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.
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 |