Vault-13

Deccan Value Investors L.P.

Greenwich, CT · CIK 1511702 · 13F filing filed 2022-11-14

SEC-registered investment adviser since 2011 · limited partnership

$798.6m reported value
5positions
100.0%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TRANSDIGM GROUP INC COM TDG TDG 346,439 $181.8m22.77% 22.77% —
2 ALPHABET INC CAP STK CL C GOOG GOOG 1,705,280 $164.0m20.53% 20.53% —
3 MICROSOFT CORP COM MSFT MSFT 661,951 $154.2m19.30% 19.30% —
4 OTIS WORLDWIDE CORP COM OTIS OTIS 2,399,858 $153.1m19.17% 19.17% —
5 SALESFORCE INC COM CRM CRM 1,011,900 $145.6m18.23% 18.23% —