72 is the total number of securities BlueSpruce Investments, LP has owned. The longest BlueSpruce Investments, LP has owned a single stock is 36 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| V | VISA INC-CLASS A SHARES | 20 | 8 | 0.11% | 9.38% | 26.52% | Q4 2013 | Q3 2023 | 36 |
| MA | MASTERCARD INC-CLASS A | 17 | 6 | 1.87% | 8.09% | 15.26% | Q2 2014 | Q3 2023 | 32 |
| GDDY | GODADDY INC - CLASS A | 14 | 5 | 0.78% | 6.86% | 10.65% | Q2 2015 | Q1 2022 | 25 |
| CMCSA | COMCAST CORP-CLASS A | 23 | 23 | 5.85% | 10.70% | 16.48% | Q2 2014 | Q4 2019 | 23 |
| TJX | TJX COMPANIES INC | 9 | 2 | 0.71% | 6.45% | 11.11% | Q2 2014 | Q2 2023 | 23 |
| PYPL | PAYPAL HOLDINGS INC | 9 | 2 | 0.23% | 7.92% | 13.44% | Q3 2015 | Q1 2023 | 17 |
| TRU | TRANSUNION | 12 | 5 | 1.18% | 6.39% | 10.82% | Q4 2018 | Q3 2023 | 17 |
| FISV | FISERV INC | 16 | 16 | 7.28% | 12.31% | 16.62% | Q4 2019 | Q3 2023 | 16 |
| A | AGILENT TECHNOLOGIES INC | 11 | 5 | 2.45% | 6.00% | 8.17% | Q3 2018 | Q3 2023 | 16 |
| CTSH | COGNIZANT TECH SOLUTIO... | 15 | 15 | 5.42% | 9.95% | 15.98% | Q1 2014 | Q3 2017 | 15 |
| MSFT | MICROSOFT CORP | 11 | 2 | 6.17% | 11.43% | 15.48% | Q1 2020 | Q3 2023 | 13 |
| AZPN | ASPEN TECHNOLOGY INC | 7 | 2 | 0.26% | 6.14% | 12.44% | Q1 2015 | Q3 2021 | 13 |
| ADBE | ADOBE INC | 6 | 6 | 3.41% | 7.46% | 12.92% | Q4 2018 | Q3 2023 | 12 |
| SPGI | S&P GLOBAL INC | 7 | 5 | 1.78% | 5.79% | 10.33% | Q2 2016 | Q3 2019 | 12 |
| ADP | AUTOMATIC DATA PROCESSING | 11 | 11 | 2.64% | 6.38% | 9.60% | Q3 2019 | Q1 2022 | 11 |
| ROST | ROSS STORES INC | 5 | 2 | 2.54% | 5.37% | 7.85% | Q3 2017 | Q2 2022 | 11 |
| BLK | BLACKROCK INC | 10 | 10 | 5.57% | 10.38% | 14.53% | Q1 2014 | Q2 2016 | 10 |
| CHTR | CHARTER COMMUNICATIONS... | 10 | 10 | 3.19% | 10.00% | 12.68% | Q1 2020 | Q2 2022 | 10 |
| FIS | FIDELITY NATIONAL INFO... | 10 | 10 | 4.36% | 8.57% | 13.08% | Q3 2019 | Q4 2021 | 10 |
| PLYA | PLAYA HOTELS & RESORTS NV | 10 | 10 | 0.74% | 4.10% | 10.78% | Q1 2017 | Q2 2019 | 10 |
| SBUX | STARBUCKS CORP | 7 | 1 | 0.26% | 7.75% | 11.43% | Q4 2014 | Q1 2020 | 9 |
| AIF | APOLLO TACTICAL INCOME... | 6 | 3 | 0.74% | 1.56% | 3.22% | Q4 2013 | Q1 2016 | 9 |
| MHFI | MCGRAW HILL FINANCIAL INC | 4 | 3 | 8.05% | 11.30% | 19.02% | Q4 2013 | Q1 2016 | 7 |
| OAK | OAKTREE CAPITAL GROUP LLC | 7 | 7 | 8.18% | 11.06% | 16.40% | Q4 2014 | Q2 2016 | 7 |
