BlueSpruce Investments

BlueSpruce Investments as of June 30, 2025

Portfolio Holdings for BlueSpruce Investments

BlueSpruce Investments holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 15.5 $667M 1.3M 497.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 11.0 $474M 2.1M 226.49
Amazon (AMZN) 10.8 $465M 2.1M 219.39
Meta Platforms Cl A (META) 9.9 $424M 575k 738.09
Danaher Corporation (DHR) 9.7 $418M 2.1M 197.54
Stryker Corporation (SYK) 8.1 $347M 876k 395.63
Mastercard Incorporated Cl A (MA) 7.7 $330M 587k 561.94
S&p Global (SPGI) 6.9 $299M 566k 527.29
Thermo Fisher Scientific (TMO) 6.3 $270M 666k 405.46
salesforce (CRM) 5.8 $248M 910k 272.69
Chipotle Mexican Grill (CMG) 5.1 $221M 3.9M 56.15
Zoetis Cl A (ZTS) 2.7 $117M 752k 155.95
NVIDIA Corporation (NVDA) 0.0 $1.2M 7.5k 157.99
Servicenow (NOW) 0.0 $1.1M 1.1k 1028.08
IDEXX Laboratories (IDXX) 0.0 $1.1M 2.1k 536.34
Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.0M 1.3k 801.39
Synopsys (SNPS) 0.0 $938k 1.8k 512.68
Adobe Systems Incorporated (ADBE) 0.0 $873k 2.3k 386.88
Msci (MSCI) 0.0 $843k 1.5k 576.74
Autodesk (ADSK) 0.0 $840k 2.7k 309.57
Broadcom (AVGO) 0.0 $800k 2.9k 275.65
Agilent Technologies Inc C ommon (A) 0.0 $759k 6.4k 118.01
Copart (CPRT) 0.0 $693k 14k 49.07
Intuit (INTU) 0.0 $653k 829.00 787.63
Arista Networks Com Shs (ANET) 0.0 $629k 6.1k 102.31
Ptc (PTC) 0.0 $610k 3.5k 172.34
Intuitive Surgical Com New (ISRG) 0.0 $583k 1.1k 543.41
Moody's Corporation (MCO) 0.0 $583k 1.2k 501.59
Cadence Design Systems (CDNS) 0.0 $574k 1.9k 308.15
Costco Wholesale Corporation (COST) 0.0 $567k 573.00 989.94
Yum! Brands (YUM) 0.0 $563k 3.8k 148.18
Fiserv (FI) 0.0 $541k 3.1k 172.41
Wal-Mart Stores (WMT) 0.0 $431k 4.4k 97.78
TransDigm Group Incorporated (TDG) 0.0 $430k 283.00 1520.64