Institutional Fund
Bluespruce Investments, LP
Chicago, ILCIK 16002855 filings on record
Portfolio Value
$631.25M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-83.9%
from $3.92B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc20.5%
- Meta Platforms Inc17.7%
- Taiwan Semiconductor Mfg Ltd17.2%
- Alphabet Inc11.1%
- Stryker Corporation10.3%
- S&P Global Inc9.6%
- Other13.6%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 620.0K | $129.13M | 20.5% | −2.42M | Reduced |
| 2 | Meta Platforms Inc | 194.9K | $111.48M | 17.7% | −678.4K | Reduced |
| 3 | Taiwan Semiconductor Mfg Ltd | 321.5K | $108.65M | 17.2% | −1.69M | Reduced |
| 4 | Alphabet Inc | 244.6K | $70.34M | 11.1% | +244.6K | New |
| 5 | Stryker Corporation | 198.4K | $65.19M | 10.3% | −745.3K | Reduced |
| 6 | S&P Global Inc | 142.8K | $60.74M | 9.6% | −539.1K | Reduced |
| 7 | Mastercard Incorporated | 70.5K | $35.21M | 5.6% | −365.7K | Reduced |
| 8 | Danaher Corporation | 127.3K | $24.14M | 3.8% | −503.7K | Reduced |
| 9 | Boston Scientific Corp | 306.1K | $19.21M | 3.0% | +306.1K | New |
| 10 | Microsoft Corp | 19.3K | $7.16M | 1.1% | −1.46M | Reduced |