BlueSpruce Investments, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), BlueSpruce Investments, LP reported 33 stock positions worth $4.4 billion. Its top holding was Microsoft (MSFT) at 18.2% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 16.1%) and Amazon.com (AMZN, 14.4%). Compared with Q2 2025, it opened 5 new positions, sold out of 6, added to 8 and reduced 7. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +18861%) and the biggest sale Salesforce (CRM, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $4.4B (Q3 2025)
- SEC Filing
- 0001214659-25-016616 ↗ filed Nov 14, 2025
Holdings Value
Holdings 33 stocks · $4.4B
| MSFT Microsoft Corp. | 18.22% | 1,531,978 | $793.5M | Add +14.2% |
| TSM Taiwan Semiconductor-SP ADR | 16.10% | 2,510,134 | $701.1M | Add +19.9% |
| AMZN Amazon.com Inc. | 14.43% | 2,862,870 | $628.6M | Add +35.0% |
| META Meta Platforms Inc. Class A | 13.10% | 776,902 | $570.5M | Add +35.1% |
| SYK Stryker Corp. | 7.48% | 880,786 | $325.6M | Add +0.5% |
| MA Mastercard Inc. Class A | 7.34% | 561,617 | $319.5M | Reduce -4.3% |
| SPGI S&P Global Inc. | 7.09% | 634,680 | $308.9M | Add +12.1% |
| TMO Thermo Fisher Scientific Inc. | 6.29% | 564,493 | $273.8M | Reduce -15.2% |
| ASML ASML Holding NV-NY Reg SHS | 5.45% | 244,977 | $237.2M | Add +18861.1% |
| DHR Danaher Corp. | 4.13% | 908,063 | $180.0M | Reduce -57.1% |
| NVDA Nvidia Corp. | 0.03% | 7,467 | $1.4M | No change |
| NOW ServiceNow Inc. | 0.02% | 1,084 | $998K | No change |
| SNPS Synopsys Inc. | 0.02% | 1,830 | $903K | No change |
| ANET Arista Networks Inc. | 0.02% | 6,147 | $896K | No change |
| ADSK Autodesk Inc. | 0.02% | 2,713 | $862K | No change |
| MSCI MSCI Inc. | 0.02% | 1,461 | $829K | No change |
| A Agilent Technologies Inc. | 0.02% | 6,427 | $825K | No change |
| ADBE Adobe Inc. | 0.02% | 2,256 | $796K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 20,174 | $791K | Reduce -99.5% |
| PTC PTC Inc. | 0.02% | 3,538 | $718K | No change |
| ZTS Zoetis Inc. | 0.01% | 4,429 | $648K | Reduce -99.4% |
| CRM Salesforce Inc. | 0.01% | 2,728 | $647K | Reduce -99.7% |
| CPRT Copart Inc. | 0.01% | 14,124 | $635K | No change |
| V Visa Inc. Class A | 0.01% | 1,784 | $609K | New |
| ADP Automatic Data Processing | 0.01% | 2,072 | $608K | New |
| MCO Moody's Corp. | 0.01% | 1,162 | $554K | No change |
| COST Costco Wholesale Corp. | 0.01% | 573 | $530K | No change |
| AVGO Broadcom Inc. | 0.01% | 1,597 | $527K | Reduce -45.0% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 1,745 | $525K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 1,073 | $480K | No change |
| TDG Transdigm Group Inc. | 0.01% | 356 | $469K | Add +25.8% |
| VRSK Verisk Analytics Inc. | 0.01% | 1,812 | $456K | New |
| TRI Thomson Reuters Corp. | 0.01% | 2,674 | $415K | New |
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Reduce -99.7% | 0.01% | −5.76 |
| DHR Danaher Corp. | Reduce -57.1% | 4.13% | −5.59 |
| CMG Chipotle Mexican Grill Inc. | Reduce -99.5% | 0.02% | −5.12 |
| ZTS Zoetis Inc. | Reduce -99.4% | 0.01% | −2.72 |
| MA Mastercard Inc. Class A | Reduce -4.3% | 7.34% | −0.34 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.01 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Reduce -45.0% | 0.01% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.2% | 6.29% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | Add +18861.1% | 5.45% | +5.42 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.9% | 16.10% | +5.07 |
| AMZN Amazon.com Inc. | Add +35.0% | 14.43% | +3.61 |
| META Meta Platforms Inc. Class A | Add +35.1% | 13.10% | +3.22 |
| MSFT Microsoft Corp. | Add +14.2% | 18.22% | +2.69 |
| SPGI S&P Global Inc. | Add +12.1% | 7.09% | +0.15 |
| ADP Automatic Data Processing | New | 0.01% | +0.01 |
| V Visa Inc. Class A | New | 0.01% | +0.01 |
| GE General Electric | New | 0.01% | +0.01 |
| VRSK Verisk Analytics Inc. | New | 0.01% | +0.01 |
| TRI Thomson Reuters Corp. | New | 0.01% | +0.01 |
| TDG Transdigm Group Inc. | Add +25.8% | 0.01% | +0.00 |
| SYK Stryker Corp. | Add +0.5% | 7.48% | −0.59 |
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 |