Bluespruce Investments, LP
BlueSpruce Investments, LP is a hedge fund manager headquartered in Chicago, Illinois. Founded in 2013, it primarily serves institutional investors and high-net-worth individuals. The firm dedicates itself to fundamental, research-driven investment strategies and is registered with the SEC. BlueSpruce has a relatively lean team structure, with approximately 13 employees.
Investment Strategy
BlueSpruce Investments, LP focuses on fundamentally-driven, long-term investments in public equities. The firm employs a disciplined research approach to identify high-quality businesses with sustainable competitive advantages, robust management teams, and attractive risk/reward profiles. BlueSpruce often maintains a concentrated portfolio, reflecting strong conviction in its investment selections.
Latest 13F Filing Activity
Bluespruce Investments, LP filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $4B. The fund increased holdings in Chipotle Mexican Grill Inc., Microsoft Corp., Zoetis Inc. among other positions. Bluespruce Investments, LP reduced exposure to Adobe Inc., S&P Global Inc., Mastercard Incorporated among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 15.54% | $667.4M | 1,341,847 | $340.65 | $497.41 | +$137.2M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11.03% | $474.0M | 2,092,803 | $172.21 | $226.49 | +$76.0M |
A AMZN | AMAZON COM INC | 10.83% | $465.1M | 2,120,169 | $197.16 | $219.39 | -$35.1M |
M META | META PLATFORMS INC | 9.88% | $424.4M | 575,000 | $576.36 | $738.09 | +$38.1M |
D DHR | DANAHER CORPORATION | 9.73% | $418.0M | 2,115,825 | $210.53 | $197.54 | -$34.6M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
| Partner | Chicago, IL , United States | ||
| Partner | Chicago, IL , United States | ||
| Partner | Chicago, IL , United States | ||
| Partner | Chicago, IL , United States | ||
| Analyst | New York, NY , United States | ||
| Analyst | Chicago, IL , United States |