BlueSpruce Investments, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), BlueSpruce Investments, LP reported 9 stock positions worth $3.9 billion. Its top holding was Microsoft (MSFT) at 18.3% of the portfolio, followed by Amazon.com (AMZN, 17.9%) and Taiwan Semiconductor-SP ADR (TSM, 15.6%). Compared with Q3 2025, it sold out of 24, added to 4 and reduced 5. The biggest buy was Amazon.com (AMZN, shares +6%) and the biggest sale an exit from ASML Holding NV-NY Reg SHS (ASML).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $3.9B (Q4 2025)
- SEC Filing
- 0001214659-26-001959 ↗ filed Feb 17, 2026
Holdings Value
Holdings 9 stocks · $3.9B
| MSFT Microsoft Corp. | 18.30% | 1,482,665 | $717.0M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 17.89% | 3,037,524 | $701.1M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 15.61% | 2,013,338 | $611.8M | Reduce -19.8% |
| META Meta Platforms Inc. Class A | 14.71% | 873,272 | $576.4M | Add +12.4% |
| SPGI S&P Global Inc. | 9.09% | 681,939 | $356.4M | Add +7.5% |
| SYK Stryker Corp. | 8.46% | 943,647 | $331.7M | Add +7.1% |
| MA Mastercard Inc. Class A | 6.35% | 436,143 | $249.0M | Reduce -22.3% |
| TMO Thermo Fisher Scientific Inc. | 5.89% | 398,018 | $230.6M | Reduce -29.5% |
| DHR Danaher Corp. | 3.69% | 630,960 | $144.4M | Reduce -30.5% |
Portfolio Sells Q3 2025 → Q4 2025
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −5.45 |
| MA Mastercard Inc. Class A | Reduce -22.3% | 6.35% | −0.98 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -19.8% | 15.61% | −0.48 |
| DHR Danaher Corp. | Reduce -30.5% | 3.69% | −0.45 |
| TMO Thermo Fisher Scientific Inc. | Reduce -29.5% | 5.89% | −0.40 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.03 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.02 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.02 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.02 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| PTC PTC Inc. | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.01 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.01 |
| GE General Electric | Sold out | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.01 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.01 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.01 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.01 |
| MSFT Microsoft Corp. | Reduce -3.2% | 18.30% | +0.08 |
Portfolio Buys Q3 2025 → Q4 2025
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 |