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-CL A and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 20% of the equity book. Cloning the disclosed picks since 2014 would be +372% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show BlueSpruce Investments, LP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +428.2%, a 55.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning BlueSpruce Investments, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BlueSpruce Investments, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 11 / 10 | $960.4B |
| BlackRock, Inc. | 11 / 10 | $689.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | 11 / 10 | $567.7B |
| STATE STREET CORP | 11 / 10 | $358.0B |
| FMR LLC | 11 / 10 | $328.8B |
| GEODE CAPITAL MANAGEMENT, LLC | 11 / 10 | $217.5B |
| MORGAN STANLEY | 11 / 10 | $165.9B |
| JPMORGAN CHASE & CO | 11 / 10 | $163.8B |
Ranked by how many of BlueSpruce Investments, LP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $129.1M | 620.0K | 20.5% | ▼−80% Reduced · −2.4M sh | |
| 2 | Meta Platforms Inc CL A | $111.5M | 194.9K | 17.7% | ▼−78% Reduced · −678K sh | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $108.6M | 321.5K | 17.2% | ▼−84% Reduced · −1.7M sh | |
| 4 | Alphabet Inc CAP STK CL A | $70.3M | 244.6K | 11.1% | ▲New New position | |
| 5 | Stryker Corporation COM | $65.2M | 198.4K | 10.3% | ▼−79% Reduced · −745K sh | |
| 6 | S&P Global Inc COM | $60.7M | 142.8K | 9.6% | ▼−79% Reduced · −539K sh | |
| 7 | Mastercard Incorporated CL A | $35.2M | 70.5K | 5.6% | ▼−84% Reduced · −366K sh | |
| 8 | Danaher Corp Del COM | $24.1M | 127.3K | 3.8% | ▼−80% Reduced · −504K sh | |
| 9 | Boston Scientific Corp COM | $19.2M | 306.1K | 3.0% | ▲New New position | |
| 10 | Microsoft Corp COM | $7.2M | 19.3K | 1.1% | ▼−99% Reduced · −1.5M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $631.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $3.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 33 | $4.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 34 | $4.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 34 | $4.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 33 | $4.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 35 | $5.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 35 | $5.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 12 | $5.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 11 | $5.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 10 | $5.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 10 | $5.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 10 | $5.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 10 | $5.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 11 | $4.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 12 | $5.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 14 | $6.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 14 | $6.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 15 | $5.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 13 | $5.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 14 | $5.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 13 | $5.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 12 | $4.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 13 | $3.5B | 13F-HR |
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.