BlueSpruce Investments, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), BlueSpruce Investments, LP reported 35 stock positions worth $5.4 billion. Its top holding was Amazon.com (AMZN) at 9.7% of the portfolio, followed by Salesforce (CRM, 9.5%) and Walmart (WMT, 8.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 6, added to 6 and reduced 13. The biggest buy was Stryker (SYK, shares +69051%) and the biggest sale Fiserv (FISV, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $5.4B (Q3 2024)
- SEC Filing
- 0001214659-24-019122 ↗ filed Nov 14, 2024
Holdings Value
Holdings 35 stocks · $5.4B
| AMZN Amazon.com Inc. | 9.72% | 2,829,049 | $527.1M | Reduce -5.4% |
| CRM Salesforce Inc. | 9.51% | 1,885,216 | $516.0M | Reduce -1.4% |
| WMT Walmart Inc. | 8.74% | 5,872,878 | $474.2M | Reduce -13.0% |
| ADBE Adobe Inc. | 8.01% | 839,430 | $434.6M | Reduce -26.0% |
| TSM Taiwan Semiconductor-SP ADR | 7.96% | 2,487,454 | $432.0M | Add +13.1% |
| MSFT Microsoft Corp. | 7.35% | 926,096 | $398.5M | Add +18.4% |
| TMO Thermo Fisher Scientific Inc. | 7.25% | 635,631 | $393.2M | Reduce -17.9% |
| SYK Stryker Corp. | 6.78% | 1,017,903 | $367.7M | Add +69051.0% |
| V Visa Inc. Class A | 6.63% | 1,307,589 | $359.5M | Reduce -23.1% |
| ADP Automatic Data Processing | 6.33% | 1,240,759 | $343.4M | Reduce -8.9% |
| UBER Uber Technologies Inc. | 5.86% | 4,226,955 | $317.7M | New |
| ICLR Icon PLC | 5.36% | 1,011,789 | $290.7M | Reduce -16.3% |
| ABT Abbott Laboratories | 5.04% | 2,398,826 | $273.5M | New |
| FISV Fiserv Inc. | 5.04% | 1,520,910 | $273.2M | Reduce -60.0% |
| TRU Transunion | 0.17% | 88,210 | $9.2M | Reduce -97.5% |
| ZTS Zoetis Inc. | 0.02% | 4,485 | $876K | No change |
| INTU Intuit Inc. | 0.02% | 1,391 | $864K | No change |
| MSCI MSCI Inc. | 0.02% | 1,461 | $852K | No change |
| ADSK Autodesk Inc. | 0.01% | 2,903 | $800K | No change |
| IDXX Idexx Laboratories Inc. | 0.01% | 1,516 | $766K | No change |
| CDNS Cadence Design SYS Inc. | 0.01% | 2,800 | $759K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 910 | $758K | Add +67.9% |
| AMAT Applied Materials Inc. | 0.01% | 3,682 | $744K | New |
| NOW ServiceNow Inc. | 0.01% | 820 | $733K | Reduce -32.8% |
| LRCX Lam Research Corp. | 0.01% | 847 | $691K | Add +108.6% |
| MA Mastercard Inc. Class A | 0.01% | 1,336 | $660K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 11,000 | $634K | No change |
| NVDA Nvidia Corp. | 0.01% | 5,044 | $613K | Add +42.9% |
| BKNG Booking Holdings Inc. | 0.01% | 145 | $611K | Reduce -99.6% |
| DHR Danaher Corp. | 0.01% | 2,109 | $586K | No change |
| YUM Yum! Brands Inc. | 0.01% | 3,797 | $530K | No change |
| CPRT Copart Inc. | 0.01% | 10,035 | $526K | New |
| VRSK Verisk Analytics Inc. | 0.01% | 1,908 | $511K | Reduce -30.1% |
| SNPS Synopsys Inc. | 0.01% | 984 | $498K | New |
| GOOGL Alphabet Inc. Class A | 0.01% | 2,341 | $388K | New |
Portfolio Sells Q2 2024 → Q3 2024
| FISV Fiserv Inc. | Reduce -60.0% | 5.04% | −5.36 |
| TRU Transunion | Reduce -97.5% | 0.17% | −4.55 |
| ADBE Adobe Inc. | Reduce -26.0% | 8.01% | −3.57 |
| BKNG Booking Holdings Inc. | Reduce -99.6% | 0.01% | −2.58 |
| ICLR Icon PLC | Reduce -16.3% | 5.36% | −1.60 |
| V Visa Inc. Class A | Reduce -23.1% | 6.63% | −1.57 |
| AMZN Amazon.com Inc. | Reduce -5.4% | 9.72% | −0.89 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.9% | 7.25% | −0.62 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.01 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -32.8% | 0.01% | −0.00 |
| VRSK Verisk Analytics Inc. | Reduce -30.1% | 0.01% | −0.00 |
| WMT Walmart Inc. | Reduce -13.0% | 8.74% | +0.35 |
| ADP Automatic Data Processing | Reduce -8.9% | 6.33% | +0.36 |
| CRM Salesforce Inc. | Reduce -1.4% | 9.51% | +0.49 |
Portfolio Buys Q2 2024 → Q3 2024
| SYK Stryker Corp. | Add +69051.0% | 6.78% | +6.77 |
| UBER Uber Technologies Inc. | New | 5.86% | +5.86 |
| ABT Abbott Laboratories | New | 5.04% | +5.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.1% | 7.96% | +0.95 |
| MSFT Microsoft Corp. | Add +18.4% | 7.35% | +0.93 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| CPRT Copart Inc. | New | 0.01% | +0.01 |
| SNPS Synopsys Inc. | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +108.6% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +67.9% | 0.01% | +0.00 |
| NVDA Nvidia Corp. | Add +42.9% | 0.01% | +0.00 |
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 |