13F HOLDINGS REPORT
BlueSpruce Investments, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020703
Total Value
$5.49B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC-CLASS A SHARES | V | 4,011,538 | $922.7M | 16.81% |
| 2 | MICROSOFT CORP | MSFT | 2,690,673 | $849.6M | 15.48% |
| 3 | FISERV INC | FISV | 5,701,555 | $644.0M | 11.73% |
| 4 | MASTERCARD INC-CLASS A | MA | 1,604,921 | $635.4M | 11.58% |
| 5 | SALESFORCE INC | CRM | 2,952,995 | $598.8M | 10.91% |
| 6 | TRANSUNION | TRU | 8,274,319 | $594.0M | 10.82% |
| 7 | ADOBE INC | ADBE | 952,424 | $485.6M | 8.85% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 757,625 | $383.5M | 6.99% |
| 9 | ICON PLC | ICLR | 977,914 | $240.8M | 4.39% |
| 10 | AGILENT TECHNOLOGIES INC | A | 1,202,885 | $134.5M | 2.45% |