Filed: 11/14/2025ACC: 0001214659-25-016616
📋 What this filing means
BLUESPRUCE INVESTMENTS, LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $4.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$4.35B
Total AUM (reported)
11.57M
Total Shares
Allocation by class
COM$2.52B57.9%
CL A$890.64M20.5%
SPONSORED ADS$701.06M16.1%
N Y REGISTRY SHS$237.16M5.4%
COM NEW$1.00M0.0%
COM SHS$895.7K0.0%
COM CL A$609.0K0.0%
Portfolio Concentration
Top 3$2.12B48.8%
4–10$2.22B50.9%
11–25$12.16M0.3%
Rest$3.96M0.1%
Top 3 weight
48.8%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 11.57M
Sole
Full voting authority
11.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
MICROSOFT CORP
SOLEShares1.53M
TypeSH
Market value$793.49M
18.22%
Sole
1.53M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.51M
TypeSH
Market value$701.06M
16.10%
Sole
2.51M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.86M
TypeSH
Market value$628.60M
14.43%
Sole
2.86M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares776.90K
TypeSH
Market value$570.54M
13.10%
Sole
776.90K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares880.79K
TypeSH
Market value$325.60M
7.48%
Sole
880.79K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares561.62K
TypeSH
Market value$319.45M
7.34%
Sole
561.62K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares634.68K
TypeSH
Market value$308.91M
7.09%
Sole
634.68K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares564.49K
TypeSH
Market value$273.79M
6.29%
Sole
564.49K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares244.98K
TypeSH
Market value$237.16M
5.45%
Sole
244.98K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares908.06K
TypeSH
Market value$180.03M
4.13%
Sole
908.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.47K
TypeSH
Market value$1.39M
0.03%
Sole
7.47K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.08K
TypeSH
Market value$997.6K
0.02%
Sole
1.08K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares1.83K
TypeSH
Market value$902.9K
0.02%
Sole
1.83K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares6.15K
TypeSH
Market value$895.7K
0.02%
Sole
6.15K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares2.71K
TypeSH
Market value$861.8K
0.02%
Sole
2.71K
Shared
0.00
None
0.00
MSCI INC
SOLEShares1.46K
TypeSH
Market value$829.0K
0.02%
Sole
1.46K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares6.43K
TypeSH
Market value$824.9K
0.02%
Sole
6.43K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares2.26K
TypeSH
Market value$795.8K
0.02%
Sole
2.26K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares20.17K
TypeSH
Market value$790.6K
0.02%
Sole
20.17K
Shared
0.00
None
0.00
PTC INC
SOLEShares3.54K
TypeSH
Market value$718.3K
0.02%
Sole
3.54K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares4.43K
TypeSH
Market value$648.1K
0.01%
Sole
4.43K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.73K
TypeSH
Market value$646.5K
0.01%
Sole
2.73K
Shared
0.00
None
0.00
COPART INC
SOLEShares14.12K
TypeSH
Market value$635.2K
0.01%
Sole
14.12K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.78K
TypeSH
Market value$609.0K
0.01%
Sole
1.78K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares2.07K
TypeSH
Market value$608.1K
0.01%
Sole
2.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.53M | SH | $793.49M 18.22% | 1.53M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.51M | SH | $701.06M 16.10% | 2.51M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.86M | SH | $628.60M 14.43% | 2.86M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 776.90K | SH | $570.54M 13.10% | 776.90K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 880.79K | SH | $325.60M 7.48% | 880.79K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 561.62K | SH | $319.45M 7.34% | 561.62K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 634.68K | SH | $308.91M 7.09% | 634.68K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 564.49K | SH | $273.79M 6.29% | 564.49K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 244.98K | SH | $237.16M 5.45% | 244.98K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 908.06K | SH | $180.03M 4.13% | 908.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.47K | SH | $1.39M 0.03% | 7.47K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.08K | SH | $997.6K 0.02% | 1.08K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 1.83K | SH | $902.9K 0.02% | 1.83K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 6.15K | SH | $895.7K 0.02% | 6.15K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 2.71K | SH | $861.8K 0.02% | 2.71K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1.46K | SH | $829.0K 0.02% | 1.46K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 6.43K | SH | $824.9K 0.02% | 6.43K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 2.26K | SH | $795.8K 0.02% | 2.26K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 20.17K | SH | $790.6K 0.02% | 20.17K | 0.00 | 0.00 |
PTC INCSOLE | COM | 3.54K | SH | $718.3K 0.02% | 3.54K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 4.43K | SH | $648.1K 0.01% | 4.43K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.73K | SH | $646.5K 0.01% | 2.73K | 0.00 | 0.00 |
COPART INCSOLE | COM | 14.12K | SH | $635.2K 0.01% | 14.12K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.78K | SH | $609.0K 0.01% | 1.78K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 2.07K | SH | $608.1K 0.01% | 2.07K | 0.00 | 0.00 |
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