The Analysis of BlueSpruce Investments, LP's Holdings & P&L

Currently, BlueSpruce Investments, LP holds 10 types of securities in its portfolio with a total value $631.2M. In the most recent quarter, they have increased their positions in GOOGL (+244.6K shares, valued at $70.3M), BSX (+306.1K shares, valued at $19.2M); decreased their positions in TSM (-1.7M shares, valued at $571.8M), MSFT (-1.5M shares, valued at $541.7M), AMZN (-2.4M shares, valued at $503.5M); initiated new positions in GOOGL (+244.6K shares, valued at $70.3M), BSX (+306.1K shares, valued at $19.2M).

1M P&L

+21.0M+3.55%

3M P&L

-24.2M-3.80%

HY P&L

-22.1M-3.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information181.8M

28.8%

2Internet Retail129.1M

20.5%

3Semiconductors108.6M

17.2%

Top Industries by Stock Count

1Internet Content & Information2 stocks

20.0%

2Medical Devices2 stocks

20.0%

3Internet Retail1 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC620.0K shares-79.59%2026-03-312026-05-15

META META PLATFORMS INC194.9K shares-77.69%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC321.5K shares-84.03%2026-03-312026-05-15

GOOGL ALPHABET INC244.6K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION198.4K shares-78.98%2026-03-312026-05-15

SPGI S&P GLOBAL INC142.8K shares-79.06%2026-03-312026-05-15

MA MASTERCARD INCORPORATED70.5K shares-83.84%2026-03-312026-05-15

DHR DANAHER CORP DEL127.3K shares-79.83%2026-03-312026-05-15