BlueSpruce Investments, LP

CIK 0001600285 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

BlueSpruce Investments, LP reported 18 positions worth $650.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (31.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$650.4M
2026 Q2
Positions
18
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.4%
Est. Net Flow (Q)
2026 Q2
10 / 18 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$207.5M31.91%434,582
2AMZNAMAZON COM INCSH$187.9M28.90%788,506
3METAMETA PLATFORMS INCSH$133.9M20.59%237,786
4GOOGLALPHABET INCSH$58.2M8.95%162,918
5AVGOBROADCOM INCSH$50.0M7.69%132,451
6MSCIMSCI INCSH$2.2M0.33%3,874
7SYKSTRYKER CORPORATIONSH$2.0M0.31%6,474
8MAMASTERCARD INCORPORATEDSH$1.8M0.28%3,512
9MCOMOODYS CORPSH$1.5M0.24%3,418
10ASMLASML HLDG NVSH$917.1K0.14%461

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BlueSpruce Investments, LP hold as of Q2 2026?

BlueSpruce Investments, LP reported 18 positions worth $650.4M in its Q2 2026 13F filing. Largest positions: TSM (31.9%), AMZN (28.9%), META (20.6%), GOOGL (9.0%) and AVGO (7.7%).

What did BlueSpruce Investments, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BlueSpruce Investments, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.