| DG | DOLLAR GENERAL CORP | 7 | 7 | 3.63% | 9.28% | 11.41% | Q3 2020 | Q1 2022 | 7 |
| AON | AON PLC | 7 | 7 | 0.25% | 7.73% | 11.03% | Q1 2020 | Q3 2021 | 7 |
| SYK | STRYKER CORP | 7 | 7 | 0.32% | 5.96% | 10.09% | Q1 2020 | Q3 2021 | 7 |
| HYT | BLACKROCK CORPORATE HY... | 4 | 3 | 0.24% | 3.17% | 12.66% | Q4 2013 | Q3 2015 | 7 |
| DSU | BLACKROCK DEBT STRATEG... | 5 | 2 | 0.61% | 2.61% | 4.26% | Q4 2013 | Q4 2015 | 7 |
| ARDC | ARES DYNAMIC CREDIT AL... | 6 | 1 | 1.50% | 1.92% | 2.49% | Q4 2013 | Q1 2016 | 7 |
| VNTV | VANTIV INC - CL A | 6 | 6 | 5.32% | 10.99% | 13.98% | Q3 2016 | Q4 2017 | 6 |
| WP | WORLDPAY INC. | 6 | 6 | 8.71% | 10.43% | 12.00% | Q1 2018 | Q2 2019 | 6 |
| CRM | SALESFORCE INC | 6 | 6 | 6.42% | 9.12% | 10.91% | Q2 2022 | Q3 2023 | 6 |
| PCI | PIMCO DYNAMIC CREDIT I... | 4 | 2 | 2.01% | 4.69% | 12.52% | Q4 2013 | Q3 2015 | 6 |
| MCO | MOODY'S CORP | 5 | 1 | 0.12% | 4.31% | 6.39% | Q4 2015 | Q3 2018 | 6 |
| BFAM | BRIGHT HORIZONS FAMILY... | 5 | 5 | 1.92% | 9.57% | 15.56% | Q1 2014 | Q1 2015 | 5 |
| BKNG | BOOKING HOLDINGS INC | 5 | 5 | 6.07% | 7.67% | 9.14% | Q3 2018 | Q3 2019 | 5 |
| HD | HOME DEPOT INC | 5 | 5 | 4.35% | 5.48% | 6.40% | Q4 2018 | Q4 2019 | 5 |
| VRSK | VERISK ANALYTICS INC-C... | 4 | 1 | 1.82% | 3.74% | 7.64% | Q4 2014 | Q1 2018 | 5 |
| MHK | MOHAWK INDUSTRIES INC | 5 | 5 | 0.47% | 3.08% | 5.34% | Q1 2017 | Q1 2018 | 5 |
| JQC | NUVEEN CREDIT STRATEGI... | 5 | 5 | 0.21% | 1.58% | 2.56% | Q4 2014 | Q4 2015 | 5 |
| SPY | SPDR S&P 500 ETF TRUST | 3 | 1 | 0.17% | 1.09% | 2.07% | Q4 2014 | Q4 2016 | 5 |
| GWW | WW GRAINGER INC | 4 | 4 | 4.24% | 7.81% | 10.27% | Q4 2014 | Q3 2015 | 4 |
| ABT | ABBOTT LABORATORIES | 4 | 4 | 2.78% | 6.57% | 8.91% | Q1 2021 | Q4 2021 | 4 |
| TMH | TEAM HEALTH HOLDINGS INC | 4 | 4 | 1.42% | 4.65% | 8.52% | Q4 2015 | Q3 2016 | 4 |
| PAYX | PAYCHEX INC | 4 | 4 | 4.00% | 4.62% | 5.41% | Q3 2017 | Q2 2018 | 4 |
| JSD | NUVEEN SHORT DURATION ... | 4 | 4 | 0.12% | 0.43% | 0.58% | Q4 2014 | Q3 2015 | 4 |
| NSL | NUVEEN SENIOR INCOME FUND | 4 | 4 | 0.12% | 0.20% | 0.24% | Q4 2014 | Q3 2015 | 4 |
| CSX | CSX CORP | 3 | 3 | 9.54% | 14.03% | 19.50% | Q4 2013 | Q2 2014 | 3 |
| SBAC | SBA COMMUNICATIONS COR... | 3 | 3 | 5.08% | 10.08% | 13.97% | Q1 2017 | Q3 2017 | 3 |
| FB | FACEBOOK INC-A | 2 | 1 | 8.82% | 9.61% | 10.88% | Q2 2018 | Q3 2021 | 3 |
