BlueSpruce Investments, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
BlueSpruce Investments, LP disclosed 34 US equity positions worth $4.3bn in its Q2 2025 13F filing. The largest position was MSFT at 15.5% of the reported book, followed by TSM and AMZN. Against the Q1 2025 filing, it opened 5 new positions, added to 6 and reduced 14 among the top 34 holdings.
What did BlueSpruce Investments, LP own in Q2 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 15.5% | $667.4m | 1,341,847 | -5% | reduced |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.0% | $474.0m | 2,092,803 | -13% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.8% | $465.1m | 2,120,169 | -19% | reduced |
| 4 | META META PLATFORMS INC | Communication Services | 9.9% | $424.4m | 575,000 | -14% | reduced |
| 5 | DHR DANAHER CORPORATION | Healthcare | 9.7% | $418.0m | 2,115,825 | -4% | reduced |
| 6 | SYK STRYKER CORPORATION | Healthcare | 8.1% | $346.6m | 876,176 | -14% | reduced |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 7.7% | $329.7m | 586,782 | -20% | reduced |
| 8 | SPGI S&P GLOBAL INC | Financial Services | 6.9% | $298.5m | 566,049 | -27% | reduced |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 6.3% | $269.9m | 665,750 | 18% | added |
| 10 | CRM SALESFORCE INC | Technology | 5.8% | $248.1m | 909,917 | -4% | reduced |
| 11 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 5.1% | $220.7m | 3,930,732 | 24761% | added |
| 12 | ZTS ZOETIS INC | Healthcare | 2.7% | $117.3m | 752,351 | 21663% | added |
| 13 | NVDA NVIDIA CORPORATION | Technology | 0.0% | $1.2m | 7,467 | 0% | held |
| 14 | NOW SERVICENOW INC | Technology | 0.0% | $1.1m | 1,084 | 38% | added |
| 15 | IDXX IDEXX LABS INC | Healthcare | 0.0% | $1.1m | 2,053 | 0% | held |
| 16 | ASML ASML HOLDING N V | Technology | 0.0% | $1.0m | 1,292 | 42% | added |
| 17 | SNPS SYNOPSYS INC | Technology | 0.0% | $938.2k | 1,830 | 0% | held |
| 18 | ADBE ADOBE INC | Technology | 0.0% | $872.8k | 2,256 | -100% | reduced |
| 19 | MSCI MSCI INC | Financial Services | 0.0% | $842.6k | 1,461 | 0% | held |
| 20 | ADSK AUTODESK INC | Technology | 0.0% | $839.9k | 2,713 | -17% | reduced |
| 21 | AVGO BROADCOM INC | Technology | 0.0% | $800.2k | 2,903 | 0% | held |
| 22 | A AGILENT TECHNOLOGIES INC | Healthcare | 0.0% | $758.5k | 6,427 | – | new |
| 23 | CPRT COPART INC | Industrials | 0.0% | $693.1k | 14,124 | 4% | added |
| 24 | INTU INTUIT | Technology | 0.0% | $652.9k | 829 | -40% | reduced |
| 25 | ANET ARISTA NETWORKS INC | Technology | 0.0% | $628.9k | 6,147 | 0% | held |
| 26 | PTC PTC INC | Technology | 0.0% | $609.7k | 3,538 | 0% | held |
| 27 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.0% | $583.1k | 1,073 | – | new |
| 28 | MCO MOODYS CORP | Financial Services | 0.0% | $582.8k | 1,162 | – | new |
| 29 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.0% | $573.8k | 1,862 | -34% | reduced |
| 30 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.0% | $567.2k | 573 | – | new |
| 31 | YUM YUM BRANDS INC | Consumer Cyclical | 0.0% | $562.6k | 3,797 | 0% | held |
| 32 | FISV FISERV INC | 0.0% | $540.9k | 3,137 | – | new | |
| 33 | WMT WALMART INC | Consumer Defensive | 0.0% | $431.0k | 4,408 | 0% | held |
| 34 | TDG TRANSDIGM GROUP INC | Industrials | 0.0% | $430.3k | 283 | -40% | 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.