BlueSpruce Investments, LP
CHICAGO IL · SEC CIK 0001600285
$6.50亿2026Q2 申报市值
18持仓数
99.4%前十大占比 · 第一大 31.9%
12 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 加仓+$5,400.65万
AVGO 新建仓+$5,003.34万
AMZN 加仓+$4,015.79万
META 加仓+$2,418.03万
MSCI 新建仓+$216.96万
2026Q2 卖出最多 按季末市值估算
SPGI 清仓-$6,073.64万
SYK 减仓-$6,042.50万
MA 减仓-$3,438.55万
GOOGL 减仓-$2,919.82万
DHR 清仓-$2,413.51万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.08亿 | 31.91% | 434,582 | 113,086 | 35.2% | $5,400.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1.88亿 | 28.90% | 788,506 | 168,490 | 27.2% | $4,015.79万 | 加仓 |
| META | META PLATFORMS INC | $1.34亿 | 20.59% | 237,786 | 42,927 | 22.0% | $2,418.03万 | 加仓 |
| GOOGL | ALPHABET INC | $5,822.20万 | 8.95% | 162,918 | -81,703 | -33.4% | -$2,919.82万 | 减仓 |
| AVGO | BROADCOM INC | $5,003.34万 | 7.69% | 132,451 | 132,451 | — | $5,003.34万 | 新建仓 |
| MSCI | MSCI INC | $216.96万 | 0.33% | 3,874 | 3,874 | — | $216.96万 | 新建仓 |
| SYK | STRYKER CORPORATION | $203.83万 | 0.31% | 6,474 | -191,923 | -96.7% | -$6,042.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $180.38万 | 0.28% | 3,512 | -66,950 | -95.0% | -$3,438.55万 | 减仓 |
| MCO | MOODYS CORP | $154.81万 | 0.24% | 3,418 | 3,418 | — | $154.81万 | 新建仓 |
| ASML | ASML HLDG NV | $91.71万 | 0.14% | 461 | 461 | — | $91.71万 | 新建仓 |
| GE | GE AEROSPACE | $81.47万 | 0.13% | 2,180 | 2,180 | — | $81.47万 | 新建仓 |
| V | VISA INC | $71.26万 | 0.11% | 2,077 | 2,077 | — | $71.26万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.90万 | 0.08% | 1,280 | 1,280 | — | $50.90万 | 新建仓 |
| AAPL | APPLE INC | $48.09万 | 0.07% | 1,662 | 1,662 | — | $48.09万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $44.58万 | 0.07% | 2,228 | 2,228 | — | $44.58万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.82万 | 0.07% | 1,326 | 1,326 | — | $43.82万 | 新建仓 |
| TJX | TJX COS INC NEW | $42.31万 | 0.07% | 2,793 | 2,793 | — | $42.31万 | 新建仓 |
| IDXX | IDEXX LABS INC | $40.06万 | 0.06% | 761 | 761 | — | $40.06万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -142,795 | -100.0% | -$6,073.64万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -127,295 | -100.0% | -$2,413.51万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -306,134 | -100.0% | -$1,920.99万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -19,344 | -100.0% | -$716.06万 | 清仓 |