Aikya Investment Management Ltd — 13F Holdings & Portfolio
CIK 2005403 · latest 13F-HR filed 2026-08-12
Aikya Investment Management Ltd manages $340.6M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RDY (36.13%), EPAM (31.82%), HDB (30.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 0; 1 existing position rose in reported value and 2 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-12
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jul 17, 2026.
5 CHEAPSIDE
LONDON EC2V 6AA
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Allen, Thomas, James Control | DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER since Jun 2020 | Less than 5% | Individual |
| Desai, Rahul, Madhav Control | DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER since Jun 2020 | Less than 5% | Individual |
| Devani, Kavita, NMN Control | CHIEF COMPLIANCE OFFICER since May 2026 | Less than 5% | Individual |
| LONGAN, DANIEL, JOHN DAVID Control | DIRECTOR since Feb 2023 | Less than 5% | Individual |
| MACOUN, IAN, NMN Control | DIRECTOR since Nov 2019 | Less than 5% | Individual |
| PINNACLE INVESTMENT MANAGEMENT LIMITED Control | SHAREHOLDER since Jul 2020 | 25–50% | Foreign Entity |
| SWARUP, ASHISH, NMN Control | DIRECTOR, MANAGING DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER since Jun 2020 | Less than 5% | Individual |
| Summers, Michael, NMN Control | HEAD OF BUSINESS OPERATIONS & TRADING since Jul 2020 | Less than 5% | Individual |
| USHA EQUITY HOLDINGS LIMITED Control | SHAREHOLDER since Jul 2020 | 25–50% | Foreign Entity |
| 1618 LTD | SHAREHOLDER since Jul 2020 | 10–25% | Foreign Entity |
| TI88 LIMITED | SHAREHOLDER since Jul 2020 | 10–25% | Foreign Entity |
| Allen, Thomas, James Control Indirect owner via TI88 LIMITED | SHAREHOLDER since Jun 2020 | 75% or more | Individual |
| Desai, Rahul, Madhav Control Indirect owner via 1618 LTD | SHAREHOLDER since Jun 2020 | 75% or more | Individual |
| PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED Control Indirect owner via PINNACLE INVESTMENT MANAGEMENT LIMITED | SHAREHOLDER since Jul 2020 | 75% or more | Foreign Entity |
| SWARUP, ASHISH, NMN Control Indirect owner via USHA EQUITY HOLDINGS LIMITED | SHAREHOLDER since Jul 2020 | 75% or more | Individual |
Ownership & leadership changes · 5 filings with changes since Jan 13, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedDevani, Kavita, NMN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedSummers, Michael, NMN · title HEAD OF BUSINESS OPERATIONS & TRADING, CHIEF COMPLIANCE OFFICER → HEAD OF BUSINESS OPERATIONS & TRADING
- No longer listedAllen, Thomas, James · SHAREHOLDER · 75% or more · indirect via TUNSTEAD INVESTMENTS LIMITED · control person · listed since Jun 2020
- No longer listedTUNSTEAD INVESTMENTS LIMITED · SHAREHOLDER · 10–25% · listed since Jul 2020
- AddedAllen, Thomas, James · SHAREHOLDER · 75% or more · indirect via TI88 LIMITED · control person
- AddedTI88 LIMITED · SHAREHOLDER · 10–25%
- ChangedSummers, Michael, NMN · title CHIEF COMPLIANCE OFFICER, HEAD OF BUSINESS OPERATIONS & TRADING → HEAD OF BUSINESS OPERATIONS & TRADING, CHIEF COMPLIANCE OFFICER
- No longer listedIHLENFELDT, ALEXANDER, NMN · DIRECTOR · Less than 5% · control person · listed since Nov 2019
- AddedLONGAN, DANIEL, JOHN DAVID · DIRECTOR · Less than 5% · control person
- ChangedSummers, Michael, NMN · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, HEAD OF BUSINESS OPERATIONS & TRADING
- AddedAllen, Thomas, James · SHAREHOLDER · 75% or more · indirect via TUNSTEAD INVESTMENTS LIMITED · control person
- AddedDesai, Rahul, Madhav · SHAREHOLDER · 75% or more · indirect via 1618 LTD · control person
- AddedPINNACLE INVESTMENT MANAGEMENT GROUP LIMITED · SHAREHOLDER · 75% or more · indirect via PINNACLE INVESTMENT MANAGEMENT LIMITED · control person
- AddedSWARUP, ASHISH, NMN · SHAREHOLDER · 75% or more · indirect via USHA EQUITY HOLDINGS LIMITED · control person
- Listed1618 LTD · SHAREHOLDER · 10–25%
- ListedAllen, Thomas, James · DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER · Less than 5% · control person
- ListedDesai, Rahul, Madhav · DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER · Less than 5% · control person
- ListedIHLENFELDT, ALEXANDER, NMN · DIRECTOR · Less than 5% · control person
- ListedMACOUN, IAN, NMN · DIRECTOR · Less than 5% · control person
- ListedPINNACLE INVESTMENT MANAGEMENT LIMITED · SHAREHOLDER · 25–50% · control person
- ListedSWARUP, ASHISH, NMN · DIRECTOR, MANAGING DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER · Less than 5% · control person
- ListedSummers, Michael, NMN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedTUNSTEAD INVESTMENTS LIMITED · SHAREHOLDER · 10–25%
- ListedUSHA EQUITY HOLDINGS LIMITED · SHAREHOLDER · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Aikya Investment Management Ltd Holdings (2026-06-30)
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 | Dr. Reddy's Laboratories Limited | RDY | 256135203 | $123.1M | 36.13% | 8,493,852 | SH |
| 2 | EPAM Systems Inc | EPAM | 29414B104 | $108.4M | 31.82% | 1,365,913 | SH |
| 3 | HDFC Bank Limited | HDB | 40415F101 | $105.4M | 30.95% | 4,081,592 | SH |
| 4 | Infosys Ltd | INFY | 456788108 | $3.7M | 1.09% | 352,907 | SH |
| 5 | MakeMyTrip LTD | MMYT | V5633W109 | $28.0K | 0.01% | 525 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $340.6M | 5 | 0002005403-26-000004 |
| 2026-03-31 | 2026-05-05 | $344.7M | 4 | 0002005403-26-000003 |
| 2025-12-31 | 2026-02-02 | $441.0M | 4 | 0002005403-26-000002 |
5 CHEAPSIDE
LONDON, X0 EC2V 6AA