Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2024-11-15

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

$180.0m reported value -48.1% vs Q2 2024
3positions
100.0%in top 10
0 new 0 added 3 reduced 0 sold out vs Q2 2024

Holdings, Q3 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 2,295,728 $143.6m79.81% 79.81% ReducedShares held: Q4 2023 1.1m, Q1 2024 1.9m, Q2 2024 2.3m, Q3 2024 2.3m -3.5k -3,521 -0.1%
2 INFOSYS LTD SPONSORED ADR INFY INFY 855,947 $19.1m10.59% 10.59% ReducedShares held: Q4 2023 3.9m, Q1 2024 4.2m, Q2 2024 5.0m, Q3 2024 855.9k -4.1m -4,122,415 -82.8%
3 DR REDDYS LABS LTD ADR RDY RDY 1,087,200 $17.3m9.60% 9.60% ReducedShares held: Q4 2023 1.1m, Q1 2024 1.2m, Q2 2024 1.4m, Q3 2024 1.1m -301.8k -301,793 -21.7%