Blue Spruce Investments, LP Portfolio Holdings by Sector

Blue Spruce Investments, LP

$4.35 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT SNPS ADBE 3 stocks	$795,185 18.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA AVGO 3 stocks	$702,974 16.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$628,600 14.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$570,541 13.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR A 3 stocks	$454,646 10.44% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$325,600 7.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$320,062 7.35% of portfolio	1	1	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI MCO 3 stocks	$310,286 7.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$237,159 5.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW PTC ADSK CRM 4 stocks	$3,027 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$790 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$648 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$635 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$608 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$530 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$524 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$479 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$469 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$455 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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