BlueSpruce Investments, LP
Long book
$631.2M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsBlueSpruce Investments, LP is a concentrated fundamental stock-picker, running a $631.2M US long book across 10 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AMAZON.COM INC, META PLATFORMS INC-CLASS A, TAIWAN SEMICONDUCTOR-SP ADR, ALPHABET INC-CL A, STRYKER CORP.
Over the last 9 quarters its long book ran on average 2.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.3%
Q2 2024
+6.9%
Q3 2024
+3.1%
Q4 2024
-6.5%
Q1 2025
+11.7%
Q2 2025
+1.2%
Q3 2025
+2.4%
Q4 2025
-10.7%
Q1 2026
+12.2%
Sector allocation
Technology 41%
Consumer discretionary 25%
Services media 18%
Healthcare 16%
Long book by quarter
What does BlueSpruce Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 620.0K | $129.1M | 20.5% | -79.6% |
| META META PLATFORMS INC-CLASS A | Technology | 194.9K | $111.5M | 17.7% | -77.7% |
| GOOGL ALPHABET INC-CL A | Technology | 244.6K | $70.3M | 11.1% | New |
| SYK STRYKER CORP | Healthcare | 198.4K | $65.2M | 10.3% | -79.0% |
| SPGI S&P GLOBAL INC | Services media | 142.8K | $60.7M | 9.6% | -79.1% |
| MA MASTERCARD INC - A | Services media | 70.5K | $35.2M | 5.6% | -83.8% |
| DHR DANAHER CORP | Technology | 127.3K | $24.1M | 3.8% | -79.8% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 306.1K | $19.2M | 3.0% | New |
| MSFT MICROSOFT CORP | Technology | 19.3K | $7.2M | 1.1% | -98.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 10 | $631.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 9 | $3.92B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 33 | $4.35B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 34 | $4.30B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 34 | $4.28B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 33 | $4.92B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 35 | $5.42B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 35 | $5.44B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 12 | $5.59B | canonical | SEC ↗ |
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