BlueSpruce Investments LP Releases 13F Holdings Filing for Q3 and Q4 2022: Analysis of Changes in Holdings

BlueSpruce Investments, LP is a known player in the investment industry, and its 13F Holdings filing for Q3 and Q4 of 2022 has recently been released. This filing discloses its holdings for both quarters, and in this blog post, we will be summarizing the changes in those holdings over the stated period.

The CSV data given shows the changes in holdings for BlueSpruce Investments from Q3 to Q4 of 2022. The data is sorted by the issuer's name and shows the shares, Q3 2022 value, Q4 2022 value, and the percentage change for each issuer. We will be analyzing this data and explaining the changes that have occurred over the period.

As we can see from the CSV data, BlueSpruce Investments increased its holdings in most of the issuers, except for PYPL and GOOGL. The holdings in FISV increased by 19.4%, with the Q3 2022 value at $724,045 and Q4 2022 value at $864,832. BlueSpruce Investments also increased its holdings in MSFT by 9.5%, with the Q3 2022 value at $697,416 and Q4 2022 value at $763,560. Similarly, BlueSpruce Investments increased its holdings in MA by 5.9%, with the Q3 2022 value at $699,683 and Q4 2022 value at $740,616.

One significant increase in holdings is that of V, where BlueSpruce Investments increased its holdings by 45.7%, with the Q3 2022 value at $500,204 and Q4 2022 value at $728,625. This increase in holdings for V is a significant indication of the investor's confidence in the company and its future prospects.

Another issuer that saw an increase in holdings is CRM, where BlueSpruce Investments increased its holdings by 11.3%, with the Q3 2022 value at $408,501 and Q4 2022 value at $454,758. This increase in holdings for CRM is an indication that BlueSpruce Investments sees potential growth in the company and is willing to invest in it.

On the other hand, the holdings of PYPL decreased by 34.3%, with the Q3 2022 value at $557,721 and Q4 2022 value at $366,643. This decrease in holdings for PYPL indicates that the investor may have lost confidence in the company and its future prospects.

Lastly, BlueSpruce Investments sold all its holdings in GOOGL, and there were no shares held in Q4 2022. This decision may indicate that the investor no longer sees growth prospects in the company or had other reasons for selling.

In conclusion, BlueSpruce Investments increased its holdings in most of the issuers, with V having the most significant increase in holdings. However, the investor lost confidence in PYPL and sold all its holdings in GOOGL. This analysis shows that BlueSpruce Investments is an active investor and continually evaluates its holdings, and may react to market trends and changing economic conditions.