Bluespruce Investments, Lp Top Holdings and 13F Report (2023) About Bluespruce Investments, LpInvestment ActivityBluespruce Investments, Lp has $4.92 billion in total holdings as of September 30, 2023.Bluespruce Investments, Lp owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 23.97% of the portfolio was purchased this quarter.About 37.89% of the portfolio was sold this quarter.This quarter, Bluespruce Investments, Lp has purchased 35 new stocks and bought additional shares in 7 stocks.Bluespruce Investments, Lp sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $620,658,328Amazon.com $573,666,237Adobe $503,292,826Taiwan Semiconductor Manufacturing $453,727,745Thermo Fisher Scientific $423,374,099 Largest New Holdings this Quarter S&P Global $178,858,012 HoldingGeneral Electric $743,883 HoldingLAM RESEARCH CORP $611,788 HoldingTransDigm Group $598,156 HoldingMettler-Toledo International $513,946 Holding Largest Purchases this Quarter Mastercard 736,016 shares (about $387.56M)Microsoft 546,403 shares (about $230.31M)S&P Global 359,131 shares (about $178.86M)Adobe 292,379 shares (about $130.02M)Danaher 493,895 shares (about $113.37M) Largest Sales this Quarter Visa 1,304,654 shares (about $412.32M)Salesforce 1,057,557 shares (about $353.57M)Walmart 3,472,824 shares (about $313.77M)Automatic Data Processing 224,535 shares (about $65.73M)Amazon.com 214,225 shares (about $47.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluespruce Investments, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$620,658,328$230,308,864 ▲59.0%1,472,49912.6%Computer and TechnologyAMZNAmazon.com$573,666,237$46,998,823 ▼-7.6%2,614,82411.7%Retail/WholesaleADBEAdobe$503,292,826$130,015,094 ▲34.8%1,131,80910.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$453,727,745$37,519,545 ▼-7.6%2,297,4729.2%Computer and TechnologyTMOThermo Fisher Scientific$423,374,099$92,699,784 ▲28.0%813,8218.6%MedicalMAMastercard$388,267,443$387,563,945 ▲55,091.0%737,3527.9%Business ServicesSYKStryker$334,368,714$32,127,262 ▼-8.8%928,6736.8%MedicalADPAutomatic Data Processing$297,479,252$65,728,131 ▼-18.1%1,016,2246.0%Business ServicesCRMSalesforce$276,711,233$353,573,031 ▼-56.1%827,6595.6%Computer and TechnologyABTAbbott Laboratories$271,331,2090.0%2,398,8265.5%MedicalICLRICON Public$256,499,866$44,317,595 ▲20.9%1,223,1175.2%MedicalWMTWalmart$216,844,879$313,769,649 ▼-59.1%2,400,0544.4%Retail/WholesaleSPGIS&P Global$178,858,012$178,858,012 ▲New Holding359,1313.6%Business ServicesDHRDanaher$113,857,718$113,373,597 ▲23,418.4%496,0042.3%MedicalVVisa$927,577$412,322,672 ▼-99.8%2,9350.0%Business ServicesMSCIMSCI$876,6150.0%1,4610.0%FinanceINTUIntuit$874,2440.0%1,3910.0%Computer and TechnologyNOWServiceNow$869,2980.0%8200.0%Computer and TechnologyCDNSCadence Design Systems$841,2880.0%2,8000.0%Computer and TechnologyGEGeneral Electric$743,883$743,883 ▲New Holding4,4600.0%TransportationZTSZoetis$730,7410.0%4,4850.0%MedicalNVDANVIDIA$694,682$17,323 ▲2.6%5,1730.0%Computer and TechnologyCMGChipotle Mexican Grill$663,3000.0%11,0000.0%Retail/WholesaleASMLASML$630,7030.0%9100.0%Computer and TechnologyIDXXIDEXX Laboratories$626,7750.0%1,5160.0%MedicalLAM RESEARCH CORP$611,788$611,788 ▲New Holding8,4700.0%COM NEWAMATApplied Materials$598,8040.0%3,6820.0%Computer and TechnologyTDGTransDigm Group$598,156$598,156 ▲New Holding4720.0%AerospaceVRSKVerisk Analytics$525,5200.0%1,9080.0%Business ServicesMTDMettler-Toledo International$513,946$513,946 ▲New Holding4200.0%MedicalYUMYum! Brands$509,4060.0%3,7970.0%Retail/WholesaleSNPSSynopsys$477,5940.0%9840.0%Computer and TechnologyGOOGLAlphabet$443,1510.0%2,3410.0%Computer and TechnologyUBERUber Technologies$0$317,697,938 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$273,231,482 ▼-100.0%00.0%Business ServicesTRUTransUnion$0$9,235,587 ▼-100.0%00.0%Business ServicesADSKAutodesk$0$799,718 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$691,220 ▼-100.0%00.0%Computer and TechnologyBKNGBooking$0$610,757 ▼-100.0%00.0%Retail/WholesaleCPRTCopart$0$525,834 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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