BlueSpruce Investments, LP — 13F holdings

BlueSpruce Investments, LP reported 18 holdings worth $650M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $208M (31.9%)
  2. AMZN AMAZON COM INC — $188M (28.9%)
  3. META META PLATFORMS INC — $134M (20.6%)
  4. GOOGL ALPHABET INC — $58.2M (9.0%)
  5. AVGO BROADCOM INC — $50.0M (7.7%)
  6. MSCI MSCI INC — $2.17M (0.3%)
  7. SYK STRYKER CORPORATION — $2.04M (0.3%)
  8. MA MASTERCARD INCORPORATED — $1.80M (0.3%)
  9. MCO MOODYS CORP — $1.55M (0.2%)
  10. ASML ASML HOLDING N V — $917K (0.1%)