BlueSpruce Investments, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
BlueSpruce Investments, LP disclosed 33 US equity positions worth $4.4bn in its Q3 2025 13F filing. The largest position was MSFT at 18.2% of the reported book, followed by TSM and AMZN. Against the Q2 2025 filing, it opened 5 new positions, added to 8 and reduced 7 among the top 33 holdings.
What did BlueSpruce Investments, LP own in Q3 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 18.2% | $793.5m | 1,531,978 | 14% | added |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 16.1% | $701.1m | 2,510,134 | 20% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 14.4% | $628.6m | 2,862,870 | 35% | added |
| 4 | META META PLATFORMS INC | Communication Services | 13.1% | $570.5m | 776,902 | 35% | added |
| 5 | SYK STRYKER CORPORATION | Healthcare | 7.5% | $325.6m | 880,786 | 1% | added |
| 6 | MA MASTERCARD INCORPORATED | Financial Services | 7.3% | $319.5m | 561,617 | -4% | reduced |
| 7 | SPGI S&P GLOBAL INC | Financial Services | 7.1% | $308.9m | 634,680 | 12% | added |
| 8 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 6.3% | $273.8m | 564,493 | -15% | reduced |
| 9 | ASML ASML HOLDING N V | Technology | 5.4% | $237.2m | 244,977 | 18861% | added |
| 10 | DHR DANAHER CORPORATION | Healthcare | 4.1% | $180.0m | 908,063 | -57% | reduced |
| 11 | NVDA NVIDIA CORPORATION | Technology | 0.0% | $1.4m | 7,467 | 0% | held |
| 12 | NOW SERVICENOW INC | Technology | 0.0% | $997.6k | 1,084 | 0% | held |
| 13 | SNPS SYNOPSYS INC | Technology | 0.0% | $902.9k | 1,830 | 0% | held |
| 14 | ANET ARISTA NETWORKS INC | Technology | 0.0% | $895.7k | 6,147 | 0% | held |
| 15 | ADSK AUTODESK INC | Technology | 0.0% | $861.8k | 2,713 | 0% | held |
| 16 | MSCI MSCI INC | Financial Services | 0.0% | $829.0k | 1,461 | 0% | held |
| 17 | A AGILENT TECHNOLOGIES INC | Healthcare | 0.0% | $824.9k | 6,427 | 0% | held |
| 18 | ADBE ADOBE INC | Technology | 0.0% | $795.8k | 2,256 | 0% | held |
| 19 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 0.0% | $790.6k | 20,174 | -99% | reduced |
| 20 | PTC PTC INC | Technology | 0.0% | $718.3k | 3,538 | 0% | held |
| 21 | ZTS ZOETIS INC | Healthcare | 0.0% | $648.1k | 4,429 | -99% | reduced |
| 22 | CRM SALESFORCE INC | Technology | 0.0% | $646.5k | 2,728 | -100% | reduced |
| 23 | CPRT COPART INC | Industrials | 0.0% | $635.2k | 14,124 | 0% | held |
| 24 | V VISA INC | Financial Services | 0.0% | $609.0k | 1,784 | – | new |
| 25 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 0.0% | $608.1k | 2,072 | – | new |
| 26 | MCO MOODYS CORP | Financial Services | 0.0% | $553.7k | 1,162 | 0% | held |
| 27 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.0% | $530.4k | 573 | 0% | held |
| 28 | AVGO BROADCOM INC | Technology | 0.0% | $526.9k | 1,597 | -45% | reduced |
| 29 | GE GE AEROSPACE | Industrials | 0.0% | $524.9k | 1,745 | – | new |
| 30 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.0% | $479.9k | 1,073 | 0% | held |
| 31 | TDG TRANSDIGM GROUP INC | Industrials | 0.0% | $469.2k | 356 | 26% | added |
| 32 | VRSK VERISK ANALYTICS INC | Industrials | 0.0% | $455.7k | 1,812 | – | new |
| 33 | TRI4EUR THOMSON REUTERS CORP | 0.0% | $415.4k | 2,674 | – | new |
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.