Vault-13

Deccan Value Investors L.P.

Greenwich, CT · CIK 1511702 · 13F filing filed 2023-02-14

SEC-registered investment adviser since 2011 · limited partnership

$922.5m reported value +15.5% vs Q3 2022
5positions
100.0%in top 10
0 new 3 added 2 reduced 0 sold out vs Q3 2022

Holdings, Q4 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 340,898 $214.6m23.27% 23.27% ReducedShares held: Q3 2022 346.4k, Q4 2022 340.9k -5.5k -5,541 -1.6%
2 MICROSOFT CORP COM MSFT MSFT 846,593 $203.0m22.01% 22.01% AddedShares held: Q3 2022 662.0k, Q4 2022 846.6k +184.6k +184,642 27.9%
3 OTIS WORLDWIDE CORP COM OTIS OTIS 2,360,102 $184.8m20.03% 20.03% ReducedShares held: Q3 2022 2.4m, Q4 2022 2.4m -39.8k -39,756 -1.7%
4 ALPHABET INC CAP STK CL C GOOG GOOG 1,831,670 $162.5m17.62% 17.62% AddedShares held: Q3 2022 1.7m, Q4 2022 1.8m +126.4k +126,390 7.4%
5 SALESFORCE INC COM CRM CRM 1,187,765 $157.5m17.07% 17.07% AddedShares held: Q3 2022 1.0m, Q4 2022 1.2m +175.9k +175,865 17.4%