Aikya Investment Management Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), Aikya Investment Management Ltd reported 3 stock positions worth $180.0 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 79.8% of the portfolio, followed by Infosys Ltd.-SP ADR (INFY, 10.6%) and Dr. Reddy's Laboratories-ADR (RDY, 9.6%). Compared with Q2 2024, it reduced 3. The biggest sale was Dr. Reddy's Laboratories-ADR (RDY, shares −22%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$180.0M (Q3 2024)
SEC Filing
0002005403-24-000004 ↗ filed Nov 15, 2024

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 $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 · $180.0M
HDB HDFC Bank Ltd.-ADR 79.81% 2,295,728 $143.6M Reduce -0.1%
INFY Infosys Ltd.-SP ADR 10.59% 855,947 $19.1M Reduce -82.8%
RDY Dr. Reddy's Laboratories-ADR 9.60% 1,087,200 $17.3M Reduce -21.7%

Portfolio Sells Q2 2024 → Q3 2024
RDY Dr. Reddy's Laboratories-ADR Reduce -21.7% 9.60% −20.95
INFY Infosys Ltd.-SP ADR Reduce -82.8% 10.59% −16.16
HDB HDFC Bank Ltd.-ADR Reduce -0.1% 79.81% +37.11

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

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