BlueSpruce Investments, LP

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$631.2M

Reporting period: 2026-03-31 · Number of holdings: 10

BlueSpruce Investments, LP disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $631.2M and a quarterly turnover rate of 152.4%.

Personality snowflake

Concentration: 56.25
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 63.34
Diversification: 20
Sizing Uniformity: 93.28

Recent moves

Trim MSFT
-98.7%　-$709.9M
Add META
-77.7%　-$465.0M
Add AMZN
-79.6%　-$572.0M
Add SYK
-79.0%　-$266.5M
Add TSM
-84.0%　-$503.2M
Trim MA
-83.8%　-$213.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	20.46%	+2.57%	-79.59%
2	META	Meta Platforms Inc-class A	Stock-Comm Services	17.66%	+2.95%	-77.69%
3	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	17.21%	+1.60%	-84.03%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	11.14%	+11.14%	NEW
5	SYK	Stryker CORP	Stock-Healthcare	10.33%	+1.87%	-78.98%
6	SPGI	S&p Global INC	Stock-Financials	9.62%	+0.53%	-79.06%
7	MA	Mastercard INC - A	Stock-Financials	5.58%	-0.77%	-83.84%
8	DHR	Danaher CORP	Stock-Healthcare	3.82%	+0.13%	-79.83%
9	BSX	Boston Scientific CORP	Stock-Healthcare	3.04%	+3.04%	NEW
10	MSFT	Microsoft CORP	Stock-Tech	1.13%	-17.17%	-98.70%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	10	$631.2M	100	1AMZN 2META 3TSM Top holdings2026-03-31 1.AMZN 2.META 3.TSM 4.GOOGL 5.SYK 6.SPGI 7.MA 8.DHR 9.BSX 10.MSFT
2025-12-31	9	$3.9B	17	1MSFT 2AMZN 3TSM Top holdings2025-12-31 1.MSFT 2.AMZN 3.TSM 4.META 5.SPGI 6.SYK 7.MA 8.TMO 9.DHR
2025-09-30	33	$4.4B	50	1MSFT 2TSM 3AMZN Top holdings2025-09-30 1.MSFT 2.TSM 3.AMZN 4.META 5.SYK 6.MA 7.SPGI 8.TMO 9.ASML 10.DHR
2025-06-30	34	$4.3B	0	1MSFT 2TSM 3AMZN Top holdings2025-06-30 1.MSFT 2.TSM 3.AMZN 4.META 5.DHR 6.SYK 7.MA 8.SPGI 9.TMO 10.CRM
2025-03-31	34	$4.3B	100	1MSFT 2AMZN 3DHR Top holdings2025-03-31 1.MSFT 2.AMZN 3.DHR 4.MA 5.TSM 6.SPGI 7.META 8.SYK 9.ADBE 10.TMO
2024-12-31	33	$4.9B	0	1MSFT 2AMZN 3ADBE Top holdings2024-12-31 1.MSFT 2.AMZN 3.ADBE 4.TSM 5.TMO 6.MA 7.SYK 8.ADP 9.CRM 10.ABT
2024-09-30	35	$5.4B	0	1AMZN 2CRM 3WMT Top holdings2024-09-30 1.AMZN 2.CRM 3.WMT 4.ADBE 5.TSM 6.MSFT 7.TMO 8.SYK 9.V 10.ADP
2024-06-30	35	$5.4B	0	1ADBE 2AMZN 3FISV Top holdings2024-06-30 1.ADBE 2.AMZN 3.FISV 4.CRM 5.WMT 6.V 7.TMO 8.TSM 9.ICLR 10.MSFT
2024-03-31	12	$5.6B	0	1ADBE 2FISV 3WMT Top holdings2024-03-31 1.ADBE 2.FISV 3.WMT 4.CRM 5.MSFT 6.V 7.TMO 8.ICLR 9.ADP 10.TRU
2023-12-31	11	$5.2B	0	1FISV 2MSFT 3V Top holdings2023-12-31 1.FISV 2.MSFT 3.V 4.TMO 5.WMT 6.CRM 7.ADBE 8.TRU 9.MA 10.ICLR
