BlueSpruce Investments, LP

CIK

1600285

Location

CHICAGO, IL

Portfolio Value

Small $627,973,254

Diversification

Diversified

Filing Date

Global Rank

#2,304 / 8,605 ▼ 1499 · as of Mar 2026

Top Industry

Internet Content & Information 29.0%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.8%

SPY

+76.5%

Annualised alpha

-4.7%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.6%

+2.2 pts

Top 5

77.2%

+1.7 pts

Top 10

100.0%

0.0 pts

HHI

1,411

Diversified+48

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	29.0%	$181,827,893	2
Consumer Cyclical	20.6%	$129,130,732	1
Technology	18.4%	$115,810,141	2
Healthcare	17.3%	$108,536,310	3
Financial Services	14.8%	$92,668,178	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−2,417,508	620,016	$129,130,732
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,691,842	321,496	$108,649,573
MSFT	Microsoft Corp	−1,463,321	19,344	$7,160,568
SYK	Stryker Corp	−745,250	198,397	$65,191,270
META	Meta Platforms, Inc.	−678,413	194,859	$111,484,679
SPGI	S&P Global Inc.	−539,144	142,795	$57,461,136
DHR	Danaher Corp /De/	−503,665	127,295	$24,135,132
MA	Mastercard Inc	−365,681	70,462	$35,207,042
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	244,621	$70,343,214
BSX	Boston Scientific Corp	306,134	$19,209,908
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TMO	Thermo Fisher Scientific Inc.	398,018	$230,631,530
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $627,973,254 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	620,016	-2,417,508	$129,130,732	−81.6%	20.56%
META	Meta Platforms, Inc. Communication Services	Reduced	194,859	-678,413	$111,484,679	−80.7%	17.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	321,496	-1,691,842	$108,649,573	−82.2%	17.30%
GOOGL	Alphabet Inc. Communication Services	NEW	244,621	NEW	$70,343,214	NEW	11.20%
SYK	Stryker Corp Healthcare	Reduced	198,397	-745,250	$65,191,270	−80.3%	10.38%
SPGI	S&P Global Inc. Financial Services	Reduced	142,795	-539,144	$57,461,136	−83.0%	9.15%
MA	Mastercard Inc Financial Services	Reduced	70,462	-365,681	$35,207,042	−85.9%	5.61%
DHR	Danaher Corp /De/ Healthcare	Reduced	127,295	-503,665	$24,135,132	−83.3%	3.84%
BSX	Boston Scientific Corp Healthcare	NEW	306,134	NEW	$19,209,908	NEW	3.06%
MSFT	Microsoft Corp Technology	Reduced	19,344	-1,463,321	$7,160,568	−99.0%	1.14%