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Bluespruce Investments Lp

Portfolio Manager
Bluespruce Investments LP
Performance
-10.81% (2026 Q1)
AUM (13F)
$631.25M
# of Holdings
10
Performance Rank
Allocation (Top 20)
99.99%

Bluespruce Investments Lp Holdings Map

Top 10 Bluespruce Investments Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
20.46%620.0K$129.1M
-79.59%(-2.42M)
2025-Q1: 2.63M shares2025-Q2: 2.12M shares2025-Q3: 2.86M shares2025-Q4: 3.04M shares2026-Q1: 620.0K shares
$197.08(+34.03%)
2026-03-31
META
META PLATFORMS INC
17.66%194.9K$111.5M
-77.69%(-678.41K)
2025-Q1: 670.2K shares2025-Q2: 575.0K shares2025-Q3: 776.9K shares2025-Q4: 873.3K shares2026-Q1: 194.9K shares
$629.67(-2.45%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
17.21%321.5K$108.6M
-84.03%(-1.69M)
2025-Q1: 2.40M shares2025-Q2: 2.09M shares2025-Q3: 2.51M shares2025-Q4: 2.01M shares2026-Q1: 321.5K shares
$173.90(+132.52%)
2026-03-31
GOOGL
ALPHABET INC
11.14%244.6K$70.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 244.6K shares
$298.76(+32.81%)
2026-03-31
SYK
STRYKER CORPORATION
10.33%198.4K$65.2M
-78.98%(-745.25K)
2025-Q1: 1.01M shares2025-Q2: 876.2K shares2025-Q3: 880.8K shares2025-Q4: 943.6K shares2026-Q1: 198.4K shares
$352.76(-13.04%)
2026-03-31
SPGI
S&P GLOBAL INC
9.62%142.8K$60.7M
-79.06%(-539.14K)
2025-Q1: 778.5K shares2025-Q2: 566.0K shares2025-Q3: 634.7K shares2025-Q4: 681.9K shares2026-Q1: 142.8K shares
$505.09(-20.18%)
2026-03-31
MA
MASTERCARD INCORPORATED
5.58%70.5K$35.2M
-83.84%(-365.68K)
2025-Q1: 736.8K shares2025-Q2: 586.8K shares2025-Q3: 561.6K shares2025-Q4: 436.1K shares2026-Q1: 70.5K shares
$509.88(-3.07%)
2026-03-31
DHR
DANAHER CORP DEL
3.82%127.3K$24.1M
-79.83%(-503.67K)
2025-Q1: 2.21M shares2025-Q2: 2.12M shares2025-Q3: 908.1K shares2025-Q4: 631.0K shares2026-Q1: 127.3K shares
$225.47(-28.19%)
2026-03-31
BSX
BOSTON SCIENTIFIC CORP
3.04%306.1K$19.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 306.1K shares
$79.05(-33.36%)
2026-03-31
MSFT
MICROSOFT CORP
1.13%19.3K$7.2M
-98.70%(-1.46M)
2025-Q1: 1.41M shares2025-Q2: 1.34M shares2025-Q3: 1.53M shares2025-Q4: 1.48M shares2026-Q1: 19.3K shares
$359.46(+17.38%)
2026-03-31

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