Aikya Investment Management Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Aikya Investment Management Ltd reported 4 stock positions worth $441.0 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 39.2% of the portfolio, followed by Epam Systems (EPAM, 35.5%) and Dr. Reddy's Laboratories-ADR (RDY, 23.4%). Compared with Q3 2025, it added to 3 and reduced 1. The biggest buy was Epam Systems (EPAM, shares +8%) and the biggest sale Infosys Ltd.-SP ADR (INFY, shares −15%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$441.0M (Q4 2025)
SEC Filing
0002005403-26-000002 ↗ filed Feb 2, 2026

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 Q3 2025 Q4 2025: $441.0M $441.0M Q4 2025 Q1 2026: $344.7M Q1 2026 Q2 2026: $340.6M Q2 2026

Holdings 4 stocks · $441.0M
HDB HDFC Bank Ltd.-ADR 39.19% 4,729,768 $172.8M Add +9.3%
EPAM Epam Systems Inc. 35.49% 763,798 $156.5M Add +8.4%
RDY Dr. Reddy's Laboratories-ADR 23.37% 7,338,525 $103.0M Add +9.3%
INFY Infosys Ltd.-SP ADR 1.95% 483,104 $8.6M Reduce -14.5%

Portfolio Sells Q3 2025 → Q4 2025
INFY Infosys Ltd.-SP ADR Reduce -14.5% 1.95% −0.62

Portfolio Buys Q3 2025 → Q4 2025
EPAM Epam Systems Inc. Add +8.4% 35.49% +5.74
HDB HDFC Bank Ltd.-ADR Add +9.3% 39.19% −2.20
RDY Dr. Reddy's Laboratories-ADR Add +9.3% 23.37% −2.91

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