2023-09-30	10	$5.5B	0	1V 2MSFT 3FISV Top holdings2023-09-30 1.V 2.MSFT 3.FISV 4.MA 5.CRM 6.TRU 7.ADBE 8.TMO 9.ICLR 10.A
2023-06-30	10	$5.8B	0	1FISV 2V 3MSFT Top holdings2023-06-30 1.FISV 2.V 3.MSFT 4.MA 5.ADBE 6.CRM 7.TRU 8.TJX 9.ICLR 10.A
2023-03-31	10	$5.5B	0	1V 2FISV 3MA Top holdings2023-03-31 1.V 2.FISV 3.MA 4.MSFT 5.CRM 6.ADBE 7.A 8.PYPL 9.TJX 10.TRU
2022-12-31	10	$5.2B	0	1FISV 2MSFT 3MA Top holdings2022-12-31 1.FISV 2.MSFT 3.MA 4.V 5.CRM 6.A 7.PYPL 8.TRU 9.TJX 10.ADBE
2022-09-30	11	$4.9B	0	1FISV 2MA 3MSFT Top holdings2022-09-30 1.FISV 2.MA 3.MSFT 4.PYPL 5.V 6.CRM 7.TRU 8.TJX 9.A 10.GOOGL
2022-06-30	12	$5.2B	0	1MA 2FISV 3MSFT Top holdings2022-06-30 1.MA 2.FISV 3.MSFT 4.V 5.PYPL 6.GOOGL 7.TRU 8.CRM 9.TJX 10.ADBE
2022-03-31	14	$6.2B	0	1MA 2FISV 3MSFT Top holdings2022-03-31 1.MA 2.FISV 3.MSFT 4.GOOGL 5.V 6.CHTR 7.GDDY 8.PYPL 9.ROST 10.DG
2021-12-31	14	$6.4B	0	1MA 2FISV 3CHTR Top holdings2021-12-31 1.MA 2.FISV 3.CHTR 4.DG 5.MSFT 6.PYPL 7.GDDY 8.ABT 9.ADP 10.V
2021-09-30	15	$5.7B	0	1FISV 2CHTR 3DG Top holdings2021-09-30 1.FISV 2.CHTR 3.DG 4.MA 5.MSFT 6.META 7.ABT 8.GDDY 9.ADP 10.FIS
2021-06-30	13	$5.5B	38	1FISV 2CHTR 3MSFT Top holdings2021-06-30 1.FISV 2.CHTR 3.MSFT 4.DG 5.AON 6.ABT 7.GDDY 8.ADP 9.TRU 10.FIS
2021-03-31	14	$5.0B	37	1CHTR 2FISV 3DG Top holdings2021-03-31 1.CHTR 2.FISV 3.DG 4.MSFT 5.AON 6.AZPNUSD 7.GDDY 8.TRU 9.ADP 10.FIS
2020-12-31	13	$5.1B	29	1FISV 2CHTR 3GDDY Top holdings2020-12-31 1.FISV 2.CHTR 3.GDDY 4.AON 5.AZPNUSD 6.DG 7.SYK 8.FIS 9.A 10.TRU
2020-09-30	12	$4.3B	46	1FISV 2TJX 3GDDY Top holdings2020-09-30 1.FISV 2.TJX 3.GDDY 4.CHTR 5.SYK 6.AON 7.AZPNUSD 8.FIS 9.DG 10.A
2020-06-30	13	$3.5B	43	1CHTR 2FIS 3AON Top holdings2020-06-30 1.CHTR 2.FIS 3.AON 4.GDDY 5.SYK 6.TJX 7.FISV 8.ADP 9.AZPNUSD 10.MSFT
2020-03-31	16	$2.9B	77	1FIS 2MSFT 3ADP Top holdings2020-03-31 1.FIS 2.MSFT 3.ADP 4.CHTR 5.GDDY 6.FISV 7.SYK 8.AON 9.V 10.A
2019-12-31	13	$2.9B	46	1FIS 2ADBE 3V Top holdings2019-12-31 1.FIS 2.ADBE 3.V 4.CMCSA 5.ADP 6.GDDY 7.FISV 8.A 9.TJX 10.HD
2019-09-30	14	$2.6B	50	1CMCSA 2FIS 3ADBE Top holdings2019-09-30 1.CMCSA 2.FIS 3.ADBE 4.TJX 5.V 6.ADP 7.A 8.BKNG 9.ROST 10.HD
2019-06-30	14	$2.5B	53	1WP 2CMCSA 3V Top holdings2019-06-30 1.WP 2.CMCSA 3.V 4.ADBE 5.TRU 6.A 7.ROST 8.BKNG 9.HD 10.TJX
2019-03-31	15	$2.3B	25	1WP 2V 3TRU Top holdings2019-03-31 1.WP 2.V 3.TRU 4.SPGI 5.STZ 6.ADBE 7.BKNG 8.HD 9.CMCSA 10.MSCI
2018-12-31	14	$1.8B	100	1SPGI 2TRU 3WP Top holdings2018-12-31 1.SPGI 2.TRU 3.WP 4.BKNG 5.V 6.CMCSA 7.STZ 8.A 9.PYPL 10.MSCI
2018-09-30	13	$1.3B	68	1CMCSA 2IFF 3V Top holdings2018-09-30 1.CMCSA 2.IFF 3.V 4.BKNG 5.META 6.SCHW 7.WP 8.A 9.SPGI 10.MCO
