Q2 2026 13F · SEC CIK 1600285
BlueSpruce Investments, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $650.4M
- Reported positions
- 18
- Top holdings a year, 3 yrs
- +14.1%
- Assets under management
- $4.5B
BlueSpruce Investments, LP is a hedge fund that reported 18 positions worth $650.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 31.9%), Amazon Com Inc Com (AMZN, 28.9%), Meta Platforms Inc Class A (META, 20.6%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 20.4% for the S&P 500.
BlueSpruce Investments, LP holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | 31.9% | +35.2% | $207.5M |
| AMZNAmazon Com Inc Com | 28.9% | +27.2% | $187.9M |
| METAMeta Platforms Inc Class A | 20.6% | +22.0% | $133.9M |
| GOOGLAlphabet Inc | 9.0% | -33.4% | $58.2M |
| AVGOBroadcom Inc | 7.7% | — | $50.0M |
| MSCIMSCI Inc | 0.3% | — | $2.2M |
| SYKStryker Corporation | 0.3% | -96.7% | $2.0M |
| MAMastercard Inc. | 0.3% | -95.0% | $1.8M |
| MCOMoodys Corp | 0.2% | — | $1.5M |
| ASMLAsml Hldg NV | 0.1% | — | $917K |
| GEGe Aerospace | 0.1% | — | $815K |
| VVisa Inc Com Cl A | 0.1% | — | $713K |
| ISRGIntuitive Surgical Inc | 0.1% | — | $509K |
| AAPLApple Inc | 0.1% | — | $481K |
| NVDANvidia Corporation Com | 0.1% | — | $446K |
| HLTHilton Worldwide Holdings Inc | 0.1% | — | $438K |
| TJXTjx Cos Inc New Com | 0.1% | — | $423K |
| IDXXIdexx Labs Inc | 0.1% | — | $401K |
What BlueSpruce Investments, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- AVGO Broadcom Inc7.7% of 13F
- MSCI MSCI Inc0.3% of 13F
- MCO Moodys Corp0.2% of 13F
- ASML Asml Hldg NV0.1% of 13F
- GE Ge Aerospace0.1% of 13F
- V Visa Inc Com Cl A0.1% of 13F
- ISRG Intuitive Surgical Inc0.1% of 13F
- AAPL Apple Inc0.1% of 13F
Added to
- TSM Taiwan Semiconductor Manufac+35.2% shares
- AMZN Amazon Com Inc Com+27.2% shares
- META Meta Platforms Inc Class A+22.0% shares
Reduced
- SYK Stryker Corporation-96.7% shares
- MA Mastercard Inc.-95.0% shares
- GOOGL Alphabet Inc-33.4% shares
Sold out
- SPGI S&P Global Inc.was 9.6%
- DHR Danaher Corporationwas 3.8%
- BSX Boston Scientific Corpwas 3.0%
- MSFT Microsoft Corpwas 1.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.4% /yr
- S&P 500 +20.1%
- 3 years
- +14.1% /yr
- S&P 500 +20.4%
- 5 years
- +8.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $650.4M | 18 |
| Q1 2026 | $631.2M | 10 |
| Q4 2025 | $3.9B | 9 |
| Q3 2025 | $4.4B | 33 |
| Q2 2025 | $4.3B | 34 |
| Q1 2025 | $4.3B | 34 |
| Q4 2024 | $4.9B | 33 |
| Q3 2024 | $5.4B | 35 |
| Q2 2024 | $5.4B | 35 |
| Q1 2024 | $5.6B | 12 |
| Q4 2023 | $5.2B | 11 |
| Q3 2023 | $5.5B | 10 |
Questions about BlueSpruce Investments, LP's portfolio
What stocks does BlueSpruce Investments, LP own?
BlueSpruce Investments, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 18 positions worth $650.4M. The largest are Taiwan Semiconductor Manufac (TSM) at 31.9%, Amazon Com Inc Com (AMZN) at 28.9%, Meta Platforms Inc Class A (META) at 20.6%, Alphabet Inc (GOOGL) at 9.0% and Broadcom Inc (AVGO) at 7.7%.
What did BlueSpruce Investments, LP buy last quarter?
In Q2 2026, BlueSpruce Investments, LP added a new position in Broadcom Inc (AVGO), a new position in MSCI Inc (MSCI), a new position in Moodys Corp (MCO), a new position in Asml Hldg NV (ASML), a new position in Ge Aerospace (GE), Taiwan Semiconductor Manufac (TSM) (+35.2% shares), Amazon Com Inc Com (AMZN) (+27.2% shares) and Meta Platforms Inc Class A (META) (+22.0% shares), compared with its Q1 2026 filing.
What did BlueSpruce Investments, LP sell last quarter?
In Q2 2026, BlueSpruce Investments, LP sold all of S&P Global Inc. (SPGI), sold all of Danaher Corporation (DHR), sold all of Boston Scientific Corp (BSX), sold all of Microsoft Corp (MSFT), Stryker Corporation (SYK) (-96.7% shares), Mastercard Inc. (MA) (-95.0% shares) and Alphabet Inc (GOOGL) (-33.4% shares), compared with its Q1 2026 filing.
How has BlueSpruce Investments, LP's portfolio performed?
A portfolio copying BlueSpruce Investments, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.4% against +20.1%. Over 5 years: +8.0% a year against +11.6%.
When is BlueSpruce Investments, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. BlueSpruce Investments, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does BlueSpruce Investments, LP manage?
BlueSpruce Investments, LP reported $4.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $650.4M.