Institutional
BlueSpruce Investments, LP
CIK 0001600285
$631.2M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $129.1M | 20.46% | — | HELD |
| 2 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $111.5M | 17.66% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $391.25 | 4.43% | 61.05% | 241.53% | $108.6M | 17.21% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.51% | 132.04% | $70.3M | 11.14% | — | HELD |
| 5 | SYK | STRYKER CORPORATION | $350.83 | -0.40% | -6.40% | 33.06% | $65.2M | 10.33% | — | HELD |
| 6 | SPGI | S&P GLOBAL INC | $418.01 | -0.39% | -18.03% | 4.03% | $60.7M | 9.62% | — | HELD |
| 7 | MA | MASTERCARD INCORPORATED | $578.95 | 2.77% | 1.24% | 67.59% | $35.2M | 5.58% | — | HELD |
| 8 | DHR | DANAHER CORP DEL | $195.11 | -0.70% | 0.43% | -29.94% | $24.1M | 3.82% | — | HELD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | $44.63 | -3.06% | -56.36% | 1.88% | $19.2M | 3.04% | — | HELD |
| 10 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $7.2M | 1.13% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006447. 13F discloses long positions only — shorts, foreign equities, and options are excluded.