BlueSpruce Investments, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
BlueSpruce Investments, LP disclosed 34 US equity positions worth $4.3bn in its Q1 2025 13F filing. The largest position was MSFT at 12.4% of the reported book, followed by AMZN and DHR. Against the Q4 2024 filing, it opened 7 new positions, added to 10 and reduced 9 among the top 34 holdings.
What did BlueSpruce Investments, LP own in Q1 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 12.4% | $530.2m | 1,412,510 | -4% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.7% | $500.3m | 2,629,403 | 1% | added |
| 3 | DHR DANAHER CORPORATION | Healthcare | 10.6% | $452.6m | 2,207,733 | 345% | added |
| 4 | MA MASTERCARD INCORPORATED | Financial Services | 9.4% | $403.8m | 736,767 | -0% | held |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.3% | $398.0m | 2,397,659 | 4% | added |
| 6 | SPGI S&P GLOBAL INC | Financial Services | 9.2% | $395.5m | 778,484 | 117% | added |
| 7 | META META PLATFORMS INC | Communication Services | 9.0% | $386.3m | 670,230 | – | new |
| 8 | SYK STRYKER CORPORATION | Healthcare | 8.8% | $377.2m | 1,013,279 | 9% | added |
| 9 | ADBE ADOBE INC | Technology | 6.8% | $289.9m | 755,861 | -33% | reduced |
| 10 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 6.5% | $280.2m | 563,046 | -31% | reduced |
| 11 | CRM SALESFORCE INC | Technology | 5.9% | $253.7m | 945,394 | 14% | added |
| 12 | IDXX IDEXX LABS INC | Healthcare | 0.0% | $862.2k | 2,053 | 35% | added |
| 13 | ADSK AUTODESK INC | Technology | 0.0% | $856.6k | 3,272 | – | new |
| 14 | INTU INTUIT | Technology | 0.0% | $854.1k | 1,391 | 0% | held |
| 15 | MSCI MSCI INC | Financial Services | 0.0% | $826.2k | 1,461 | 0% | held |
| 16 | NVDA NVIDIA CORPORATION | Technology | 0.0% | $809.3k | 7,467 | 44% | added |
| 17 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 0.0% | $793.9k | 15,811 | 44% | added |
| 18 | SNPS SYNOPSYS INC | Technology | 0.0% | $784.8k | 1,830 | 86% | added |
| 19 | CPRT COPART INC | Industrials | 0.0% | $771.6k | 13,635 | – | new |
| 20 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.0% | $712.1k | 2,800 | 0% | held |
| 21 | TDG TRANSDIGM GROUP INC | Industrials | 0.0% | $652.9k | 472 | 0% | held |
| 22 | NOW SERVICENOW INC | Technology | 0.0% | $624.2k | 784 | -4% | reduced |
| 23 | ASML ASML HOLDING N V | Technology | 0.0% | $603.0k | 910 | 0% | held |
| 24 | YUM YUM BRANDS INC | Consumer Cyclical | 0.0% | $597.5k | 3,797 | 0% | held |
| 25 | ZTS ZOETIS INC | Healthcare | 0.0% | $569.2k | 3,457 | -23% | reduced |
| 26 | GE GE AEROSPACE | Industrials | 0.0% | $557.6k | 2,786 | -38% | reduced |
| 27 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 0.0% | $557.3k | 1,824 | -100% | reduced |
| 28 | PTC PTC INC | Technology | 0.0% | $548.2k | 3,538 | – | new |
| 29 | AMAT APPLIED MATLS INC | Technology | 0.0% | $534.3k | 3,682 | 0% | held |
| 30 | CTAS CINTAS CORP | Industrials | 0.0% | $513.2k | 2,497 | – | new |
| 31 | ABT ABBOTT LABS | Healthcare | 0.0% | $497.7k | 3,752 | -100% | reduced |
| 32 | AVGO BROADCOM INC | Technology | 0.0% | $486.0k | 2,903 | – | new |
| 33 | ANET ARISTA NETWORKS INC | Technology | 0.0% | $476.3k | 6,147 | – | new |
| 34 | WMT WALMART INC | Consumer Defensive | 0.0% | $387.0k | 4,408 | -100% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.