BlueSpruce Investments, LP
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.9% | $259,420,537 |
| Communication Services | 29.5% | $192,164,480 |
| Consumer Cyclical | 29.0% | $188,793,848 |
| Financial Services | 1.0% | $6,234,034 |
| Healthcare | 0.5% | $2,947,924 |
| Industrials | 0.1% | $814,731 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 132,451 | $50,033,365 | |
| MSCI | MSCI Inc. | 3,874 | $2,169,594 | |
| MCO | Moodys Corp /De/ | 3,418 | $1,548,080 | |
| ASML | Asml Holding NV | 461 | $917,131 | |
| GE | General Electric Co | 2,180 | $814,731 | |
| V | Visa Inc. | 2,077 | $712,597 | |
| ISRG | Intuitive Surgical Inc | 1,280 | $509,030 | |
| AAPL | Apple Inc. | 1,662 | $480,916 | |
| NVDA | Nvidia Corp | 2,228 | $445,800 | |
| HLT | Hilton Worldwide Holdings Inc. | 1,326 | $438,189 | |
| TJX | Tjx Companies Inc /De/ | 2,793 | $423,139 | |
| IDXX | Idexx Laboratories Inc /De | 761 | $400,620 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 434,582 | $207,543,325 | 31.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 788,506 | $187,932,520 | 28.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 237,786 | $133,942,475 | 20.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 162,918 | $58,222,005 | 8.95% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 132,451 | $50,033,365 | 7.69% | |
| MSCI |
MSCI Inc.
Financial Services
|
NEW | 3,874 | $2,169,594 | 0.33% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 6,474 | $2,038,274 | 0.31% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,512 | $1,803,763 | 0.28% | |
| MCO |
Moodys Corp /De/
Financial Services
|
NEW | 3,418 | $1,548,080 | 0.24% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 461 | $917,131 | 0.14% | |
| GE |
General Electric Co
Industrials
|
NEW | 2,180 | $814,731 | 0.13% | |
| V |
Visa Inc.
Financial Services
|
NEW | 2,077 | $712,597 | 0.11% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 1,280 | $509,030 | 0.08% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,662 | $480,916 | 0.07% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 2,228 | $445,800 | 0.07% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
NEW | 1,326 | $438,189 | 0.07% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 2,793 | $423,139 | 0.07% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
NEW | 761 | $400,620 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.