BlueSpruce Investments, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
BlueSpruce Investments, LP disclosed 9 US equity positions worth $3.9bn in its Q4 2025 13F filing. The largest position was MSFT at 18.3% of the reported book, followed by AMZN and TSM. Against the Q3 2025 filing, it opened 0 new positions, added to 4 and reduced 5 among the top 9 holdings.
What did BlueSpruce Investments, LP own in Q4 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 18.3% | $717.0m | 1,482,665 | -3% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 17.9% | $701.1m | 3,037,524 | 6% | added |
| 3 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 15.6% | $611.8m | 2,013,338 | -20% | reduced |
| 4 | META META PLATFORMS INC | Communication Services | 14.7% | $576.4m | 873,272 | 12% | added |
| 5 | SPGI S&P GLOBAL INC | Financial Services | 9.1% | $356.4m | 681,939 | 7% | added |
| 6 | SYK STRYKER CORPORATION | Healthcare | 8.5% | $331.7m | 943,647 | 7% | added |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 6.4% | $249.0m | 436,143 | -22% | reduced |
| 8 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 5.9% | $230.6m | 398,018 | -29% | reduced |
| 9 | DHR DANAHER CORPORATION | Healthcare | 3.7% | $144.4m | 630,960 | -31% | 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.