BlueSpruce Investments as of Sept. 30, 2025
Portfolio Holdings for BlueSpruce Investments
BlueSpruce Investments holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.2 | $794M | 1.5M | 517.95 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 16.1 | $701M | 2.5M | 279.29 | |
| Amazon (AMZN) | 14.4 | $629M | 2.9M | 219.57 | |
| Meta Platforms Cl A (META) | 13.1 | $571M | 777k | 734.38 | |
| Stryker Corporation (SYK) | 7.5 | $326M | 881k | 369.67 | |
| Mastercard Incorporated Cl A (MA) | 7.3 | $320M | 562k | 568.81 | |
| S&p Global (SPGI) | 7.1 | $309M | 635k | 486.71 | |
| Thermo Fisher Scientific (TMO) | 6.3 | $274M | 565k | 485.02 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.4 | $237M | 245k | 968.09 | |
| Danaher Corporation (DHR) | 4.1 | $180M | 908k | 198.26 | |
| NVIDIA Corporation (NVDA) | 0.0 | $1.4M | 7.5k | 186.58 | |
| Servicenow (NOW) | 0.0 | $998k | 1.1k | 920.28 | |
| Synopsys (SNPS) | 0.0 | $903k | 1.8k | 493.39 | |
| Arista Networks Com Shs (ANET) | 0.0 | $896k | 6.1k | 145.71 | |
| Autodesk (ADSK) | 0.0 | $862k | 2.7k | 317.67 | |
| Msci (MSCI) | 0.0 | $829k | 1.5k | 567.41 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $825k | 6.4k | 128.35 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $796k | 2.3k | 352.75 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $791k | 20k | 39.19 | |
| Ptc (PTC) | 0.0 | $718k | 3.5k | 203.02 | |
| Zoetis Cl A (ZTS) | 0.0 | $648k | 4.4k | 146.32 | |
| salesforce (CRM) | 0.0 | $647k | 2.7k | 237.00 | |
| Copart (CPRT) | 0.0 | $635k | 14k | 44.97 | |
| Visa Com Cl A (V) | 0.0 | $609k | 1.8k | 341.38 | |
| Automatic Data Processing (ADP) | 0.0 | $608k | 2.1k | 293.50 | |
| Moody's Corporation (MCO) | 0.0 | $554k | 1.2k | 476.48 | |
| Costco Wholesale Corporation (COST) | 0.0 | $530k | 573.00 | 925.63 | |
| Broadcom (AVGO) | 0.0 | $527k | 1.6k | 329.91 | |
| Ge Aerospace Com New (GE) | 0.0 | $525k | 1.7k | 300.82 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $480k | 1.1k | 447.23 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $469k | 356.00 | 1318.02 | |
| Verisk Analytics (VRSK) | 0.0 | $456k | 1.8k | 251.51 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $415k | 2.7k | 155.33 |
