MondegarAI
BlueSpruce Investments, LP

Q4 2024 · 13F-HR

BlueSpruce Investments, LPholdings as filed

Filed 2025-02-14 · accession 0001214659-25-002825

$4.92B
Reported value
33
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$620.7M12.6%1,472,499CommonSOLE
023135106AMZNAMAZON COM INC$573.7M11.7%2,614,824CommonSOLE
00724F101ADBEADOBE INC$503.3M10.2%1,131,809CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$453.7M9.22%2,297,472CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$423.4M8.60%813,821CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$388.3M7.89%737,352CommonSOLE
863667101SYKSTRYKER CORPORATION$334.4M6.79%928,673CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$297.5M6.04%1,016,224CommonSOLE
79466L302CRMSALESFORCE INC$276.7M5.62%827,659CommonSOLE
002824100ABTABBOTT LABS$271.3M5.51%2,398,826CommonSOLE
G4705A100ICLRICON PLC$256.5M5.21%1,223,117CommonSOLE
931142103WMTWALMART INC$216.8M4.41%2,400,054CommonSOLE
78409V104SPGIS&P GLOBAL INC$178.9M3.63%359,131CommonSOLE
235851102DHRDANAHER CORPORATION$113.9M2.31%496,004CommonSOLE
92826C839VVISA INC$927,5770.02%2,935CommonSOLE
55354G100MSCIMSCI INC$876,6150.02%1,461CommonSOLE
461202103INTUINTUIT$874,2440.02%1,391CommonSOLE
81762P102NOWSERVICENOW INC$869,2980.02%820CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$841,2880.02%2,800CommonSOLE
369604301GEGE AEROSPACE$743,8830.02%4,460CommonSOLE
98978V103ZTSZOETIS INC$730,7410.01%4,485CommonSOLE
67066G104NVDANVIDIA CORPORATION$694,6820.01%5,173CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$663,3000.01%11,000CommonSOLE
N07059210ASMLASML HOLDING N V$630,7030.01%910CommonSOLE
45168D104IDXXIDEXX LABS INC$626,7750.01%1,516CommonSOLE
512807306LRCXLAM RESEARCH CORP$611,7880.01%8,470CommonSOLE
038222105AMATAPPLIED MATLS INC$598,8040.01%3,682CommonSOLE
893641100TDGTRANSDIGM GROUP INC$598,1560.01%472CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$525,5200.01%1,908CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$513,9460.01%420CommonSOLE
988498101YUMYUM BRANDS INC$509,4060.01%3,797CommonSOLE
871607107SNPSSYNOPSYS INC$477,5940.01%984CommonSOLE
02079K305GOOGLALPHABET INC$443,1510.01%2,341CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.