BlueSpruce Investments, LP
Net seller this quarter
$650M
18
-$49.5M
99.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $208M | 31.91% | 0.00% | +35.2% | Q2 2024 |
 AMZN | $188M | 28.90% | 0.01% | +27.2% | Q2 2024 |
 META | $134M | 20.59% | Not reported | +22.0% | Q2 2018 |
 GOOGL | $58.2M | 8.95% | 0.00% | -33.4% | Q1 2022 |
 AVGO | $50M | 7.69% | 0.00% | Not reported | Q1 2018 |
 MSCI | $2.17M | 0.33% | 0.01% | Not reported | Q4 2018 |
 SYK | $2.04M | 0.31% | 0.00% | -96.7% | Q1 2020 |
 MA | $1.8M | 0.28% | 0.00% | -95.0% | Q2 2014 |
 MCO | $1.55M | 0.24% | 0.00% | Not reported | Q4 2015 |
 ASML | $917K | 0.14% | 0.00% | Not reported | Q2 2024 |
 GE | $815K | 0.13% | 0.00% | Not reported | Q4 2024 |
 V | $713K | 0.11% | 0.00% | Not reported | Q4 2013 |
 ISRG | $509K | 0.08% | 0.00% | Not reported | Q2 2025 |
 AAPL | $481K | 0.07% | 0.00% | Not reported | Q2 2024 |
 NVDA | $446K | 0.07% | 0.00% | Not reported | Q2 2024 |
 HLT | $438K | 0.07% | 0.00% | New | Q2 2026 |
 TJX | $423K | 0.07% | 0.00% | Not reported | Q2 2014 |
 IDXX | $401K | 0.06% | 0.00% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| AMZN | $129M | 20.46% | 0.01% | -79.6% | Q2 2024 |
| META | $111M | 17.66% | Not reported | -77.7% | Q2 2018 |
| TSM | $109M | 17.21% | 0.00% | -84.0% | Q2 2024 |
| GOOGL | $70.3M | 11.14% | 0.00% | Not reported | Q1 2022 |
| SYK | $65.2M | 10.33% | 0.05% | -79.0% | Q1 2020 |
 SPGI | $60.7M | 9.62% | 0.05% | -79.1% | Q2 2016 |
| MA | $35.2M | 5.58% | 0.01% | -83.8% | Q2 2014 |
 DHR | $24.1M | 3.82% | 0.02% | -79.8% | Q2 2024 |
 BSX | $19.2M | 3.04% | 0.02% | New | Q1 2026 |
 MSFT | $7.16M | 1.13% | 0.00% | -98.7% | Q1 2020 |
| Q4 2025 | |||||
| MSFT | $717M | 18.30% | 0.02% | -3.2% | Q1 2020 |
| AMZN | $701M | 17.89% | 0.03% | +6.1% | Q2 2024 |
| TSM | $612M | 15.61% | 0.01% | -19.8% | Q2 2024 |
| META | $576M | 14.71% | Not reported | +12.4% | Q2 2018 |
| SPGI | $356M | 9.09% | 0.23% | +7.5% | Q2 2016 |
| SYK | $332M | 8.46% | 0.25% | +7.1% | Q1 2020 |
| MA | $249M | 6.35% | 0.04% | -22.3% | Q2 2014 |
 TMO | $231M | 5.89% | 0.11% | -29.5% | Q3 2023 |
| DHR | $144M | 3.69% | 0.09% | -30.5% | Q2 2024 |
| Q3 2025 | |||||
| MSFT | $793M | 18.22% | 0.02% | +14.2% | Q1 2020 |
| TSM | $701M | 16.10% | 0.01% | +19.9% | Q2 2024 |
| AMZN | $629M | 14.43% | 0.03% | +35.0% | Q2 2024 |
| META | $571M | 13.10% | Not reported | +35.1% | Q2 2018 |
| SYK | $326M | 7.48% | 0.23% | +0.5% | Q1 2020 |
| MA | $319M | 7.34% | 0.05% | -4.3% | Q2 2014 |
| SPGI | $309M | 7.09% | 0.21% | +12.1% | Q2 2016 |
| TMO | $274M | 6.29% | 0.15% | -15.2% | Q3 2023 |
| ASML | $237M | 5.45% | 0.06% | +18861.1% | Q2 2024 |
| DHR | $180M | 4.13% | 0.13% | -57.1% | Q2 2024 |
| NVDA | $1.39M | 0.03% | 0.00% | Not reported | Q2 2024 |
 NOW | $998K | 0.02% | 0.00% | Not reported | Q2 2024 |
 SNPS | $903K | 0.02% | 0.00% | Not reported | Q3 2024 |
 ANET | $896K | 0.02% | 0.00% | Not reported | Q1 2025 |
 ADSK | $862K | 0.02% | 0.00% | Not reported | Q2 2024 |
| MSCI | $829K | 0.02% | 0.00% | Not reported | Q4 2018 |
 A | $825K | 0.02% | 0.00% | Not reported | Q3 2018 |
 ADBE | $796K | 0.02% | 0.00% | Not reported | Q4 2018 |
 CMG | $791K | 0.02% | 0.00% | -99.5% | Q2 2024 |
 PTC | $718K | 0.02% | 0.00% | Not reported | Q1 2025 |
 ZTS | $648K | 0.01% | 0.00% | -99.4% | Q2 2024 |
 CRM | $647K | 0.01% | 0.00% | -99.7% | Q2 2022 |
 CPRT | $635K | 0.01% | 0.00% | Not reported | Q3 2024 |
| V | $609K | 0.01% | 0.00% | Not reported | Q4 2013 |
 ADP | $608K | 0.01% | 0.00% | Not reported | Q3 2019 |
| MCO | $554K | 0.01% | 0.00% | Not reported | Q4 2015 |
 COST | $530K | 0.01% | 0.00% | Not reported | Q2 2025 |
| AVGO | $527K | 0.01% | 0.00% | -45.0% | Q1 2018 |
| GE | $525K | 0.01% | 0.00% | Not reported | Q4 2024 |
| ISRG | $480K | 0.01% | 0.00% | Not reported | Q2 2025 |
 TDG | $469K | 0.01% | 0.00% | +25.8% | Q4 2024 |
 VRSK | $456K | 0.01% | 0.00% | Not reported | Q4 2014 |
 TRI | $415K | 0.01% | 0.00% | New | Q3 2025 |