BlueSpruce Investments, LP
CIK 1600285
13F filing for Q2 2026・No. 3,343
- Holdings
- US$650.38M
- Quarter change
- +US$19.13M
- Entries
- 18
- Net bought (estimate)
- −US$58.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 4
- Cut 3
- Added 3
- Corporate actions 0
- Unchanged 0
Largest holdings
18 stocks worth US$650.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Added | 434,582 | US$207.54M | 31.91% |
| AMZNAmazonCOM | Added | 788,506 | US$187.93M | 28.90% |
| METAMetaCL A | Added | 237,786 | US$133.94M | 20.59% |
| GOOGLAlphabetCAP STK CL A | Cut | 162,918 | US$58.22M | 8.95% |
| AVGOBroadcomCOM | New | 132,451 | US$50.03M | 7.69% |
| MSCIMSCI INCCOM | New | 3,874 | US$2.17M | 0.33% |
| SYKSTRYKER CORPORATIONCOM | Cut | 6,474 | US$2.04M | 0.31% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 3,512 | US$1.8M | 0.28% |
| MCOMOODYS CORPCOM | New | 3,418 | US$1.55M | 0.24% |
| ASMLASML HLDG NVN Y REGISTRY SHS | New | 461 | US$917.13K | 0.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.