Q1 2026 · 13F-HR
BlueSpruce Investments, LPholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006447
$631.2M
Reported value
10
Positions
2026-03-31
Period end
The Brief · BlueSpruce Investments, LP · Q1 2026
AI · grounded in 13F
BlueSpruce Investments, LP established a new position in GOOGL valued at $70.3M. The fund also added BSX as a new holding with a $19.2M investment. These additions coincided with a broad reduction in existing holdings, most notably trimming shares of MSFT by 98.7% and TSM by 84%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $129.1M | 20.5% | 620,016 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $111.5M | 17.7% | 194,859 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.6M | 17.2% | 321,496 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $70.3M | 11.1% | 244,621 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $65.2M | 10.3% | 198,397 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $60.7M | 9.62% | 142,795 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $35.2M | 5.58% | 70,462 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $24.1M | 3.82% | 127,295 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $19.2M | 3.04% | 306,134 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.2M | 1.13% | 19,344 | 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.