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Deccan Value Investors L.P.

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13F filer, CIK 1511702, Greenwich, CT

Deccan Value Investors L.P. reported $922,505,789 across 5 holdings for the quarter ended 2022-12-31, in a 13F-HR filed 2023-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-23-000980

Period
2022-12-31
Reported value
$923M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+184,642$44.3M
CRMadded+175,865$23.3M
GOOGadded+126,390$11.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-5,541-$3.49M
OTISreduced-39,756-$3.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2022

Share positions as resolved from 13F-HR 0001172661-23-000980, largest first. % of portfolio is the value over $922,505,789, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 340,898 shares 340,898$215M23.27%-5,541Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 846,593 shares 846,593$203M22.01%+184,642Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,360,102 shares 2,360,102$185M20.03%-39,756Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,831,670 shares 1,831,670$163M17.62%+126,390Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,187,765 shares 1,187,765$157M17.07%+175,865Timeline

How Q4 2022 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-23-000980 base2023-02-14acceptance time not in the bulk data set