BlueSpruce Investments, LP
CIK: 0001600285SEC EDGAR →
Portfolio Value
$3.9B
Holdings
9
As of
Q4 2025
New Positions
5
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,482,665 | $717.0M | 18.30% |
| 2 | AMAZON COM INC | 3,037,524 | $701.1M | 17.89% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 2,013,338 | $611.8M | 15.61% |
| 4 | META PLATFORMS INC | 873,272 | $576.4M | 14.71% |
| 5 | S&P GLOBAL INC | 681,939 | $356.4M | 9.09% |
| 6 | STRYKER CORPORATION | 943,647 | $331.7M | 8.46% |
| 7 | MASTERCARD INCORPORATED | 436,143 | $249.0M | 6.35% |
| 8 | THERMO FISHER SCIENTIFIC INC | 398,018 | $230.6M | 5.89% |
| 9 | DANAHER CORPORATION | 630,960 | $144.4M | 3.69% |
Quarterly Changes
Closed Positions (24)
$237.2M · 245K shares
$1.4M · 7K shares
$998K · 1K shares
$903K · 2K shares
$896K · 6K shares
$862K · 3K shares
$829K · 1K shares
$825K · 6K shares
$796K · 2K shares
$791K · 20K shares
$718K · 4K shares
$648K · 4K shares
$647K · 3K shares
$635K · 14K shares
$609K · 2K shares
$608K · 2K shares
$554K · 1K shares
$530K · 573 shares
$527K · 2K shares
$525K · 2K shares
$480K · 1K shares
$469K · 356 shares
$456K · 2K shares
$415K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 2 | $1.3B | 33.9% |
| Healthcare | 3 | $706.7M | 18.0% |
| Consumer Cyclical | 1 | $701.1M | 17.9% |
| Financial Services | 2 | $605.4M | 15.4% |
| Communication Services | 1 | $576.4M | 14.7% |