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BlueSpruce Investments, LP

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13F filer, CIK 1600285, CHICAGO, IL

BlueSpruce Investments, LP reported $3,918,533,458 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001959

Period
2025-12-31
Reported value
$3.92B
Holdings
9
Top 10 weight
100%
New
0
Sold out
24

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+96,370$63.6M
AMZNadded+174,654$40.3M
SPGIadded+47,259$24.7M
SYKadded+62,861$22.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASMLexited-244,977-$237M
TSMreduced-496,796-$151M
TMOreduced-166,475-$96.5M
MAreduced-125,474-$71.6M
DHRreduced-277,103-$63.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001959, largest first. % of portfolio is the value over $3,918,533,458, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,096 shares; 2024Q4: 1,472,499 shares; 2025Q1: 1,412,510 shares; 2025Q2: 1,341,847 shares; 2025Q3: 1,531,978 shares; 2025Q4: 1,482,665 shares 1,482,665$717M18.3%-49,313Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829,049 shares; 2024Q4: 2,614,824 shares; 2025Q1: 2,629,403 shares; 2025Q2: 2,120,169 shares; 2025Q3: 2,862,870 shares; 2025Q4: 3,037,524 shares 3,037,524$701M17.89%+174,654Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487,454 shares; 2024Q4: 2,297,472 shares; 2025Q1: 2,397,659 shares; 2025Q2: 2,092,803 shares; 2025Q3: 2,510,134 shares; 2025Q4: 2,013,338 shares 2,013,338$612M15.61%-496,796Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670,230 shares; 2025Q2: 575,000 shares; 2025Q3: 776,902 shares; 2025Q4: 873,272 shares 873,272$576M14.71%+96,370Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359,131 shares; 2025Q1: 778,484 shares; 2025Q2: 566,049 shares; 2025Q3: 634,680 shares; 2025Q4: 681,939 shares 681,939$356M9.09%+47,259Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017,903 shares; 2024Q4: 928,673 shares; 2025Q1: 1,013,279 shares; 2025Q2: 876,176 shares; 2025Q3: 880,786 shares; 2025Q4: 943,647 shares 943,647$332M8.46%+62,861Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 737,352 shares; 2025Q1: 736,767 shares; 2025Q2: 586,782 shares; 2025Q3: 561,617 shares; 2025Q4: 436,143 shares 436,143$249M6.35%-125,474Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,631 shares; 2024Q4: 813,821 shares; 2025Q1: 563,046 shares; 2025Q2: 665,750 shares; 2025Q3: 564,493 shares; 2025Q4: 398,018 shares 398,018$231M5.89%-166,475Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 496,004 shares; 2025Q1: 2,207,733 shares; 2025Q2: 2,115,825 shares; 2025Q3: 908,063 shares; 2025Q4: 630,960 shares 630,960$144M3.69%-277,103Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ASMLASML HLDG NV244,977$237Mshares
NVDANVIDIA CORPORATION7,467$1.39Mshares
NOWSERVICENOW INC1,084$998Kshares
SNPSSYNOPSYS INC1,830$903Kshares
ANETARISTA NETWORKS INC6,147$896Kshares
ADSKAUTODESK INC2,713$862Kshares
MSCIMSCI INC1,461$829Kshares
AAGILENT TECHNOLOGIES INC6,427$825Kshares
ADBEADOBE INC2,256$796Kshares
CMGCHIPOTLE MEXICAN GRILL INC20,174$791Kshares
PTCPTC INC3,538$718Kshares
ZTSZOETIS INC4,429$648Kshares
CRMSALESFORCE INC2,728$647Kshares
CPRTCOPART INC14,124$635Kshares
VVISA INC1,784$609Kshares
ADPAUTOMATIC DATA PROCESSING IN2,072$608Kshares
MCOMOODYS CORP1,162$554Kshares
COSTCOSTCO WHOLESALE CORPORATION573$530Kshares
AVGOBROADCOM INC1,597$527Kshares
GEGE AEROSPACE1,745$525Kshares
ISRGINTUITIVE SURGICAL INC1,073$480Kshares
TDGTRANSDIGM GROUP INC356$469Kshares
VRSKVERISK ANALYTICS INC1,812$456Kshares
TRITHOMSON REUTERS CORP2,674$415Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-001959 base2026-02-17acceptance time not in the bulk data set