Aikya Investment Management Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Aikya Investment Management Ltd reported 4 stock positions worth $344.7 million. Its top holding was Epam Systems (EPAM) at 35.8% of the portfolio, followed by Dr. Reddy's Laboratories-ADR (RDY, 32.1%) and HDFC Bank Ltd.-ADR (HDB, 29.8%). Compared with Q4 2025, it added to 3 and reduced 1. The biggest buy was Dr. Reddy's Laboratories-ADR (RDY, shares +9%) and the biggest sale HDFC Bank Ltd.-ADR (HDB, shares −13%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002005403
Portfolio Value
$344.7M (Q1 2026)
SEC Filing
0002005403-26-000003 ↗ filed May 5, 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 Q4 2025 Q1 2026: $344.7M $344.7M Q1 2026 Q2 2026: $340.6M Q2 2026

Holdings 4 stocks · $344.7M
EPAM Epam Systems Inc. 35.76% 910,615 $123.3M Add +19.2%
RDY Dr. Reddy's Laboratories-ADR 32.14% 7,999,796 $110.8M Add +9.0%
HDB HDFC Bank Ltd.-ADR 29.76% 4,123,527 $102.6M Reduce -12.8%
INFY Infosys Ltd.-SP ADR 2.34% 596,346 $8.1M Add +23.4%

Portfolio Sells Q4 2025 → Q1 2026
HDB HDFC Bank Ltd.-ADR Reduce -12.8% 29.76% −9.43

Portfolio Buys Q4 2025 → Q1 2026
RDY Dr. Reddy's Laboratories-ADR Add +9.0% 32.14% +8.77
INFY Infosys Ltd.-SP ADR Add +23.4% 2.34% +0.38
EPAM Epam Systems Inc. Add +19.2% 35.76% +0.28

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