BlueSpruce Investments, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), BlueSpruce Investments, LP reported 18 stock positions worth $650.4 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 31.9% of the portfolio, followed by Amazon.com (AMZN, 28.9%) and Meta Platforms Class A (META, 20.6%). Compared with Q1 2026, it opened 12 new positions, sold out of 4, added to 3 and reduced 3. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +35%) and the biggest sale Stryker (SYK, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $650.4M (Q2 2026)
- SEC Filing
- 0001214659-26-010361 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $650.4M
| TSM Taiwan Semiconductor-SP ADR | 31.91% | 434,582 | $207.5M | Add +35.2% |
| AMZN Amazon.com Inc. | 28.90% | 788,506 | $187.9M | Add +27.2% |
| META Meta Platforms Inc. Class A | 20.59% | 237,786 | $133.9M | Add +22.0% |
| GOOGL Alphabet Inc. Class A | 8.95% | 162,918 | $58.2M | Reduce -33.4% |
| AVGO Broadcom Inc. | 7.69% | 132,451 | $50.0M | New |
| MSCI MSCI Inc. | 0.33% | 3,874 | $2.2M | New |
| SYK Stryker Corp. | 0.31% | 6,474 | $2.0M | Reduce -96.7% |
| MA Mastercard Inc. Class A | 0.28% | 3,512 | $1.8M | Reduce -95.0% |
| MCO Moody's Corp. | 0.24% | 3,418 | $1.5M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.14% | 461 | $917K | New |
| GE General Electric filed as GE AEROSPACE | 0.13% | 2,180 | $815K | New |
| V Visa Inc. Class A | 0.11% | 2,077 | $713K | New |
| ISRG Intuitive Surgical Inc. | 0.08% | 1,280 | $509K | New |
| AAPL Apple Inc. | 0.07% | 1,662 | $481K | New |
| NVDA Nvidia Corp. | 0.07% | 2,228 | $446K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.07% | 1,326 | $438K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 2,793 | $423K | New |
| IDXX Idexx Laboratories Inc. | 0.06% | 761 | $401K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SYK Stryker Corp. | Reduce -96.7% | 0.31% | −10.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −9.62 |
| MA Mastercard Inc. Class A | Reduce -95.0% | 0.28% | −5.30 |
| DHR Danaher Corp. | Sold out | 0.00% | −3.82 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −3.04 |
| GOOGL Alphabet Inc. Class A | Reduce -33.4% | 8.95% | −2.19 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.13 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Add +35.2% | 31.91% | +14.70 |
| AMZN Amazon.com Inc. | Add +27.2% | 28.90% | +8.44 |
| AVGO Broadcom Inc. | New | 7.69% | +7.69 |
| META Meta Platforms Inc. Class A | Add +22.0% | 20.59% | +2.93 |
| MSCI MSCI Inc. | New | 0.33% | +0.33 |
| MCO Moody's Corp. | New | 0.24% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| GE General Electric | New | 0.13% | +0.13 |
| V Visa Inc. Class A | New | 0.11% | +0.11 |
| ISRG Intuitive Surgical Inc. | New | 0.08% | +0.08 |
| AAPL Apple Inc. | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | New | 0.07% | +0.07 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | New | 0.07% | +0.07 |
| IDXX Idexx Laboratories Inc. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $650.4M | TSM, AMZN, META, GOOGL, AVGO |
| Q1 2026 | 10 | $631.2M | AMZN, META, TSM, GOOGL, SYK |
| Q4 2025 | 9 | $3.9B | MSFT, AMZN, TSM, META, SPGI |
| Q3 2025 | 33 | $4.4B | MSFT, TSM, AMZN, META, SYK |
| Q2 2025 | 34 | $4.3B | MSFT, TSM, AMZN, META, DHR |
| Q1 2025 | 34 | $4.3B | MSFT, AMZN, DHR, MA, TSM |
| Q4 2024 | 33 | $4.9B | MSFT, AMZN, ADBE, TSM, TMO |
| Q3 2024 | 35 | $5.4B | AMZN, CRM, WMT, ADBE, TSM |
| Q2 2024 | 35 | $5.4B | ADBE, AMZN, FISV, CRM, WMT |
| Q1 2024 | 12 | $5.6B | ADBE, FISV, WMT, CRM, MSFT |