Deccan Value Investors L.P.

Q1 2015 13F Holdings Report, Stock Holdings

Notable people: Vinit Bodas
Signature - Title: John Malik - Chief Operating Officer
Location: Greenwich, CT
Holdings as of: March 31, 2015
Value $: $401M
Num holdings: 6
Date filed: 5/15/2015, 10:06 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included MSFT, MA, FOXA, HLF, and ONE.
Previous filing: Q4 2014 - Feb 13, 2015
Next filing: Q2 2015 - Aug 13, 2015
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
MSFT	22.9%	+28.4%	Microsoft Corp	COM	+2.26M	NEW	+$91.8M	$91.8M	40.66	2.26M
MA	21.6%	+26.8%	Mastercard Inc	CL A	+1.04M	NEW	+$86.7M	$86.7M	83.50	1.04M
FOXA	21%	+0.1%	Twenty First Centy Fox Inc	CL A	+9.4K	+0.38%	+$318K	$84.2M	33.84	2.49M
	19.4%	+24%	Herbalife Ltd	NOTE 2.000% 8/1	+94.5M	NEW	+$77.7M	$77.7M	0.82	94.5M
HLF	12.4%	+15.4%	Herbalife Ltd	COM USD SHS	+1.17M	NEW	+$49.9M	$49.9M	42.76	1.17M
ONE	2.69%	+0.01%	Higher One Hldgs Inc	COM	+16.8K	+0.38%	+$40.7K	$10.8M	2.42	4.46M
CCE		-30.3%	Coca Cola Enterprises Inc Ne	COM	-1.12M	-100%	-$49.5M	$0		0

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Showing 1 to 7 of 7 entries

Filing 2015 Q1 compared to 2014 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
John Malik	Chief Operating Officer	Greenwich, Connecticut	5/14/2015

Other Included Managers (1):

Num	Name	Location	File Number
1	Vinit Bodas	Greenwich, CT	028-14247