Bluespruce Investments, Lp Top Holdings and 13F Report (2023) About Bluespruce Investments, LpInvestment ActivityBluespruce Investments, Lp has $4.30 billion in total holdings as of September 30, 2023.Bluespruce Investments, Lp owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.89% of the portfolio was purchased this quarter.About 20.02% of the portfolio was sold this quarter.This quarter, Bluespruce Investments, Lp has purchased 34 new stocks and bought additional shares in 6 stocks.Bluespruce Investments, Lp sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $667,448,116Taiwan Semiconductor Manufacturing $473,998,951Amazon.com $465,143,877Meta Platforms $424,401,750Danaher $417,960,070 Largest New Holdings this Quarter 00846U101 - Agilent Technologies $758,450 Holding46120E602 - Intuitive Surgical $583,079 Holding615369105 - Moody's $582,848 Holding22160K105 - Costco Wholesale $567,236 Holding337738108 - Fiserv $540,850 Holding Largest Purchases this Quarter Chipotle Mexican Grill 3,914,921 shares (about $219.82M)Zoetis 748,894 shares (about $116.79M)Thermo Fisher Scientific 102,704 shares (about $41.64M)Agilent Technologies 6,427 shares (about $758.45K)Intuitive Surgical 1,073 shares (about $583.08K) Largest Sales this Quarter Adobe 753,605 shares (about $291.55M)S&P Global 212,435 shares (about $112.01M)Amazon.com 509,234 shares (about $111.72M)Mastercard 149,985 shares (about $84.28M)Meta Platforms 95,230 shares (about $70.29M) 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$667,448,116$35,148,483 ▼-5.0%1,341,84715.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$473,998,951$69,046,835 ▼-12.7%2,092,80311.0%Computer and TechnologyAMZNAmazon.com$465,143,877$111,720,847 ▼-19.4%2,120,16910.8%Retail/WholesaleMETAMeta Platforms$424,401,750$70,288,311 ▼-14.2%575,0009.9%Computer and TechnologyDHRDanaher$417,960,070$18,155,506 ▼-4.2%2,115,8259.7%MedicalSYKStryker$346,641,511$54,242,060 ▼-13.5%876,1768.1%MedicalMAMastercard$329,736,277$84,282,571 ▼-20.4%586,7827.7%Business ServicesSPGIS&P Global$298,471,977$112,014,851 ▼-27.3%566,0496.9%FinanceTMOThermo Fisher Scientific$269,934,995$41,642,364 ▲18.2%665,7506.3%MedicalCRMSalesforce$248,125,267$9,674,223 ▼-3.8%909,9175.8%Computer and TechnologyCMGChipotle Mexican Grill$220,710,602$219,822,814 ▲24,760.7%3,930,7325.1%Retail/WholesaleZTSZoetis$117,329,138$116,790,019 ▲21,663.1%752,3512.7%MedicalNVDANVIDIA$1,179,7110.0%7,4670.0%Computer and TechnologyNOWServiceNow$1,114,439$308,424 ▲38.3%1,0840.0%Computer and TechnologyIDXXIDEXX Laboratories$1,101,1060.0%2,0530.0%MedicalASMLASML$1,035,396$306,131 ▲42.0%1,2920.0%Computer and TechnologySNPSSynopsys$938,2040.0%1,8300.0%Computer and TechnologyADBEAdobe$872,801$291,554,609 ▼-99.7%2,2560.0%Computer and TechnologyMSCIMSCI$842,6170.0%1,4610.0%FinanceADSKAutodesk$839,863$173,050 ▼-17.1%2,7130.0%Computer and TechnologyAVGOBroadcom$800,2120.0%2,9030.0%Computer and TechnologyAAgilent Technologies$758,450$758,450 ▲New Holding6,4270.0%MedicalCPRTCopart$693,065$23,995 ▲3.6%14,1240.0%Business ServicesINTUIntuit$652,945$442,648 ▼-40.4%8290.0%Computer and TechnologyARISTA NETWORKS INC$628,9000.0%6,1470.0%COM SHSPTCPTC$609,7390.0%3,5380.0%Computer and TechnologyISRGIntuitive Surgical$583,079$583,079 ▲New Holding1,0730.0%MedicalMCOMoody's$582,848$582,848 ▲New Holding1,1620.0%FinanceCDNSCadence Design Systems$573,775$289,045 ▼-33.5%1,8620.0%Computer and TechnologyCOSTCostco Wholesale$567,236$567,236 ▲New Holding5730.0%Retail/WholesaleYUMYum! Brands$562,6390.0%3,7970.0%Retail/WholesaleFIFiserv$540,850$540,850 ▲New Holding3,1370.0%Business ServicesWMTWalmart$431,0140.0%4,4080.0%Retail/WholesaleTDGTransdigm Group$430,341$287,401 ▼-40.0%2830.0%AerospaceGEGE Aerospace$0$557,618 ▼-100.0%00.0%AerospaceADPAutomatic Data Processing$0$557,287 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$534,332 ▼-100.0%00.0%Computer and TechnologyCTASCintas$0$513,208 ▼-100.0%00.0%Business ServicesABTAbbott Laboratories$0$497,703 ▼-100.0%00.0%MedicalShowing 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. Compare portfolio to indices. 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