BlueSpruce Investments, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
BlueSpruce Investments, LP disclosed 18 US equity positions worth $650.4m in its Q2 2026 13F filing. The largest position was TSM at 31.9% of the reported book, followed by AMZN and META. Against the Q1 2026 filing, it opened 12 new positions, added to 3 and reduced 3 among the top 18 holdings.
What did BlueSpruce Investments, LP own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 31.9% | $207.5m | 434,582 | 35% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 28.9% | $187.9m | 788,506 | 27% | added |
| 3 | META META PLATFORMS INC | Communication Services | 20.6% | $133.9m | 237,786 | 22% | added |
| 4 | GOOGL ALPHABET INC | Communication Services | 9.0% | $58.2m | 162,918 | -33% | reduced |
| 5 | AVGO BROADCOM INC | Technology | 7.7% | $50.0m | 132,451 | – | new |
| 6 | MSCI MSCI INC | Financial Services | 0.3% | $2.2m | 3,874 | – | new |
| 7 | SYK STRYKER CORPORATION | Healthcare | 0.3% | $2.0m | 6,474 | -97% | reduced |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 0.3% | $1.8m | 3,512 | -95% | reduced |
| 9 | MCO MOODYS CORP | Financial Services | 0.2% | $1.5m | 3,418 | – | new |
| 10 | ASML ASML HLDG NV | Technology | 0.1% | $917.1k | 461 | – | new |
| 11 | GE GE AEROSPACE | Industrials | 0.1% | $814.7k | 2,180 | – | new |
| 12 | V VISA INC | Financial Services | 0.1% | $712.6k | 2,077 | – | new |
| 13 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.1% | $509.0k | 1,280 | – | new |
| 14 | AAPL APPLE INC | Technology | 0.1% | $480.9k | 1,662 | – | new |
| 15 | NVDA NVIDIA CORPORATION | Technology | 0.1% | $445.8k | 2,228 | – | new |
| 16 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 0.1% | $438.2k | 1,326 | – | new |
| 17 | TJX TJX COS INC NEW | Consumer Cyclical | 0.1% | $423.1k | 2,793 | – | new |
| 18 | IDXX IDEXX LABS INC | Healthcare | 0.1% | $400.6k | 761 | – | 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.