2018-06-30	14	$1.0B	56	1CMCSA 2WP 3META Top holdings2018-06-30 1.CMCSA 2.WP 3.META 4.AVGO 5.V 6.ROST 7.TJX 8.SPGI 9.IFF 10.MCO
2018-03-31	15	$869.0M	73	1CMCSA 2WP 3V Top holdings2018-03-31 1.CMCSA 2.WP 3.V 4.VRSK 5.TJX 6.SPGI 7.AVGO 8.ROST 9.SBUX 10.N70544
2017-12-31	12	$529.5M	35	192210H2CMCSA 3TJX Top holdings2017-12-31 1.92210H 2.CMCSA 3.TJX 4.V 5.GDDY 6.SBUX 7.N70544 8.ROST 9.MCO 10.PAYX
2017-09-30	16	$530.5M	62	192210H2V 3SBUX Top holdings2017-09-30 1.92210H 2.V 3.SBUX 4.GDDY 5.N70544 6.CMCSA 7.ROST 8.TJX 9.CTSH 10.SBAC
2017-06-30	12	$382.2M	23	1V292210H3SBAC Top holdings2017-06-30 1.V 2.92210H 3.SBAC 4.SBUX 5.N70544 6.PYPL 7.MA 8.CMCSA 9.CTSH 10.GDDY
2017-03-31	13	$362.7M	57	1SBAC 2V392210H Top holdings2017-03-31 1.SBAC 2.V 3.92210H 4.PYPL 5.SBUX 6.CTSH 7.MA 8.CMCSA 9.SFM 10.GDDY
2016-12-31	11	$298.3M	52	192210H2SBAC 3V Top holdings2016-12-31 1.92210H 2.SBAC 3.V 4.PYPL 5.CTSH 6.MA 7.SBUX 8.CMCSA 9.AZPNUSD 10.SPGI
2016-09-30	11	$253.7M	56	1PYPL 2AZPNUSD 3CTSH Top holdings2016-09-30 1.PYPL 2.AZPNUSD 3.CTSH 4.V 5.SBUX 6.CMCSA 7.87817A 8.MA 9.HN9 10.92210H
2016-06-30	13	$248.9M	54	1AZPNUSD 2CTSH 3V Top holdings2016-06-30 1.AZPNUSD 2.CTSH 3.V 4.PYPL 5.CMCSA 6.SPGI 7.OAK 8.BLKCHF 9.MA 10.HN9
2016-03-31	15	$358.2M	67	15806452OAK 3CMCSA Top holdings2016-03-31 1.580645 2.OAK 3.CMCSA 4.CTSH 5.GDDY 6.V 7.PYPL 8.AZPNUSD 9.ECL 10.BLKCHF
2015-12-31	18	$347.0M	37	1CMCSA 2BLKCHF3580645 Top holdings2015-12-31 1.CMCSA 2.BLKCHF 3.580645 4.OAK 5.SFM 6.GDDY 7.SCHW 8.CCOI 9.ECL 10.CTSH
2015-09-30	24	$388.4M	63	1MA 2CMCSA 3BLKCHF Top holdings2015-09-30 1.MA 2.CMCSA 3.BLKCHF 4.OAK 5.580645 6.CTSH 7.ECL 8.SCHW 9.PYPL 10.GDDY
2015-06-30	24	$243.3M	21	1OAK 2CMCSA 3MA Top holdings2015-06-30 1.OAK 2.CMCSA 3.MA 4.CTSH 5.GDDY 6.BLKCHF 7.GWW 8.1JFD 9.DSU 10.VRSK
2015-03-31	22	$210.3M	22	1OAK 2CMCSA 3CTSH Top holdings2015-03-31 1.OAK 2.CMCSA 3.CTSH 4.BLKCHF 5.MA 6.GWW 7.ST 8.VRSK 9.DSU 10.XJQCX
2014-12-31	22	$198.3M	100	1CMCSA 2BLKCHF 3CTSH Top holdings2014-12-31 1.CMCSA 2.BLKCHF 3.CTSH 4.MA 5.GWW 6.BFAM 7.OAK 8.DSU 9.ST 10.VRSK
2014-09-30	10	$208.3M	36	1BLKCHF 2CTSH 3V Top holdings2014-09-30 1.BLKCHF 2.CTSH 3.V 4.BFAM 5.CMCSA 6.TJX 7.966837 8.DISCKUSD 9.MA 10.580645
2014-06-30	12	$178.8M	54	1BFAM 2V 3CMCSA Top holdings2014-06-30 1.BFAM 2.V 3.CMCSA 4.CTSH 5.BLKCHF 6.TJX 7.DISCKUSD 8.CSX 9.580645 10.MA
2014-03-31	10	$122.7M	72	1V 2CTSH 3BFAM Top holdings2014-03-31 1.V 2.CTSH 3.BFAM 4.BLKCHF 5.CSX 6.580645 7.1JFD 8.APO 9.HYT 10.DSU
2013-12-31	8	$81.7M	0	1V 2CSX3580645 Top holdings2013-12-31 1.V 2.CSX 3.580645 4.HYT 5.1JFD 6.DSU 7.APO 8.ARDC

