Vault-13

Deccan Value Investors L.P.

Greenwich, CT · CIK 1511702 · 13F filing filed 2023-05-15

SEC-registered investment adviser since 2011 · limited partnership

As an employer

$1.0bn reported value +9.5% vs Q4 2022
5positions
100.0%in top 10
0 new 1 added 4 reduced 0 sold out vs Q4 2022

Holdings, Q1 2023

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 MICROSOFT CORP COM MSFT MSFT 862,013 $248.5m24.60% 24.60% AddedShares held: Q3 2022 662.0k, Q4 2022 846.6k, Q1 2023 862.0k +15.4k +15,420 1.8%
2 TRANSDIGM GROUP INC COM TDG TDG 292,828 $215.8m21.37% 21.37% ReducedShares held: Q3 2022 346.4k, Q4 2022 340.9k, Q1 2023 292.8k -48.1k -48,070 -14.1%
3 SALESFORCE INC COM CRM CRM 983,795 $196.5m19.46% 19.46% ReducedShares held: Q3 2022 1.0m, Q4 2022 1.2m, Q1 2023 983.8k -204.0k -203,970 -17.2%
4 OTIS WORLDWIDE CORP COM OTIS OTIS 2,125,002 $179.4m17.76% 17.76% ReducedShares held: Q3 2022 2.4m, Q4 2022 2.4m, Q1 2023 2.1m -235.1k -235,100 -10.0%
5 ALPHABET INC CAP STK CL C GOOG GOOG 1,632,870 $169.8m16.81% 16.81% ReducedShares held: Q3 2022 1.7m, Q4 2022 1.8m, Q1 2023 1.6m -198.8k -198,800 -10.8%