Aikya Investment Management Ltd

CIK: 0002005403SEC EDGAR →

Portfolio Value

$441.0M

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
HDB

HDFC Bank Limited

4,729,768$172.8M
39.19%
2
EPAM

EPAM Systems Inc

763,798$156.5M
35.49%
3
RDY

Dr. Reddy's Laboratories Limited

7,338,525$103.0M
23.37%
4
INFY

Infosys Ltd

483,104$8.6M
1.95%

Quarterly Changes

Top Buys

HDBNEW
$172.8M
EPAMNEW
$156.5M
RDYNEW
$103.0M
INFYNEW
$8.6M

Top Sells

No sells this quarter

New Positions (4)

HDB
$172.8M · 4.7M shares
EPAM
$156.5M · 764K shares
RDY
$103.0M · 7.3M shares
INFY
$8.6M · 483K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services1$172.8M39.2%
Technology2$165.1M37.4%
Healthcare1$103.0M23.4%