| GOOGL | ALPHABET INC-CL A | 3 | 3 | 4.43% | 7.80% | 10.38% | Q1 2022 | Q3 2022 | 3 |
| SCHW | SCHWAB (CHARLES) CORP | 2 | 1 | 5.69% | 7.33% | 8.81% | Q3 2015 | Q3 2018 | 3 |
| ECL | ECOLAB INC | 3 | 3 | 5.73% | 6.34% | 6.77% | Q3 2015 | Q1 2016 | 3 |
| SFM | SPROUTS FARMERS MARKET... | 2 | 1 | 5.08% | 6.14% | 8.25% | Q3 2015 | Q1 2017 | 3 |
| HBI | HANESBRANDS INC | 3 | 3 | 4.81% | 5.79% | 6.32% | Q1 2016 | Q3 2016 | 3 |
| WFM | WHOLE FOODS MARKET INC | 2 | 1 | 0.16% | 3.76% | 9.27% | Q3 2014 | Q3 2015 | 3 |
| ST | SENSATA TECHNOLOGIES H... | 3 | 3 | 2.59% | 3.01% | 3.27% | Q4 2014 | Q2 2015 | 3 |
| VRSN | VERISIGN INC | 3 | 3 | 0.10% | 1.07% | 1.64% | Q3 2021 | Q1 2022 | 3 |
| ARMF | ARES MULTI-STRATEGY CR... | 3 | 3 | 0.70% | 0.75% | 0.79% | Q4 2014 | Q2 2015 | 3 |
| BIT | BLACKROCK MULTI-SECTOR... | 3 | 3 | 0.24% | 0.28% | 0.30% | Q4 2014 | Q2 2015 | 3 |
| DISCK | DISCOVERY COMMUNICATIO... | 2 | 2 | 8.53% | 9.10% | 9.68% | Q2 2014 | Q3 2014 | 2 |
| AVGO | BROADCOM INC | 2 | 2 | 6.88% | 8.45% | 10.02% | Q1 2018 | Q2 2018 | 2 |
| STZ | CONSTELLATION BRANDS I... | 2 | 2 | 7.80% | 8.24% | 8.69% | Q4 2018 | Q1 2019 | 2 |
| IFF | INTL FLAVORS & FRAGRANCES | 2 | 2 | 5.31% | 7.83% | 10.35% | Q2 2018 | Q3 2018 | 2 |
| MSCI | MSCI INC | 2 | 2 | 5.66% | 6.01% | 6.37% | Q4 2018 | Q1 2019 | 2 |
| CCOI | COGENT COMMUNICATIONS ... | 2 | 2 | 4.89% | 5.94% | 7.00% | Q3 2015 | Q4 2015 | 2 |
| ICLR | ICON PLC | 2 | 2 | 4.39% | 4.65% | 4.92% | Q2 2023 | Q3 2023 | 2 |
| SBAC | SBA COMMUNICATIONS COR... | 1 | 1 | 13.58% | 13.58% | 13.58% | Q4 2016 | Q4 2016 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 6.99% | 6.99% | 6.99% | Q3 2023 | Q3 2023 | 1 |
| NWL | NEWELL BRANDS INC | 1 | 1 | 4.97% | 4.97% | 4.97% | Q3 2017 | Q3 2017 | 1 |
| CP | CANADIAN PACIFIC RAILW... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
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The securities at the top of the list , including VISA INC-CLASS A SHARES, MASTERCARD INC-CLASS A, and GODADDY INC - CLASS A, are the highest-conviction holdings of BlueSpruce Investments, LP.
The conviction is calculated by counting the number of quarters a security has been reported by BlueSpruce Investments, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BlueSpruce Investments, LP owns currently or has owned in the past.