BlueSpruce Investments, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), BlueSpruce Investments, LP reported 34 stock positions worth $4.3 billion. Its top holding was Microsoft (MSFT) at 15.5% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 11.0%) and Amazon.com (AMZN, 10.8%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 6 and reduced 14. The biggest buy was Chipotle Mexican Grill (CMG, shares +24761%) and the biggest sale Adobe (ADBE, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $4.3B (Q2 2025)
- SEC Filing
- 0001214659-25-012209 ↗ filed Aug 14, 2025
Holdings Value
Holdings 34 stocks · $4.3B
| MSFT Microsoft Corp. | 15.54% | 1,341,847 | $667.4M | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 11.03% | 2,092,803 | $474.0M | Reduce -12.7% |
| AMZN Amazon.com Inc. | 10.83% | 2,120,169 | $465.1M | Reduce -19.4% |
| META Meta Platforms Inc. Class A | 9.88% | 575,000 | $424.4M | Reduce -14.2% |
| DHR Danaher Corp. | 9.73% | 2,115,825 | $418.0M | Reduce -4.2% |
| SYK Stryker Corp. | 8.07% | 876,176 | $346.6M | Reduce -13.5% |
| MA Mastercard Inc. Class A | 7.67% | 586,782 | $329.7M | Reduce -20.4% |
| SPGI S&P Global Inc. | 6.95% | 566,049 | $298.5M | Reduce -27.3% |
| TMO Thermo Fisher Scientific Inc. | 6.28% | 665,750 | $269.9M | Add +18.2% |
| CRM Salesforce Inc. | 5.78% | 909,917 | $248.1M | Reduce -3.8% |
| CMG Chipotle Mexican Grill Inc. | 5.14% | 3,930,732 | $220.7M | Add +24760.7% |
| ZTS Zoetis Inc. | 2.73% | 752,351 | $117.3M | Add +21663.1% |
| NVDA Nvidia Corp. | 0.03% | 7,467 | $1.2M | No change |
| NOW ServiceNow Inc. | 0.03% | 1,084 | $1.1M | Add +38.3% |
| IDXX Idexx Laboratories Inc. | 0.03% | 2,053 | $1.1M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 1,292 | $1.0M | Add +42.0% |
| SNPS Synopsys Inc. | 0.02% | 1,830 | $938K | No change |
| ADBE Adobe Inc. | 0.02% | 2,256 | $873K | Reduce -99.7% |
| MSCI MSCI Inc. | 0.02% | 1,461 | $843K | No change |
| ADSK Autodesk Inc. | 0.02% | 2,713 | $840K | Reduce -17.1% |
| AVGO Broadcom Inc. | 0.02% | 2,903 | $800K | No change |
| A Agilent Technologies Inc. | 0.02% | 6,427 | $758K | New |
| CPRT Copart Inc. | 0.02% | 14,124 | $693K | Add +3.6% |
| INTU Intuit Inc. | 0.02% | 829 | $653K | Reduce -40.4% |
| ANET Arista Networks Inc. | 0.01% | 6,147 | $629K | No change |
| PTC PTC Inc. | 0.01% | 3,538 | $610K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 1,073 | $583K | New |
| MCO Moody's Corp. | 0.01% | 1,162 | $583K | New |
| CDNS Cadence Design SYS Inc. | 0.01% | 1,862 | $574K | Reduce -33.5% |
| COST Costco Wholesale Corp. | 0.01% | 573 | $567K | New |
| YUM Yum! Brands Inc. | 0.01% | 3,797 | $563K | No change |
| FISV Fiserv Inc. | 0.01% | 3,137 | $541K | New |
| WMT Walmart Inc. | 0.01% | 4,408 | $431K | No change |
| TDG Transdigm Group Inc. | 0.01% | 283 | $430K | Reduce -40.0% |
Portfolio Sells Q1 2025 → Q2 2025
| ADBE Adobe Inc. | Reduce -99.7% | 0.02% | −6.75 |
| SPGI S&P Global Inc. | Reduce -27.3% | 6.95% | −2.29 |
| MA Mastercard Inc. Class A | Reduce -20.4% | 7.67% | −1.75 |
| AMZN Amazon.com Inc. | Reduce -19.4% | 10.83% | −0.85 |
| DHR Danaher Corp. | Reduce -4.2% | 9.73% | −0.84 |
| SYK Stryker Corp. | Reduce -13.5% | 8.07% | −0.74 |
| CRM Salesforce Inc. | Reduce -3.8% | 5.78% | −0.15 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.01 |
| GE General Electric | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.01 |
| TDG Transdigm Group Inc. | Reduce -40.0% | 0.01% | −0.01 |
| INTU Intuit Inc. | Reduce -40.4% | 0.02% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -33.5% | 0.01% | −0.00 |
| ADSK Autodesk Inc. | Reduce -17.1% | 0.02% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -14.2% | 9.88% | +0.86 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.7% | 11.03% | +1.74 |
| MSFT Microsoft Corp. | Reduce -5.0% | 15.54% | +3.15 |
Portfolio Buys Q1 2025 → Q2 2025
| CMG Chipotle Mexican Grill Inc. | Add +24760.7% | 5.14% | +5.12 |
| ZTS Zoetis Inc. | Add +21663.1% | 2.73% | +2.72 |
| A Agilent Technologies Inc. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.01% | +0.01 |
| MCO Moody's Corp. | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +38.3% | 0.03% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +42.0% | 0.02% | +0.01 |
| CPRT Copart Inc. | Add +3.6% | 0.02% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +18.2% | 6.28% | −0.26 |
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 |