Vault-13

Aikya Investment Management Ltd

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

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

$346.4m reported value +26.8% vs Q1 2024
3positions
100.0%in top 10
0 new 3 added 0 reduced 0 sold out vs Q1 2024

Holdings, Q2 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 2,299,249 $147.9m42.70% 42.70% AddedShares held: Q3 2023 —, Q4 2023 1.1m, Q1 2024 1.9m, Q2 2024 2.3m +377.4k +377,444 19.6%
2 DR REDDYS LABS LTD ADR RDY RDY 1,388,993 $105.8m30.55% 30.55% AddedShares held: Q3 2023 —, Q4 2023 1.1m, Q1 2024 1.2m, Q2 2024 1.4m +149.1k +149,058 12.0%
3 INFOSYS LTD SPONSORED ADR INFY INFY 4,978,362 $92.7m26.76% 26.76% AddedShares held: Q3 2023 —, Q4 2023 3.9m, Q1 2024 4.2m, Q2 2024 5.0m +817.8k +817,773 19.7%