BlueSpruce Investments, LP 13F Holdings · Q2 2026
BlueSpruce Investments, LP reported 18 securities worth $650.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (31.91%), AMZN (28.90%), META (20.59%). Among its top 25 positions this quarter: 12 new, 3 added, 3 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $207.5M | 31.91% | 434,582 | Added |
| 2 | AMZN | AMAZON COM INC | $187.9M | 28.90% | 788,506 | Added |
| 3 | META | META PLATFORMS INC | $133.9M | 20.59% | 237,786 | Added |
| 4 | GOOGL | ALPHABET INC | $58.2M | 8.95% | 162,918 | Trimmed |
| 5 | AVGO | BROADCOM INC | $50.0M | 7.69% | 132,451 | New |
| 6 | MSCI | MSCI INC | $2.2M | 0.33% | 3,874 | New |
| 7 | SYK | STRYKER CORPORATION | $2.0M | 0.31% | 6,474 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $1.8M | 0.28% | 3,512 | Trimmed |
| 9 | MCO | MOODYS CORP | $1.5M | 0.24% | 3,418 | New |
| 10 | ASML | ASML HLDG NV | $917,132 | 0.14% | 461 | New |
| 11 | GE | GE AEROSPACE | $814,731 | 0.13% | 2,180 | New |
| 12 | V | VISA INC | $712,598 | 0.11% | 2,077 | New |
| 13 | ISRG | INTUITIVE SURGICAL INC | $509,030 | 0.08% | 1,280 | New |
| 14 | AAPL | APPLE INC | $480,916 | 0.07% | 1,662 | New |
| 15 | HLT | HILTON WORLDWIDE HLDGS INC | $438,190 | 0.07% | 1,326 | New |
| 16 | NVDA | NVIDIA CORPORATION | $445,801 | 0.07% | 2,228 | New |
| 17 | TJX | TJX COS INC NEW | $423,140 | 0.07% | 2,793 | New |
| 18 | IDXX | IDEXX LABS INC | $400,621 | 0.06% | 761 | New |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 20 | DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | Exited |
| 21 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 22 | SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR