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Aikya Investment Management Ltd — 13F Holdings & Portfolio

CIK 2005403 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$344.7M

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+0 / −0 / ↑1 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Dr. Reddy's Laboratories Limited$7.8M +7.5%
Show all 1 →

Top Trims

  • HDFC Bank Limited-$70.2M -40.6%
  • EPAM Systems Inc-$33.2M -21.2%
  • Infosys Ltd-$552.3K -6.4%
Show all 3 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EPAM Systems Inc EPAM 29414B104 $123.3M 35.76% 910,615 SH
2 Dr. Reddy's Laboratories Limited RDY 256135203 $110.8M 32.14% 7,999,796 SH
3 HDFC Bank Limited HDB 40415F101 $102.6M 29.76% 4,123,527 SH
4 Infosys Ltd INFY 456788108 $8.1M 2.34% 596,346 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $344.7M 4 0002005403-26-000003
2025-12-31 2026-02-02 $441.0M 4 0002005403-26-000002