the equity portfolio, followed by $META and $TSM. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $GOOG and a full exit from $TMO. The portfolio is most concentrated in Technology (51.0% of disclosed assets). All figures are sourced directly from BlueSpruce Investments, LP’s Form 13F-HR filing with the SEC under CIK 1600285.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$129.1M620,016 sh - 80.9#35
Quality
$111.5M194,859 sh - $108.6M321,496 sh
- 80.2
Quality
$70.3M244,621 sh - 69.8
Quality
$65.2M198,397 sh - 79.4
Quality
$60.7M142,795 sh - 81.7
Quality
$35.2M70,462 sh - 63.9
Quality
$24.1M127,295 sh - 79.9
Quality
$19.2M306,134 sh - 83.7
Quality
$7.2M19,344 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $129.1M | 620,016 |
 Meta Platforms, Inc.$META | 80.9#35 | $111.5M | 194,859 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $108.6M | 321,496 |
 Alphabet Inc.$GOOG | 80.2 | $70.3M | 244,621 |
 STRYKER CORP$SYK | 69.8 | $65.2M | 198,397 |
 S&P Global Inc.$SPGI | 79.4 | $60.7M | 142,795 |
 Mastercard Inc$MA | 81.7 | $35.2M | 70,462 |
 DANAHER CORP /DE/$DHR | 63.9 | $24.1M | 127,295 |
 BOSTON SCIENTIFIC CORP$BSX | 79.9 | $19.2M | 306,134 |
 MICROSOFT CORP$MSFT | 83.7 | $7.2M | 19,344 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BlueSpruce Investments, LP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Technology
$321.8M
Consumer Discretionary
$129.1M
Financials
$95.9M
Healthcare
$84.4M
Full Holdings — BlueSpruce Investments, LP (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $129.1M | 20.5% | -80% | 74.6 |
| 2 | $META | Meta Platforms, Inc. | $111.5M | 17.7% | -78% | 80.9 |
| 3 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $108.6M | 17.2% | -84% | — |
| 4 | $GOOG | Alphabet Inc. | $70.3M | 11.1% | NEW | 80.2 |
| 5 | $SYK | STRYKER CORP | $65.2M | 10.3% | -79% | 69.8 |
| 6 | $SPGI | S&P Global Inc. | $60.7M | 9.6% | -79% | 79.4 |
| 7 | $MA | Mastercard Inc | $35.2M | 5.6% | -84% | 81.7 |
| 8 | $DHR | DANAHER CORP /DE/ | $24.1M | 3.8% | -80% | 63.9 |
| 9 | $BSX | BOSTON SCIENTIFIC CORP | $19.2M | 3.0% | NEW | 79.9 |
| 10 | $MSFT | MICROSOFT CORP | $7.2M | 1.1% | -99% | 83.7 |
Exited Positions (1)
$TMO THERMO FISHER SCIENTIFIC INC.Browse Top Institutional Investors
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