Blue Spruce Investments, LP Portfolio Holdings

Blue Spruce Investments, LP

  • $4.35 Billion
  • Q3 2025

Blue Spruce Investments, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.35 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $793M, Taiwan Semiconductor Manufacturing CO LTD with a value of $701M, Amazon Com Inc with a value of $629M, Meta Platforms, Inc. with a value of $571M, and Stryker Corp with a value of $326M.

Examining the 13F form we can see an increase of $57.9M in the current position value, from $4.3B to 4.35B.

Blue Spruce Investments, LP is based out at Chicago, IL

Below you can find more details about Blue Spruce Investments, LP portfolio as well as his latest detailed transactions.

Portfolio value $4.35 Billion
Technology: $1.74 Billion
Healthcare: $781 Million
Financial Services: $630 Million
Consumer Cyclical: $630 Million
Communication Services: $571 Million
Industrials: $2.06 Million
Consumer Defensive: $530,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$793 Million 18.23% of portfolio
1,531,978
Q3 2025 Added 14.17%
$1.46T
$701 Million 16.1% of portfolio
2,510,134
Q3 2025 Added 19.94%
$2.39T
$629 Million 14.44% of portfolio
2,862,870
Q3 2025 Added 35.03%
$1.37T
$571 Million 13.11% of portfolio
776,902
Q3 2025 Added 35.11%
$136B
$326 Million 7.48% of portfolio
880,786
Q3 2025 Added 0.53%
$512B
$319 Million 7.34% of portfolio
561,617
Q3 2025 Reduced 4.29%
$159B
$309 Million 7.1% of portfolio
634,680
Q3 2025 Added 12.12%
$222B
$274 Million 6.29% of portfolio
564,493
Q3 2025 Reduced 15.21%
$405B
$237 Million 5.45% of portfolio
244,977
Q3 2025 Added 18,861.07%
$160B
$180 Million 4.14% of portfolio
908,063
Q3 2025 Reduced 57.08%
$465B
$1.39 Million 0.03% of portfolio
7,467
Q1 2025 Added 44.35%
$20.5B
$718,000 0.02% of portfolio
3,538
Q1 2025 New
$169B
$997,000 0.02% of portfolio
1,084
Q2 2025 Added 38.27%
$45.2B
$828,000 0.02% of portfolio
1,461
Q2 2024 New
$151B
$795,000 0.02% of portfolio
2,256
Q2 2025 Reduced 99.7%
$59.7B
$902,000 0.02% of portfolio
1,830
Q1 2025 Added 85.98%
$875M
$790,000 0.02% of portfolio
20,174
Q3 2025 Reduced 99.49%
$53.1B
$666,000 0.02% of portfolio
2,713
Q2 2025 Reduced 17.08%
$193B
$479,000 0.01% of portfolio
1,073
Q2 2025 New
$533B
$609,000 0.01% of portfolio
1,784
Q3 2025 New
$33.9B
$455,000 0.01% of portfolio
1,812
Q3 2025 New
$72.7B
$469,000 0.01% of portfolio
356
Q3 2025 Added 25.8%
$104B
$608,000 0.01% of portfolio
2,072
Q3 2025 New
$139B
$526,000 0.01% of portfolio
1,597
Q3 2025 Reduced 44.99%
$237B
$646,000 0.01% of portfolio
2,728
Q3 2025 Reduced 99.7%
$9.78B
$635,000 0.01% of portfolio
14,124
Q2 2025 Added 3.59%
$404B
$530,000 0.01% of portfolio
573
Q2 2025 New
$328B
$524,000 0.01% of portfolio
1,745
Q3 2025 New
$87.8B
$553,000 0.01% of portfolio
1,162
Q2 2025 New
$55.6B
$648,000 0.01% of portfolio
4,429
Q3 2025 Reduced 99.41%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $4.35 Billion
  • Prior Value $4.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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