BlueSpruce Investments, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), BlueSpruce Investments, LP reported 33 stock positions worth $4.9 billion. Its top holding was Microsoft (MSFT) at 12.6% of the portfolio, followed by Amazon.com (AMZN, 11.7%) and Adobe (ADBE, 10.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 6, added to 7 and reduced 7. The biggest buy was Mastercard Class A (MA, shares +55091%) and the biggest sale Visa Class A (V, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $4.9B (Q4 2024)
- SEC Filing
- 0001214659-25-002825 ↗ filed Feb 14, 2025
Holdings Value
Holdings 33 stocks · $4.9B
| MSFT Microsoft Corp. | 12.61% | 1,472,499 | $620.7M | Add +59.0% |
| AMZN Amazon.com Inc. | 11.66% | 2,614,824 | $573.7M | Reduce -7.6% |
| ADBE Adobe Inc. | 10.23% | 1,131,809 | $503.3M | Add +34.8% |
| TSM Taiwan Semiconductor-SP ADR | 9.22% | 2,297,472 | $453.7M | Reduce -7.6% |
| TMO Thermo Fisher Scientific Inc. | 8.60% | 813,821 | $423.4M | Add +28.0% |
| MA Mastercard Inc. Class A | 7.89% | 737,352 | $388.3M | Add +55091.0% |
| SYK Stryker Corp. | 6.79% | 928,673 | $334.4M | Reduce -8.8% |
| ADP Automatic Data Processing | 6.04% | 1,016,224 | $297.5M | Reduce -18.1% |
| CRM Salesforce Inc. | 5.62% | 827,659 | $276.7M | Reduce -56.1% |
| ABT Abbott Laboratories | 5.51% | 2,398,826 | $271.3M | No change |
| ICLR Icon PLC | 5.21% | 1,223,117 | $256.5M | Add +20.9% |
| WMT Walmart Inc. | 4.41% | 2,400,054 | $216.8M | Reduce -59.1% |
| SPGI S&P Global Inc. | 3.63% | 359,131 | $178.9M | New |
| DHR Danaher Corp. | 2.31% | 496,004 | $113.9M | Add +23418.4% |
| V Visa Inc. Class A | 0.02% | 2,935 | $928K | Reduce -99.8% |
| MSCI MSCI Inc. | 0.02% | 1,461 | $877K | No change |
| INTU Intuit Inc. | 0.02% | 1,391 | $874K | No change |
| NOW ServiceNow Inc. | 0.02% | 820 | $869K | No change |
| CDNS Cadence Design SYS Inc. | 0.02% | 2,800 | $841K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 4,460 | $744K | New |
| ZTS Zoetis Inc. | 0.01% | 4,485 | $731K | No change |
| NVDA Nvidia Corp. | 0.01% | 5,173 | $695K | Add +2.6% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 11,000 | $663K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 910 | $631K | No change |
| IDXX Idexx Laboratories Inc. | 0.01% | 1,516 | $627K | No change |
| LRCX Lam Research Corp. | 0.01% | 8,470 | $612K | No change |
| AMAT Applied Materials Inc. | 0.01% | 3,682 | $599K | No change |
| TDG Transdigm Group Inc. | 0.01% | 472 | $598K | New |
| VRSK Verisk Analytics Inc. | 0.01% | 1,908 | $526K | No change |
| MTD Mettler-Toledo International | 0.01% | 420 | $514K | New |
| YUM Yum! Brands Inc. | 0.01% | 3,797 | $509K | No change |
| SNPS Synopsys Inc. | 0.01% | 984 | $478K | No change |
| GOOGL Alphabet Inc. Class A | 0.01% | 2,341 | $443K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| V Visa Inc. Class A | Reduce -99.8% | 0.02% | −6.61 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −5.86 |
| FISV Fiserv Inc. | Sold out | 0.00% | −5.04 |
| WMT Walmart Inc. | Reduce -59.1% | 4.41% | −4.34 |
| CRM Salesforce Inc. | Reduce -56.1% | 5.62% | −3.89 |
| ADP Automatic Data Processing | Reduce -18.1% | 6.04% | −0.29 |
| TRU Transunion | Sold out | 0.00% | −0.17 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| SYK Stryker Corp. | Reduce -8.8% | 6.79% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.6% | 9.22% | +1.25 |
| AMZN Amazon.com Inc. | Reduce -7.6% | 11.66% | +1.94 |
Portfolio Buys Q3 2024 → Q4 2024
| MA Mastercard Inc. Class A | Add +55091.0% | 7.89% | +7.88 |
| MSFT Microsoft Corp. | Add +59.0% | 12.61% | +5.26 |
| SPGI S&P Global Inc. | New | 3.63% | +3.63 |
| DHR Danaher Corp. | Add +23418.4% | 2.31% | +2.30 |
| ADBE Adobe Inc. | Add +34.8% | 10.23% | +2.21 |
| TMO Thermo Fisher Scientific Inc. | Add +28.0% | 8.60% | +1.35 |
| GE General Electric | New | 0.02% | +0.02 |
| TDG Transdigm Group Inc. | New | 0.01% | +0.01 |
| MTD Mettler-Toledo International | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +2.6% | 0.01% | +0.00 |
| ICLR Icon PLC | Add +20.9% | 5.21% | −0.15 |
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 |