BlueSpruce Investments, LP

données du 30/09/2025

Capitalisation

$ 4.355 B 1.36 %

Période de détention moyenne

5 ans

Performance

$ 4.027 B 163.71 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans BlueSpruce Investments, LP

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 18.22% 793.488 M $ 1531978 2021/03/31 27.562 M $ 4.13 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 16.10% 701.055 M $ 2510134 2024/06/30 110.500 M $ 23.31 %
2025/09/30 AMZN AMAZON COM INC 14.43% 628.600 M $ 2862870 2024/06/30 381.630 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 13.10% 570.541 M $ 776902 2025/03/31 -2.133 M $ -0.50 %
2025/09/30 SYK STRYKER CORPORATION 7.48% 325.600 M $ 880786 2024/06/30 -22.746 M $ -6.56 %
2025/09/30 MA MASTERCARD INCORPORATED 7.34% 319.453 M $ 561617 2021/09/30 4.031 M $ 1.22 %
2025/09/30 SPGI S&P GLOBAL INC 7.09% 308.905 M $ 634680 2024/06/30 -22.970 M $ -7.70 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 6.29% 273.790 M $ 564493 2023/09/30 52.967 M $ 19.62 %
2025/09/30 ASML ASML HOLDING N V 5.45% 237.160 M $ 244977 2024/06/30 215.376 K $ 20.80 %
2025/09/30 DHR DANAHER CORPORATION 4.13% 180.033 M $ 908063 2024/06/30 1.523 M $ 0.36 %
2025/09/30 NVDA NVIDIA CORPORATION 0.03% 1.393 M $ 7467 2024/06/30 213.481 K $ 18.10 %
2025/09/30 NOW SERVICENOW INC 0.02% 997.584 K $ 1084 2024/06/30 -116.855 K $ -10.49 %
2025/09/30 SNPS SYNOPSYS INC 0.02% 902.904 K $ 1830 2024/09/30 -35.300 K $ -3.76 %
2025/09/30 ANET ARISTA NETWORKS INC 0.02% 895.679 K $ 6147 2025/03/31 266.779 K $ 42.42 %
2025/09/30 ADSK AUTODESK INC 0.02% 861.839 K $ 2713 2024/06/30 21.975 K $ 2.62 %
2025/09/30 MSCI MSCI INC 0.02% 828.986 K $ 1461 2024/06/30 -13.631 K $ -1.62 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.02% 824.905 K $ 6427 2025/06/30 66.455 K $ 8.76 %
2025/09/30 ADBE ADOBE INC 0.02% 795.804 K $ 2256 2022/06/30 -76.997 K $ -8.82 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.02% 790.619 K $ 20174 2024/06/30 -66.665 M $ -30.20 %
2025/09/30 PTC PTC INC 0.02% 718.285 K $ 3538 2025/03/31 108.545 K $ 17.80 %
2025/09/30 ZTS ZOETIS INC 0.01% 648.051 K $ 4429 2024/06/30 -7.245 M $ -6.18 %
2025/09/30 CRM SALESFORCE INC 0.01% 646.536 K $ 2728 2022/06/30 -32.475 M $ -13.09 %
2025/09/30 CPRT COPART INC 0.01% 635.156 K $ 14124 2024/09/30 -57.908 K $ -8.36 %
2025/09/30 V VISA INC 0.01% 609.022 K $ 1784 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.01% 608.132 K $ 2072 2024/03/31 0.000 $ 0.00 %
2025/09/30 MCO MOODYS CORP 0.01% 553.670 K $ 1162 2025/06/30 -29.177 K $ -5.01 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.01% 530.386 K $ 573 2025/06/30 -36.849 K $ -6.50 %
2025/09/30 AVGO BROADCOM INC 0.01% 526.866 K $ 1597 2025/03/31 157.516 K $ 19.68 %
2025/09/30 GE GE AEROSPACE 0.01% 524.931 K $ 1745 2024/12/31 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.01% 479.878 K $ 1073 2025/06/30 -103.201 K $ -17.70 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.01% 469.215 K $ 356 2024/12/31 -57.341 K $ -13.32 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.01% 455.736 K $ 1812 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRI THOMSON REUTERS CORP 0.01% 415.352 K $ 2674 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 IDXX IDEXX LABS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 YUM YUM BRANDS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INTU INTUIT 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %