BlueSpruce Investments, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), BlueSpruce Investments, LP reported 12 stock positions worth $5.6 billion. Its top holding was Adobe (ADBE) at 11.6% of the portfolio, followed by Fiserv (FISV, 11.2%) and Walmart (WMT, 11.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 2 and reduced 7. The biggest buy was a new position in Automatic Data Processing (ADP) and the biggest sale an exit from Mastercard Class A (MA).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $5.6B (Q1 2024)
- SEC Filing
- 0001214659-24-009293 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $5.6B
| ADBE Adobe Inc. | 11.60% | 1,285,596 | $648.7M | Add +81.1% |
| FISV Fiserv Inc. | 11.19% | 3,916,432 | $625.9M | Reduce -19.5% |
| WMT Walmart Inc. | 11.12% | 10,332,775 | $621.7M | Reduce -4.5% |
| CRM Salesforce Inc. | 10.00% | 1,856,353 | $559.1M | Reduce -13.8% |
| MSFT Microsoft Corp. | 9.85% | 1,309,673 | $551.0M | Reduce -23.5% |
| V Visa Inc. Class A | 9.25% | 1,854,171 | $517.5M | Reduce -17.0% |
| TMO Thermo Fisher Scientific Inc. | 8.76% | 843,245 | $490.1M | Reduce -21.6% |
| ICLR Icon PLC | 7.70% | 1,281,244 | $430.4M | Add +43.6% |
| ADP Automatic Data Processing | 6.54% | 1,464,550 | $365.8M | New |
| TRU Transunion | 5.30% | 3,711,920 | $296.2M | Reduce -38.7% |
| GOOGL Alphabet Inc. Class A | 4.68% | 1,735,667 | $262.0M | New |
| BKNG Booking Holdings Inc. | 4.02% | 62,043 | $225.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| MA Mastercard Inc. Class A | Sold out | 0.00% | −6.61 |
| TRU Transunion | Reduce -38.7% | 5.30% | −2.66 |
| MSFT Microsoft Corp. | Reduce -23.5% | 9.85% | −2.45 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.6% | 8.76% | −2.14 |
| V Visa Inc. Class A | Reduce -17.0% | 9.25% | −1.85 |
| FISV Fiserv Inc. | Reduce -19.5% | 11.19% | −1.15 |
| CRM Salesforce Inc. | Reduce -13.8% | 10.00% | −0.82 |
| WMT Walmart Inc. | Reduce -4.5% | 11.12% | +0.26 |
Portfolio Buys Q4 2023 → Q1 2024
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 |