Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BlueSpruce Investments, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

BlueSpruce Investments, LP (CIK 1600285) reported $650.4M across 18 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($207.5M, 31.91%), AMZN ($187.9M, 28.90%), META ($133.9M, 20.59%), GOOGL ($58.2M, 8.95%), AVGO ($50.0M, 7.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TSMTAIWAN SEMICONDUCTOR MANUFAC$207.5M31.91%434,582Added
2AMZNAMAZON COM INC$187.9M28.90%788,506Added
3METAMETA PLATFORMS INC$133.9M20.59%237,786Added
4GOOGLALPHABET INC$58.2M8.95%162,918Trimmed
5AVGOBROADCOM INC$50.0M7.69%132,451New
6MSCIMSCI INC$2.2M0.33%3,874New
7SYKSTRYKER CORPORATION$2.0M0.31%6,474Trimmed
8MAMASTERCARD INCORPORATED$1.8M0.28%3,512Trimmed
9MCOMOODYS CORP$1.5M0.24%3,418New
10ASMLASML HLDG NV$917,1320.14%461New
11GEGE AEROSPACE$814,7310.13%2,180New
12VVISA INC$712,5980.11%2,077New
13ISRGINTUITIVE SURGICAL INC$509,0300.08%1,280New
14AAPLAPPLE INC$480,9160.07%1,662New
15HLTHILTON WORLDWIDE HLDGS INC$438,1900.07%1,326New
16NVDANVIDIA CORPORATION$445,8010.07%2,228New
17TJXTJX COS INC NEW$423,1400.07%2,793New
18IDXXIDEXX LABS INC$400,6210.06%761New
19BSXBOSTON SCIENTIFIC CORP$00.00%0Exited
20DHRDANAHER CORP DEL$00.00%0Exited
21MSFTMICROSOFT CORP$00.00%0Exited
22SPGIS&P GLOBAL INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30