Aikya Investment Management Ltd

CIK 0002005403 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

Aikya Investment Management Ltd reported 5 positions worth $340.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: RDY (36.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$340.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	RDY	Dr. Reddy's Laboratories Limited	SH	$123.1M	36.13%	8,493,852	—	—
▸ 2	EPAM	EPAM Systems Inc	SH	$108.4M	31.82%	1,365,913	—	—
▸ 3	HDB	HDFC Bank Limited	SH	$105.4M	30.95%	4,081,592	—	—
▸ 4	INFY	Infosys Ltd	SH	$3.7M	1.09%	352,907	—	—
▸ 5	MMYT	MakeMyTrip LTD	SH	$28.0K	0.01%	525	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aikya Investment Management Ltd hold as of Q2 2026?

Aikya Investment Management Ltd reported 5 positions worth $340.6M in its Q2 2026 13F filing. Largest positions: RDY (36.1%), EPAM (31.8%), HDB (31.0%), INFY (1.1%) and MMYT (0.0%).

What did Aikya Investment Management Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aikya Investment Management Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.