Aikya Investment Management Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Aikya Investment Management Ltd reported 5 stock positions worth $340.6 million. Its top holding was Dr. Reddy's Laboratories-ADR (RDY) at 36.1% of the portfolio, followed by Epam Systems (EPAM, 31.8%) and HDFC Bank Ltd.-ADR (HDB, 31.0%). Compared with Q1 2026, it opened 1 new position, added to 2 and reduced 2. The biggest buy was Dr. Reddy's Laboratories-ADR (RDY, shares +6%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −41%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$340.6M (Q2 2026)
SEC Filing
0002005403-26-000004 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $273.1M Q1 2024 Q2 2024: $346.4M Q2 2024 Q3 2024: $180.0M Q3 2024 Q4 2024: $240.2M Q4 2024 Q1 2025: $269.8M Q1 2025 Q2 2025: $333.5M Q2 2025 Q3 2025: $357.2M Q3 2025 Q4 2025: $441.0M Q4 2025 Q1 2026: $344.7M Q1 2026 Q2 2026: $340.6M $340.6M Q2 2026

Holdings 5 stocks · $340.6M
RDY Dr. Reddy's Laboratories-ADR 36.13% 8,493,852 $123.1M Add +6.2%
EPAM Epam Systems Inc. 31.82% 1,365,913 $108.4M Add +50.0%
HDB HDFC Bank Ltd.-ADR 30.95% 4,081,592 $105.4M Reduce -1.0%
INFY Infosys Ltd.-SP ADR 1.09% 352,907 $3.7M Reduce -40.8%
MMYT Makemytrip Ltd. 0.01% 525 $28K New

Portfolio Sells Q1 2026 → Q2 2026
INFY Infosys Ltd.-SP ADR Reduce -40.8% 1.09% −1.25
HDB HDFC Bank Ltd.-ADR Reduce -1.0% 30.95% +1.19

Portfolio Buys Q1 2026 → Q2 2026
RDY Dr. Reddy's Laboratories-ADR Add +6.2% 36.13% +3.99
MMYT Makemytrip Ltd. New 0.01% +0.01
EPAM Epam Systems Inc. Add +50.0% 31.82% −3.94

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$340.6MRDY, EPAM, HDB, INFY, MMYT
Q1 2026 4$344.7MEPAM, RDY, HDB, INFY
Q4 2025 4$441.0MHDB, EPAM, RDY, INFY
Q3 2025 4$357.2MHDB, EPAM, RDY, INFY
Q2 2025 4$333.5MHDB, RDY, EPAM, INFY
Q1 2025 4$269.8MHDB, RDY, EPAM, INFY
Q4 2024 3$240.2MHDB, RDY, INFY
Q3 2024 3$180.0MHDB, INFY, RDY
Q2 2024 3$346.4MHDB, RDY, INFY
Q1 2024 3$273.1MHDB, RDY, INFY