Bluespruce Investments, LP

Investment Portfolio & 13F Holdings Analysis

About

BlueSpruce Investments, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 34 holdings worth $4.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 34
Total Value: 4282628435
Accession Number: 0001214659-25-007814
Form Type: 13F-HR
CIK: 0001600285
Manager Name: Bluespruce Investments, LP

Data Enrichment

100% identified

34 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $4,282,628.435K total value

34 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

1412510(-4.1%)

Value:

$530.2B(-14.6%)

AMAZON COM INC

AMZN|023135106

2629403(+0.6%)

Value:

$500.3B(-12.8%)

DANAHER CORP /DE/

DHR|235851102

2207733(+345.1%)

Value:

$452.6B(+297.5%)

Mastercard Inc

MA|57636Q104

736767(-0.1%)

Value:

$403.8B(+4.0%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

2397659(+4.4%)

Value:

$398.0B(-12.3%)

S&P Global Inc.

SPGI|78409V104

778484(+116.8%)

Value:

$395.5B(+121.2%)

Meta Platforms, Inc.

META|30303M102

670230

Value:

$386.3B

STRYKER CORP

SYK|863667101

1013279(+9.1%)

Value:

$377.2B(+12.8%)

ADOBE INC.

ADBE|00724F101

755861(-33.2%)

Value:

$289.9B(-42.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

563046(-30.8%)

Value:

$280.2B(-33.8%)

Salesforce, Inc.

CRM|79466L302

945394(+14.2%)

Value:

$253.7B(-8.3%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

2053(+35.4%)

Value:

$862.2M(+37.5%)

Autodesk, Inc.

ADSK|052769106

3272

Value:

$856.6M

INTUIT INC.

INTU|461202103

1391(+0.0%)

Value:

$854.1M(-2.3%)

MSCI Inc.

MSCI|55354G100

1461(+0.0%)

Value:

$826.2M(-5.8%)

NVIDIA CORP

NVDA|67066G104

7467(+44.3%)

Value:

$809.3M(+16.5%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

15811(+43.7%)

Value:

$793.9M(+19.7%)

SYNOPSYS INC

SNPS|871607107

1830(+86.0%)

Value:

$784.8M(+64.3%)

COPART INC

CPRT|217204106

13635

Value:

$771.6M

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

2800(+0.0%)

Value:

$712.1M(-15.3%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.4M	QoQ -4.07% (-60.0K) YoY +7.85% (-102.8K)	All Managers (Combined)	$530.2M	QoQ -14.56% (-$90.4M) YoY -3.76% (-$20.8M)
Amazon Com Inc(AMZNcusip023135106)	2.6M	QoQ +0.55% (-14.6K) YoY NEW(+2.6M)	All Managers (Combined)	$500.3M	QoQ -12.79% (-$73.4M) YoY NEW(+$500.3M)
Danaher Corp /De/(DHRcusip235851102)	2.2M	QoQ +345.10% (+1.7M) YoY NEW(+2.2M)	All Managers (Combined)	$452.6M	QoQ +297.50% (+$338.7M) YoY NEW(+$452.6M)
Mastercard Inc(MAcusip57636Q104)	736.8K	QoQ -0.07% (-585) YoY NEW(+736.8K)	All Managers (Combined)	$403.8M	QoQ +4.00% (-$15.6M) YoY NEW(+$403.8M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	2.4M	QoQ +4.36% (-100.2K) YoY NEW(+2.4M)	All Managers (Combined)	$398.0M	QoQ -12.27% (-$55.7M) YoY NEW(+$398.0M)
S&P Global Inc.(SPGIcusip78409V104)	778.5K	QoQ +116.76% (+419.4K) YoY NEW(+778.5K)	All Managers (Combined)	$395.5M	QoQ +121.15% (+$216.7M) YoY NEW(+$395.5M)
Meta Platforms, Inc.(METAcusip30303M102)	670.2K	QoQ NEW(+670.2K) YoY NEW(+670.2K)	All Managers (Combined)	$386.3M	QoQ NEW(+$386.3M) YoY NEW(+$386.3M)
Stryker Corp(SYKcusip863667101)	1.0M	QoQ +9.11% (+84.6K) YoY NEW(+1.0M)	All Managers (Combined)	$377.2M	QoQ +12.80% (+$42.8M) YoY NEW(+$377.2M)
Adobe Inc.(ADBEcusip00724F101)	755.9K	QoQ -33.21% (-375.9K) YoY -41.20% (-529.7K)	All Managers (Combined)	$289.9M	QoQ -42.40% (-$213.4M) YoY -55.31% (-$358.8M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	563.0K	QoQ -30.81% (-250.8K) YoY -33.22% (-280.2K)	All Managers (Combined)	$280.2M	QoQ -33.82% (-$143.2M) YoY -42.83% (-$209.9M)
Salesforce, Inc.(CRMcusip79466L302)	945.4K	QoQ +14.22% (-117.7K) YoY -49.07% (-911.0K)	All Managers (Combined)	$253.7M	QoQ -8.31% (-$23.0M) YoY -54.62% (-$305.4M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	2.1K	QoQ +35.42% (+537) YoY NEW(+2.1K)	All Managers (Combined)	$862.2K	QoQ +37.55% (+$235.4K) YoY NEW(+$862.2K)
Autodesk, Inc.(ADSKcusip052769106)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$856.6K	QoQ NEW(+$856.6K) YoY NEW(+$856.6K)
Intuit Inc.(INTUcusip461202103)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$854.1K	QoQ -2.30% (-$20.2K) YoY NEW(+$854.1K)
Msci Inc.(MSCIcusip55354G100)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$826.2K	QoQ -5.75% (-$50.4K) YoY NEW(+$826.2K)
Nvidia Corp(NVDAcusip67066G104)	7.5K	QoQ +44.34% (+2.3K) YoY NEW(+7.5K)	All Managers (Combined)	$809.3K	QoQ +16.49% (+$114.6K) YoY NEW(+$809.3K)
Chipotle Mexican Grill Inc(CMGcusip169656105)	15.8K	QoQ +43.73% (+4.8K) YoY NEW(+15.8K)	All Managers (Combined)	$793.9K	QoQ +19.68% (+$130.6K) YoY NEW(+$793.9K)
Synopsys Inc(SNPScusip871607107)	1.8K	QoQ +85.97% (+846) YoY NEW(+1.8K)	All Managers (Combined)	$784.8K	QoQ +64.32% (+$307.2K) YoY NEW(+$784.8K)
Copart Inc(CPRTcusip217204106)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$771.6K	QoQ NEW(+$771.6K) YoY NEW(+$771.6K)
Cadence Design Systems Inc(CDNScusip127387108)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$712.1K	QoQ -15.35% (-$129.2K) YoY NEW(+$712.1K)