BlueSpruce Investments, LP — 13F Holdings & Portfolio

CIK 1600285 · latest 13F-HR filed 2026-08-14

BlueSpruce Investments, LP manages $650.4M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (31.91%), AMZN (28.90%), META (20.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 4, added to 3, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
15 EAST OAK STREET
SUITE 300
CHICAGO, IL 60611
Phone
(312) 533-3800
Filing Manager
BlueSpruce Investments, LP
CHICAGO, IL
Signatory
Edward J. Ludwig IV
CFO & CCO
Loading holdings…
AUM

$650.4M

Long-equity book

Holdings

18

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+12 / −4 / ↑3 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$98.9M +91.0%
  • AMAZON COM INC$58.8M +45.5%
  • META PLATFORMS INC$22.5M +20.1%
Show all 3 →

Top Trims

  • STRYKER CORPORATION-$63.2M -96.9%
  • MASTERCARD INCORPORATED-$33.4M -94.9%
  • ALPHABET INC-$12.1M -17.2%
Show all 3 →

New Positions

  • BROADCOM INC$50.0M
  • MSCI INC$2.2M
  • MOODYS CORP$1.5M
  • ASML HLDG NV$917.1K
  • GE AEROSPACE$814.7K
Show all 12 →

Exited Positions

  • S&P GLOBAL INC$60.7M
  • DANAHER CORP DEL$24.1M
  • BOSTON SCIENTIFIC CORP$19.2M
  • MICROSOFT CORP$7.2M
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $207.5M 31.91% 434,582 SH
2 AMAZON COM INC AMZN 023135106 $187.9M 28.90% 788,506 SH
3 META PLATFORMS INC META 30303M102 $133.9M 20.59% 237,786 SH
4 ALPHABET INC GOOGL 02079K305 $58.2M 8.95% 162,918 SH
5 BROADCOM INC AVGO 11135F101 $50.0M 7.69% 132,451 SH
6 MSCI INC MSCI 55354G100 $2.2M 0.33% 3,874 SH
7 STRYKER CORPORATION SYK 863667101 $2.0M 0.31% 6,474 SH
8 MASTERCARD INCORPORATED MA 57636Q104 $1.8M 0.28% 3,512 SH
9 MOODYS CORP MCO 615369105 $1.5M 0.24% 3,418 SH
10 ASML HLDG NV ASML N07059210 $917.1K 0.14% 461 SH
11 GE AEROSPACE GE 369604301 $814.7K 0.13% 2,180 SH
12 VISA INC V 92826C839 $712.6K 0.11% 2,077 SH
13 INTUITIVE SURGICAL INC ISRG 46120E602 $509.0K 0.08% 1,280 SH
14 APPLE INC AAPL 037833100 $480.9K 0.07% 1,662 SH
15 NVIDIA CORPORATION NVDA 67066G104 $445.8K 0.07% 2,228 SH
16 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $438.2K 0.07% 1,326 SH
17 TJX COS INC NEW TJX 872540109 $423.1K 0.07% 2,793 SH
18 IDEXX LABS INC IDXX 45168D104 $400.6K 0.06% 761 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $650.4M 18 0001214659-26-010361
2026-03-31 2026-05-15 $631.2M 10 0001214659-26-006447
2025-12-31 2026-02-17 $3.92B 9 0001214659-26-001959
2025-09-30 2025-11-14 $4.35B 33 0001214659-25-016616