Filed: 2/17/2026ACC: 0001214659-26-001959
📋 What this filing means
BLUESPRUCE INVESTMENTS, LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $3.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$3.92B
Total AUM (reported)
10.50M
Total Shares
Allocation by class
COM$2.48B63.3%
CL A$825.42M21.1%
SPONSORED ADS$611.83M15.6%
Portfolio Concentration
Top 3$2.03B51.8%
4–10$1.89B48.2%
Top 3 weight
51.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 10.50M
Sole
Full voting authority
10.50M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
MICROSOFT CORP
SOLEShares1.48M
TypeSH
Market value$717.05M
18.30%
Sole
1.48M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.04M
TypeSH
Market value$701.12M
17.89%
Sole
3.04M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.01M
TypeSH
Market value$611.83M
15.61%
Sole
2.01M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares873.27K
TypeSH
Market value$576.44M
14.71%
Sole
873.27K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares681.94K
TypeSH
Market value$356.37M
9.09%
Sole
681.94K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares943.65K
TypeSH
Market value$331.66M
8.46%
Sole
943.65K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares436.14K
TypeSH
Market value$248.99M
6.35%
Sole
436.14K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares398.02K
TypeSH
Market value$230.63M
5.89%
Sole
398.02K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares630.96K
TypeSH
Market value$144.44M
3.69%
Sole
630.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.48M | SH | $717.05M 18.30% | 1.48M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.04M | SH | $701.12M 17.89% | 3.04M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.01M | SH | $611.83M 15.61% | 2.01M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 873.27K | SH | $576.44M 14.71% | 873.27K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 681.94K | SH | $356.37M 9.09% | 681.94K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 943.65K | SH | $331.66M 8.46% | 943.65K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 436.14K | SH | $248.99M 6.35% | 436.14K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 398.02K | SH | $230.63M 5.89% | 398.02K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 630.96K | SH | $144.44M 3.69% | 630.96K | 0.00 | 0.00 |