Aikya Investment Management Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Aikya Investment Management Ltd reported 4 stock positions worth $357.2 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 41.4% of the portfolio, followed by Epam Systems (EPAM, 29.8%) and Dr. Reddy's Laboratories-ADR (RDY, 26.3%). Compared with Q2 2025, it added to 3 and reduced 1. The biggest buy was Epam Systems (EPAM, shares +97%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −41%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$357.2M (Q3 2025)
SEC Filing
0002005403-25-000008 ↗ filed Nov 4, 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 Q2 2025 Q3 2025: $357.2M $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 · $357.2M
HDB HDFC Bank Ltd.-ADR 41.39% 4,328,795 $147.9M Add +5.7%
EPAM Epam Systems Inc. 29.75% 704,821 $106.3M Add +97.0%
RDY Dr. Reddy's Laboratories-ADR 26.28% 6,715,007 $93.9M Add +5.7%
INFY Infosys Ltd.-SP ADR 2.57% 565,102 $9.2M Reduce -41.1%

Portfolio Sells Q2 2025 → Q3 2025
INFY Infosys Ltd.-SP ADR Reduce -41.1% 2.57% −2.76

Portfolio Buys Q2 2025 → Q3 2025
EPAM Epam Systems Inc. Add +97.0% 29.75% +10.79
RDY Dr. Reddy's Laboratories-ADR Add +5.7% 26.28% −2.36
HDB HDFC Bank Ltd.-ADR Add +5.7% 41.39% −5.67

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