Aikya Investment Management Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Aikya Investment Management Ltd reported 4 stock positions worth $333.5 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 47.1% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 28.6%) and Epam Systems (EPAM, 19.0%). Compared with Q1 2025, it added to 3 and reduced 1. The biggest buy was Epam Systems (EPAM, shares +68%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −1%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$333.5M (Q2 2025)
SEC Filing
0002005403-25-000003 ↗ filed Aug 5, 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 Q1 2025 Q2 2025: $333.5M $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 · $333.5M
HDB HDFC Bank Ltd.-ADR 47.06% 2,047,056 $156.9M Add +1.3%
RDY Dr. Reddy's Laboratories-ADR 28.64% 6,354,979 $95.5M Add +2.5%
EPAM Epam Systems Inc. 18.97% 357,730 $63.3M Add +67.6%
INFY Infosys Ltd.-SP ADR 5.33% 959,614 $17.8M Reduce -0.7%

Portfolio Sells Q1 2025 → Q2 2025
INFY Infosys Ltd.-SP ADR Reduce -0.7% 5.33% −1.21

Portfolio Buys Q1 2025 → Q2 2025
EPAM Epam Systems Inc. Add +67.6% 18.97% +5.61
RDY Dr. Reddy's Laboratories-ADR Add +2.5% 28.64% −1.68
HDB HDFC Bank Ltd.-ADR Add +1.3% 47.06% −2.73

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