StockDriftsStockDriftsTop 18 Bluespruce Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 31.91% | 434.6K | $207.5M | +35.17%(+113.09K) | $231.96(+84.03%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 28.9% | 788.5K | $187.9M | +27.18%(+168.49K) | $201.90(+30.03%) | 2026-06-30 | |
| META | META PLATFORMS INC | 20.59% | 237.8K | $133.9M | +22.03%(+42.93K) | $615.26(-5.68%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.95% | 162.9K | $58.2M | -33.40%(-81.70K) | $298.76(+15.38%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 7.69% | 132.5K | $50.0M | new | $333.30(+18.14%) | 2026-06-30 | |
| MSCI | MSCI INC | 0.33% | 3.9K | $2.2M | new | $536.58(+6.07%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 0.31% | 6.5K | $2.0M | -96.74%(-191.92K) | $352.76(-5.97%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 0.28% | 3.5K | $1.8M | -95.02%(-66.95K) | $509.88(+11.17%) | 2026-06-30 | |
| MCO | MOODYS CORP | 0.24% | 3.4K | $1.5M | new | $455.74(+6.41%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 0.14% | 461 | $917K | new | $884.82(+111.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.24% | +41.41% | +7.15% | +41.27% |
| Top 20 Holdings Unweighted | +9.13% | +29.95% | +5.14% | +28.51% |
Bluespruce Investments LP reports $650.38M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are TSM (31.9%), AMZN (28.9%) and META (20.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +41.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluespruce Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600285). View Bluespruce Investments LP’s 13F filings on SEC