Aikya Investment Management Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Aikya Investment Management Ltd reported 3 stock positions worth $240.2 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 54.0% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 36.9%) and Infosys Ltd.-SP ADR (INFY, 9.1%). Compared with Q3 2024, it added to 2 and reduced 1. The biggest buy was Dr. Reddy's Laboratories-ADR (RDY, shares +3%) and the biggest sale HDFC Bank Ltd.-ADR (HDB, shares −11%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$240.2M (Q4 2024)
SEC Filing
0002005403-25-000001 ↗ filed Feb 11, 2025

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 $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 · $240.2M
HDB HDFC Bank Ltd.-ADR 54.05% 2,032,833 $129.8M Reduce -11.4%
RDY Dr. Reddy's Laboratories-ADR 36.88% 5,610,503 $88.6M Add +3.2%
INFY Infosys Ltd.-SP ADR 9.07% 994,198 $21.8M Add +16.1%

Portfolio Sells Q3 2024 → Q4 2024
HDB HDFC Bank Ltd.-ADR Reduce -11.4% 54.05% −25.76

Portfolio Buys Q3 2024 → Q4 2024
RDY Dr. Reddy's Laboratories-ADR Add +3.2% 36.88% +27.28
INFY Infosys Ltd.-SP ADR Add +16.1% 9.07% −1.52

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