BlueSpruce Investments, LP

Hedge Fund • Value

BlueSpruce Investments, LP is a Value-focused Hedge Fund based in Chicago, IL led by Timothy Marc Hurd, reporting $5.7B in AUM as of Q3 2025 with 35% Technology concentration, 100% concentrated in top 10 holdings, and 18% allocation to MSFT.

PresidentTimothy Marc Hurd

Portfolio Value: $4.4B
Positions: 33
Top Holding: MSFT at 18.22%
Last Reported: Q3 2025

Address15 East Oak Street, Suite 300, Chicago, IL, 60611, United States

Top Holdings

Largest long holdings in BlueSpruce Investments, LP's portfolio (99.6% of total portfolio)

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Holding	Sector	Market Value	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$793.5M	18.22%	+$98.5M Bought	0.02% 1.5M shares	Q1 2021 Held for 4y 8m
2 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$701.1M	16.10%	+$116.6M Bought	— 2.5M shares	Q2 2024 Held for 1y 5m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$628.6M	14.43%	+$163.1M Bought	0.03% 2.9M shares	Q2 2024 Held for 1y 5m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$570.5M	13.10%	+$148.3M Bought	0.03% 776.9K shares	Q1 2025 Held for 8 months
5 Stryker SYK	Medical - Devices Healthcare	$325.6M	7.48%	+$1.7M Bought	0.23% 880.8K shares	Q2 2024 Held for 1y 5m
6 Mastercard MA	Financial - Credit Services Financial Services	$319.5M	7.34%	-$14.3M Sold	0.06% 561.6K shares	Q3 2021 Held for 4y 2m
7 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$308.9M	7.09%	+$33.4M Bought	0.21% 634.7K shares	Q2 2024 Held for 1y 5m
8 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$273.8M	6.29%	-$49.1M Sold	0.15% 564.5K shares	Q3 2023 Held for 2y 2m
9 ASML ASML ASML	Unknown Unknown	$237.2M	5.45%	+$235.9M Bought	— 245.0K shares	Q2 2024 Held for 1y 5m
10 Danaher DHR	Medical - Diagnostics & Research Healthcare	$180.0M	4.13%	-$239.5M Sold	0.13% 908.1K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BlueSpruce Investments, LP's latest filing

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Market Value

$4.4B

Prior: $4.3B

Q/Q Change

+1.36%

+$58.5M

Net Flows % of MV

+0.3%

Turnover Ratio

18.2%

New Purchases

1 stocks

$415.4K

Added To

8 stocks

+$797.5M

Sold Out Of

6 stocks

$3.9M

Reduced Holdings

7 stocks

-$781.0M

Increased Positions

Position	Shares Δ	Change
1 Thomson Reuters TRI	New	0 → 2.7K +$415.4K
2 ASML ASML ASML	+18,861.07%	1.3K → 245.0K +$235.9M
3 Meta Platforms, Inc. META	+35.11%	575.0K → 776.9K +$148.3M
4 Amazon AMZN	+35.03%	2.1M → 2.9M +$163.1M
5 TransDigm Group TDG	+25.8%	283.0 → 356.0 +$96.2K

Decreased Positions

Position	Shares Δ	Change
1 Idexx Laboratories IDXX	Sold	2.1K → 0 −$1.1M
2 Intuit INTU	Sold	829.0 → 0 −$652.9K
3 Cadence Design Systems CDNS	Sold	1.9K → 0 −$573.8K
4 Yum! Brands YUM	Sold	3.8K → 0 −$562.6K
5 Fiserv FI	Sold	3.1K → 0 −$540.9K