BlueSpruce Investments, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
BlueSpruce Investments, LP disclosed 10 US equity positions worth $631.2m in its Q1 2026 13F filing. The largest position was AMZN at 20.5% of the reported book, followed by META and TSM.
What did BlueSpruce Investments, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 20.5% | $129.1m | 620,016 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 17.7% | $111.5m | 194,859 | – | |
| 3 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 17.2% | $108.6m | 321,496 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 11.1% | $70.3m | 244,621 | – | |
| 5 | SYK STRYKER CORPORATION | Healthcare | 10.3% | $65.2m | 198,397 | – | |
| 6 | SPGI S&P GLOBAL INC | Financial Services | 9.6% | $60.7m | 142,795 | – | |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 5.6% | $35.2m | 70,462 | – | |
| 8 | DHR DANAHER CORP DEL | Healthcare | 3.8% | $24.1m | 127,295 | – | |
| 9 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.0% | $19.2m | 306,134 | – | |
| 10 | MSFT MICROSOFT CORP | Technology | 1.1% | $7.2m | 19,344 | – |
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.