BlueSpruce Investments, LP Buys Worldpay Inc, Verisk Analytics Inc, Comcast Corp, Sells GoDaddy Inc

Chicago, IL, based Investment company BlueSpruce Investments, LP buys Worldpay Inc, Verisk Analytics Inc, Comcast Corp, S&P Global Inc, Broadcom Inc, Ross Stores Inc, Visa Inc, Mohawk Industries Inc, Paychex Inc, sells GoDaddy Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, BlueSpruce Investments, LP. As of 2018-03-31, BlueSpruce Investments, LP owns 15 stocks with a total value of $869 million. These are the details of the buys and sells.

For the details of BlueSpruce Investments, LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=BlueSpruce+Investments%2C+LP

These are the top 5 holdings of BlueSpruce Investments, LP
  1. Comcast Corp (CMCSA) - 3,402,238 shares, 13.38% of the total portfolio. Shares added by 123.63%
  2. Worldpay Inc (WP) - 1,189,737 shares, 11.26% of the total portfolio. New Position
  3. Visa Inc (V) - 628,466 shares, 8.65% of the total portfolio. Shares added by 28.68%
  4. Verisk Analytics Inc (VRSK) - 638,061 shares, 7.64% of the total portfolio. New Position
  5. TJX Companies Inc (TJX) - 803,889 shares, 7.54% of the total portfolio. Shares added by 4.52%
New Purchase: Worldpay Inc (WP)

BlueSpruce Investments, LP initiated holding in Worldpay Inc. The purchase prices were between $72.64 and $85.03, with an estimated average price of $79.32. The stock is now traded at around $80.57. The impact to a portfolio due to this purchase was 11.26%. The holding were 1,189,737 shares as of 2018-03-31.

New Purchase: Verisk Analytics Inc (VRSK)

BlueSpruce Investments, LP initiated holding in Verisk Analytics Inc. The purchase prices were between $92.28 and $105.84, with an estimated average price of $99.82. The stock is now traded at around $104.80. The impact to a portfolio due to this purchase was 7.64%. The holding were 638,061 shares as of 2018-03-31.

New Purchase: S&P Global Inc (SPGI)

BlueSpruce Investments, LP initiated holding in S&P Global Inc. The purchase prices were between $166.36 and $195.96, with an estimated average price of $184.58. The stock is now traded at around $197.66. The impact to a portfolio due to this purchase was 7.26%. The holding were 330,392 shares as of 2018-03-31.

New Purchase: Broadcom Inc (AVGO)

BlueSpruce Investments, LP initiated holding in Broadcom Inc. The purchase prices were between $228.1 and $272.27, with an estimated average price of $251.75. The stock is now traded at around $241.91. The impact to a portfolio due to this purchase was 6.88%. The holding were 253,747 shares as of 2018-03-31.

Added: Comcast Corp (CMCSA)

BlueSpruce Investments, LP added to a holding in Comcast Corp by 123.63%. The purchase prices were between $32.99 and $42.99, with an estimated average price of $38.79. The stock is now traded at around $31.94. The impact to a portfolio due to this purchase was 7.4%. The holding were 3,402,238 shares as of 2018-03-31.

Added: Ross Stores Inc (ROST)

BlueSpruce Investments, LP added to a holding in Ross Stores Inc by 84.69%. The purchase prices were between $74.84 and $85.46, with an estimated average price of $79.36. The stock is now traded at around $81.95. The impact to a portfolio due to this purchase was 3.11%. The holding were 755,161 shares as of 2018-03-31.

Added: Visa Inc (V)

BlueSpruce Investments, LP added to a holding in Visa Inc by 28.68%. The purchase prices were between $113.86 and $126.32, with an estimated average price of $121.2. The stock is now traded at around $130.43. The impact to a portfolio due to this purchase was 1.93%. The holding were 628,466 shares as of 2018-03-31.

Added: Mohawk Industries Inc (MHK)

BlueSpruce Investments, LP added to a holding in Mohawk Industries Inc by 66.92%. The purchase prices were between $227.9 and $281.06, with an estimated average price of $257.62. The stock is now traded at around $208.76. The impact to a portfolio due to this purchase was 1.83%. The holding were 171,045 shares as of 2018-03-31.

Added: Paychex Inc (PAYX)

BlueSpruce Investments, LP added to a holding in Paychex Inc by 49.61%. The purchase prices were between $59.84 and $70.01, with an estimated average price of $66.09. The stock is now traded at around $63.18. The impact to a portfolio due to this purchase was 1.48%. The holding were 629,061 shares as of 2018-03-31.



Here is the complete portfolio of BlueSpruce Investments, LP. Also check out:

1. BlueSpruce Investments, LP's Undervalued Stocks
2. BlueSpruce Investments, LP's Top Growth Companies, and
3. BlueSpruce Investments, LP's High Yield stocks
4. Stocks that BlueSpruce Investments, LP keeps buying