Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2024-05-08

SEC-registered investment adviser since 2021 · other (specify)

$273.1m reported value +21.8% vs Q4 2023
3positions
100.0%in top 10
0 new 3 added 0 reduced 0 sold out vs Q4 2023

Holdings, Q1 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 HDFC BANK LTD SPONSORED ADS HDB HDB 1,921,805 $107.6m39.38% 39.38% AddedShares held: Q2 2023 —, Q3 2023 —, Q4 2023 1.1m, Q1 2024 1.9m +774.1k +774,115 67.5%
2 DR REDDYS LABS LTD ADR RDY RDY 1,239,935 $90.9m33.30% 33.30% AddedShares held: Q2 2023 —, Q3 2023 —, Q4 2023 1.1m, Q1 2024 1.2m +143.4k +143,362 13.1%
3 INFOSYS LTD SPONSORED ADR INFY INFY 4,160,589 $74.6m27.31% 27.31% AddedShares held: Q2 2023 —, Q3 2023 —, Q4 2023 3.9m, Q1 2024 4.2m +303.4k +303,411 7.9%