BlueSpruce Investments, LP

CHICAGO, IL · CIK 1600285 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2013 · limited partnership

As an employer

$650.4m reported value +3.0% vs Q1 2026

18positions

99.4%in top 10

12 new 3 added 3 reduced 4 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	434,582	$207.5m31.91%	31.91%	Added +113.1k	+113,086 35.2%
2	AMAZON COM INC COM AMZN	AMZN	788,506	$187.9m28.90%	28.90%	Added +168.5k	+168,490 27.2%
3	META PLATFORMS INC CL A META	META	237,786	$133.9m20.59%	20.59%	Added +42.9k	+42,927 22.0%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	162,918	$58.2m8.95%	8.95%	Reduced -81.7k	-81,703 -33.4%
5	BROADCOM INC COM AVGO	AVGO	132,451	$50.0m7.69%	7.69%	New
6	MSCI INC COM MSCI	MSCI	3,874	$2.2m0.33%	0.33%	New
7	STRYKER CORPORATION COM SYK	SYK	6,474	$2.0m0.31%	0.31%	Reduced -191.9k	-191,923 -96.7%
8	MASTERCARD INCORPORATED CL A MA	MA	3,512	$1.8m0.28%	0.28%	Reduced -67.0k	-66,950 -95.0%
9	MOODYS CORP COM MCO	MCO	3,418	$1.5m0.24%	0.24%	New
10	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	461	$917.1k0.14%	0.14%	New
11	GE AEROSPACE COM NEW GE	GE	2,180	$814.7k0.13%	0.13%	New
12	VISA INC COM CL A V	V	2,077	$712.6k0.11%	0.11%	New
13	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,280	$509.0k0.08%	0.08%	New
14	APPLE INC COM AAPL	AAPL	1,662	$480.9k0.07%	0.07%	New
15	NVIDIA CORPORATION COM NVDA	NVDA	2,228	$445.8k0.07%	0.07%	New
16	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,326	$438.2k0.07%	0.07%	New
17	TJX COS INC NEW COM TJX	TJX	2,793	$423.1k0.07%	0.07%	New
18	IDEXX LABS INC COM IDXX	IDXX	761	$400.6k0.06%	0.06%	New

Security	Ticker	Shares held before	Value then
S&P GLOBAL INC SPGI	SPGI	142,795	$60.7m142.8k shares
DANAHER CORPORATION DHR	DHR	127,295	$24.1m127.3k shares
BOSTON SCIENTIFIC CORP BSX	BSX	306,134	$19.2m306.1k shares
MICROSOFT CORP MSFT	MSFT	19,344	$7.2m19.3k shares