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 | $271.42 | 15.25% | 9.66% | 35.70% | $129.1M | 20.46% | — | HELD |
| 2 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $111.5M | 17.66% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | 73.77% | 268.49% | $108.6M | 17.21% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $70.3M | 11.14% | — | HELD |
| 5 | SYK | STRYKER CORPORATION | $325.69 | -6.42% | -14.18% | 22.00% | $65.2M | 10.33% | — | HELD |
| 6 | SPGI | S&P GLOBAL INC | $411.77 | -0.78% | -18.94% | 2.88% | $60.7M | 9.62% | — | HELD |
| 7 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | 3.76% | 71.76% | $35.2M | 5.58% | — | HELD |
| 8 | DHR | DANAHER CORP DEL | $195.07 | -0.56% | 0.27% | -30.05% | $24.1M | 3.82% | — | HELD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | $46.73 | 1.59% | -57.24% | -0.18% | $19.2M | 3.04% | — | HELD |
| 10 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $7.2M | 1.13% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006447. 13F discloses long positions only — shorts, foreign equities, and options are excluded.