BlueSpruce Investments, LP

Portfolio Overview

BlueSpruce Investments, LP disclosed 18 positions worth $650.4M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 31.9% of the equity portfolio, followed by $AMZN and $META. During the quarter the fund opened 12 new positions and exited 4 — including a new stake in $AVGO and a full exit from $SPGI. The portfolio is most concentrated in Technology (69.4% of disclosed assets). All figures are sourced directly from BlueSpruce Investments, LP’s Form 13F-HR filing with the SEC under CIK 1600285.

• 

  TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

  $TSM

  —

  Quality

  $207.5M434,582 sh
• 

  AMAZON COM INC

  $AMZN

  68.4#301

  Quality

  $187.9M788,506 sh
• 

  Meta Platforms, Inc.

  $META

  79.6#34

  Quality

  $133.9M237,786 sh
• 

  Alphabet Inc.

  $GOOG

  78.1

  Quality

  $58.2M162,918 sh
• 

  Broadcom Inc.

  $AVGO

  84.4

  Quality

  $50.0M132,451 sh
• 

  MSCI Inc.

  $MSCI

  75.5

  Quality

  $2.2M3,874 sh
• 

  STRYKER CORP

  $SYK

  71.9

  Quality

  $2.0M6,474 sh
• 

  Mastercard Inc

  $MA

  85.0

  Quality

  $1.8M3,512 sh
• 

  MOODYS CORP /DE/

  $MCO

  78.8

  Quality

  $1.5M3,418 sh
• 

  ASML HOLDING NV

  $ASML

  —

  Quality

  $917.1K461 sh

Company	Quality	Value	Shares
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$207.5M	434,582
AMAZON COM INC$AMZN	68.4#301	$187.9M	788,506
Meta Platforms, Inc.$META	79.6#34	$133.9M	237,786
Alphabet Inc.$GOOG	78.1	$58.2M	162,918
Broadcom Inc.$AVGO	84.4	$50.0M	132,451
MSCI Inc.$MSCI	75.5	$2.2M	3,874
STRYKER CORP$SYK	71.9	$2.0M	6,474
Mastercard Inc$MA	85.0	$1.8M	3,512
MOODYS CORP /DE/$MCO	78.8	$1.5M	3,418
ASML HOLDING NV$ASML	—	$917.1K	461

Showing top 10 of 18 holdings.

Full Holdings — BlueSpruce Investments, LP (Q2 2026)

All 18 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	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$207.5M	31.9%	+35%	—
2	$AMZN	AMAZON COM INC	$187.9M	28.9%	+27%	68.4
3	$META	Meta Platforms, Inc.	$133.9M	20.6%	+22%	79.6
4	$GOOG	Alphabet Inc.	$58.2M	8.9%	-33%	78.1
5	$AVGO	Broadcom Inc.	$50.0M	7.7%	NEW	84.4
6	$MSCI	MSCI Inc.	$2.2M	0.3%	NEW	75.5
7	$SYK	STRYKER CORP	$2.0M	0.3%	-97%	71.9
8	$MA	Mastercard Inc	$1.8M	0.3%	-95%	85
9	$MCO	MOODYS CORP /DE/	$1.5M	0.2%	NEW	78.8
10	$ASML	ASML HOLDING NV	$917,132	0.1%	NEW	—
11	$GE	GENERAL ELECTRIC CO	$814,731	0.1%	NEW	73.6
12	$V	VISA INC.	$712,598	0.1%	NEW	82.7
13	$ISRG	INTUITIVE SURGICAL INC	$509,030	0.1%	NEW	79.7
14	$AAPL	Apple Inc.	$480,916	0.1%	NEW	76.3
15	$NVDA	NVIDIA CORP	$445,801	0.1%	NEW	85.9
16	$HLT	Hilton Worldwide Holdings Inc.	$438,190	0.1%	NEW	62.9
17	$TJX	TJX COMPANIES INC /DE/	$423,140	0.1%	NEW	68.4
18	$IDXX	IDEXX LABORATORIES INC /DE	$400,621	0.1%	NEW	73.5