Vault-13

Deccan Value Investors L.P.

Greenwich, CT · CIK 1511702 · 13F filing filed 2023-08-14

SEC-registered investment adviser since 2011 · limited partnership

$1.1bn reported value +8.2% vs Q1 2023
5positions
100.0%in top 10
0 new 0 added 5 reduced 0 sold out vs Q1 2023

Holdings, Q2 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 819,113 $278.9m25.53% 25.53% ReducedShares held: Q3 2022 662.0k, Q4 2022 846.6k, Q1 2023 862.0k, Q2 2023 819.1k -42.9k -42,900 -5.0%
2 TRANSDIGM GROUP INC COM TDG TDG 278,228 $248.8m22.77% 22.77% ReducedShares held: Q3 2022 346.4k, Q4 2022 340.9k, Q1 2023 292.8k, Q2 2023 278.2k -14.6k -14,600 -5.0%
3 SALESFORCE INC COM CRM CRM 934,595 $197.4m18.07% 18.07% ReducedShares held: Q3 2022 1.0m, Q4 2022 1.2m, Q1 2023 983.8k, Q2 2023 934.6k -49.2k -49,200 -5.0%
4 ALPHABET INC CAP STK CL C GOOG GOOG 1,552,770 $187.8m17.19% 17.19% ReducedShares held: Q3 2022 1.7m, Q4 2022 1.8m, Q1 2023 1.6m, Q2 2023 1.6m -80.1k -80,100 -4.9%
5 OTIS WORLDWIDE CORP COM OTIS OTIS 2,019,902 $179.8m16.45% 16.45% ReducedShares held: Q3 2022 2.4m, Q4 2022 2.4m, Q1 2023 2.1m, Q2 2023 2.0m -105.1k -105,100 -5.0%