Aikya Investment Management Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Aikya Investment Management Ltd reported 4 stock positions worth $269.8 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 49.8% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 30.3%) and Epam Systems (EPAM, 13.4%). Compared with Q4 2024, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Epam Systems (EPAM) and the biggest sale HDFC Bank Ltd.-ADR (HDB, shares −1%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$269.8M (Q1 2025)
SEC Filing
0002005403-25-000002 ↗ filed May 14, 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 Q4 2024 Q1 2025: $269.8M $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 4 stocks · $269.8M
HDB HDFC Bank Ltd.-ADR 49.79% 2,021,459 $134.3M Reduce -0.6%
RDY Dr. Reddy's Laboratories-ADR 30.32% 6,200,375 $81.8M Add +10.5%
EPAM Epam Systems Inc. 13.36% 213,412 $36.0M New
INFY Infosys Ltd.-SP ADR 6.54% 966,711 $17.6M Reduce -2.8%

Portfolio Sells Q4 2024 → Q1 2025
HDB HDFC Bank Ltd.-ADR Reduce -0.6% 49.79% −4.26
INFY Infosys Ltd.-SP ADR Reduce -2.8% 6.54% −2.53

Portfolio Buys Q4 2024 → Q1 2025
EPAM Epam Systems Inc. New 13.36% +13.36
RDY Dr. Reddy's Laboratories-ADR Add +10.5% 30.32% −6.57

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