Aikya Investment Management Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Aikya Investment Management Ltd reported 3 stock positions worth $273.1 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 39.4% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 33.3%) and Infosys Ltd.-SP ADR (INFY, 27.3%). Compared with Q4 2023, it added to 3. The biggest buy was HDFC Bank Ltd.-ADR (HDB, shares +67%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$273.1M (Q1 2024)
SEC Filing
0002005403-24-000002 ↗ filed May 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $273.1M $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 Q2 2026

Holdings 3 stocks · $273.1M
HDB HDFC Bank Ltd.-ADR 39.38% 1,921,805 $107.6M Add +67.5%
RDY Dr. Reddy's Laboratories-ADR 33.30% 1,239,935 $90.9M Add +13.1%
INFY Infosys Ltd.-SP ADR 27.31% 4,160,589 $74.6M Add +7.9%

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
HDB HDFC Bank Ltd.-ADR Add +67.5% 39.38% +5.04
RDY Dr. Reddy's Laboratories-ADR Add +13.1% 33.30% −0.52
INFY Infosys Ltd.-SP ADR Add +7.9% 27.31% −4.52

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