Arkolith/Funds/BlueSpruce Investments, LP

BlueSpruce Investments, LP

CIK 1600285
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

BlueSpruce Investments, LP holds a concentrated book of 10 stocks worth $631.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ALPHABET INC and trimmed AMAZON COM INC. Their largest long position is AMAZON COM INC at 20% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what BlueSpruce Investments, LP owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1600285/holdings"
Ask your agent
Use Arkolith to show BlueSpruce Investments, LP's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
0
existing
Trimmed
8
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
77%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Financials
15%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ALPHABET INC
    ▲New$70.3M
  • BOSTON SCIENTIFIC CORP
    ▲New$19.2M
Trimmed / exited
  • TAIWAN SEMICONDUCTOR MANUFAC
    ▼−84%$571.8M
  • MICROSOFT CORP
    ▼−99%$541.7M
  • AMAZON COM INC
    ▼−80%$503.5M
  • META PLATFORMS INC
    ▼−78%$388.1M
  • STRYKER CORPORATION
    ▼−79%$244.9M
  • S&P GLOBAL INCSPGI
    ▼−79%$229.3M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$129.1M620.0K
20.5%
▼−80%
Reduced · −2.4M sh
2Meta Platforms Inc
CL A
$111.5M194.9K
17.7%
▼−78%
Reduced · −678K sh
3Taiwan Semiconductor Manufac
SPONSORED ADS
$108.6M321.5K
17.2%
▼−84%
Reduced · −1.7M sh
4Alphabet Inc
CAP STK CL A
$70.3M244.6K
11.1%
▲New
New position
5Stryker Corporation
COM
$65.2M198.4K
10.3%
▼−79%
Reduced · −745K sh
6S&P Global Inc
COM
$60.7M142.8K
9.6%
▼−79%
Reduced · −539K sh
7Mastercard Incorporated
CL A
$35.2M70.5K
5.6%
▼−84%
Reduced · −366K sh
8Danaher Corp Del
COM
$24.1M127.3K
3.8%
▼−80%
Reduced · −504K sh
9Boston Scientific Corp
COM
$19.2M306.1K
3.0%
▲New
New position
10Microsoft Corp
COM
$7.2M19.3K
1.1%
▼−99%
Reduced · −1.5M sh
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$631.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20269$3.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202533$4.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202534$4.3B13F-HR
Q1 2025Mar 31, 2025May 15, 202534$4.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202533$4.9B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202435$5.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202435$5.4B13F-HR
Q1 2024Mar 31, 2024May 15, 202412$5.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202411$5.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202310$5.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202310$5.8B13F-HR
Q1 2023Mar 31, 2023May 15, 202310$5.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202310$5.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202211$4.9B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202212$5.2B13F-HR
Q1 2022Mar 31, 2022May 16, 202214$6.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202214$6.4B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202115$5.7B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202113$5.5B13F-HR
Q1 2021Mar 31, 2021May 14, 202114$5.0B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202113$5.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202012$4.3B13F-HR
Q2 2020Jun 30, 2020Aug 10, 202013$3.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.