Q4 2025 · 13F-HR
BlueSpruce Investments, LPholdings as filed
Filed 2026-02-17 · accession 0001214659-26-001959
$3.92B
Reported value
9
Positions
2025-12-31
Period end
The Brief · BlueSpruce Investments, LP · Q4 2025
AI · grounded in 13F
BlueSpruce Investments, LP closed its entire position in ASML, reducing its holdings by $237.16M. The fund also trimmed stakes in DHR by 30.5% and TMO by 29.5%. Conversely, the fund increased its exposure to META by 12.4% and SPGI by 7.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $717.0M | 18.3% | 1,482,665 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $701.1M | 17.9% | 3,037,524 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $611.8M | 15.6% | 2,013,338 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $576.4M | 14.7% | 873,272 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $356.4M | 9.09% | 681,939 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $331.7M | 8.46% | 943,647 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $249.0M | 6.35% | 436,143 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $230.6M | 5.89% | 398,018 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $144.4M | 3.69% | 630,960 | Common | SOLE |
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.