BlueSpruce Investments, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), BlueSpruce Investments, LP reported 10 stock positions worth $631.2 million. Its top holding was Amazon.com (AMZN) at 20.5% of the portfolio, followed by Meta Platforms Class A (META, 17.7%) and Taiwan Semiconductor-SP ADR (TSM, 17.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 1 and reduced 8. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Microsoft (MSFT, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $631.2M (Q1 2026)
- SEC Filing
- 0001214659-26-006447 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $631.2M
| AMZN Amazon.com Inc. | 20.46% | 620,016 | $129.1M | Reduce -79.6% |
| META Meta Platforms Inc. Class A | 17.66% | 194,859 | $111.5M | Reduce -77.7% |
| TSM Taiwan Semiconductor-SP ADR | 17.21% | 321,496 | $108.6M | Reduce -84.0% |
| GOOGL Alphabet Inc. Class A | 11.14% | 244,621 | $70.3M | New |
| SYK Stryker Corp. | 10.33% | 198,397 | $65.2M | Reduce -79.0% |
| SPGI S&P Global Inc. | 9.62% | 142,795 | $60.7M | Reduce -79.1% |
| MA Mastercard Inc. Class A | 5.58% | 70,462 | $35.2M | Reduce -83.8% |
| DHR Danaher Corp. | 3.82% | 127,295 | $24.1M | Reduce -79.8% |
| BSX Boston Scientific Corp. | 3.04% | 306,134 | $19.2M | New |
| MSFT Microsoft Corp. | 1.13% | 19,344 | $7.2M | Reduce -98.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -98.7% | 1.13% | −17.16 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −5.89 |
| MA Mastercard Inc. Class A | Reduce -83.8% | 5.58% | −0.78 |
| DHR Danaher Corp. | Reduce -79.8% | 3.82% | +0.14 |
| SPGI S&P Global Inc. | Reduce -79.1% | 9.62% | +0.53 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -84.0% | 17.21% | +1.60 |
| SYK Stryker Corp. | Reduce -79.0% | 10.33% | +1.86 |
| AMZN Amazon.com Inc. | Reduce -79.6% | 20.46% | +2.56 |
| META Meta Platforms Inc. Class A | Reduce -77.7% | 17.66% | +2.95 |
Portfolio Buys Q4 2025 → Q1 2026
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 |