Holding changes this quarter

BlueSpruce Investments, LP's most significant position changes for 2026-03-31: Sold out: Thermo Fisher Scientific INC (TMO); New buy: Alphabet Inc-cl A (GOOGL); New buy: Boston Scientific CORP (BSX); Trim: Microsoft CORP (MSFT) — shares -98.70%; Trim: Meta Platforms Inc-class A (META) — shares -77.69%.

Position changes disclosed by BlueSpruce Investments, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	META	Meta Platforms Inc-class A	+3%	-77.69%	Trim
2	AMZN	Amazon.com INC	+2.6%	-79.59%	Trim
3	SYK	Stryker CORP	+1.9%	-78.98%	Trim
4	TSM	Taiwan Semiconductor-sp Adr	+1.6%	-84.03%	Trim
5	SPGI	S&p Global INC	+0.5%	-79.06%	Trim
6	DHR	Danaher CORP	+0.1%	-79.83%	Trim
7	MA	Mastercard INC - A	-0.8%	-83.84%	Trim
8	MSFT	Microsoft CORP	-17.2%	-98.70%	Trim
9	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
10	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
11	BSX	Boston Scientific CORP	—	NEW	New buy

FAQ

What is BlueSpruce Investments, LP and what type of investor is it?

BlueSpruce Investments, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $631.2M, spread across 10 disclosed positions.

What are BlueSpruce Investments, LP's largest equity positions?

Based on the latest 13F filing, BlueSpruce Investments, LP's top holdings by market value are: 1. Amazon.com INC (AMZN) — $129.1M (20.5%) 2. Meta Platforms Inc-class A (META) — $111.5M (17.7%) 3. Taiwan Semiconductor-sp Adr (TSM) — $108.6M (17.2%) 4. Alphabet Inc-cl A (GOOGL) — $70.3M (11.1%) 5. Stryker CORP (SYK) — $65.2M (10.3%)

What changes did BlueSpruce Investments, LP make in its most recent portfolio filing?

In the latest reported quarter, BlueSpruce Investments, LP made 11 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Thermo Fisher Scientific INC (TMO); New buy: Alphabet Inc-cl A (GOOGL); New buy: Boston Scientific CORP (BSX); Trim: Microsoft CORP (MSFT) — shares -98.70%; Trim: Meta Platforms Inc-class A (META) — shares -77.69%

What sectors does BlueSpruce Investments, LP focus on?

BlueSpruce Investments, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 28.8% • Consumer Discretionary: 20.5% • Information Technology: 18.4% • Health Care: 17.2% • Financials: 15.2%