Aikya Investment Management Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Aikya Investment Management Ltd reported 3 stock positions worth $346.4 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 42.7% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 30.5%) and Infosys Ltd.-SP ADR (INFY, 26.8%). Compared with Q1 2024, it added to 3. The biggest buy was HDFC Bank Ltd.-ADR (HDB, shares +20%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$346.4M (Q2 2024)
SEC Filing
0002005403-24-000003 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $273.1M Q1 2024 Q2 2024: $346.4M $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 · $346.4M
HDB HDFC Bank Ltd.-ADR 42.70% 2,299,249 $147.9M Add +19.6%
RDY Dr. Reddy's Laboratories-ADR 30.55% 1,388,993 $105.8M Add +12.0%
INFY Infosys Ltd.-SP ADR 26.76% 4,978,362 $92.7M Add +19.7%

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
HDB HDFC Bank Ltd.-ADR Add +19.6% 42.70% +3.31
INFY Infosys Ltd.-SP ADR Add +19.7% 26.76% −0.56
RDY Dr. Reddy's Laboratories-ADR Add +12.0% 30.55% −2.75

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