Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2025-02-11

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

$240.2m reported value +33.5% vs Q3 2024
3positions
100.0%in top 10
0 new 2 added 1 reduced 0 sold out vs Q3 2024

Holdings, Q4 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 2,032,833 $129.8m54.05% 54.05% ReducedShares held: Q1 2024 1.9m, Q2 2024 2.3m, Q3 2024 2.3m, Q4 2024 2.0m -262.9k -262,895 -11.4%
2 DR REDDYS LABS LTD ADR RDY RDY 5,610,503 $88.6m36.88% 36.88% AddedShares held: Q1 2024 6.2m, Q2 2024 6.9m, Q3 2024 5.4m, Q4 2024 5.6m +174.5k +174,503 3.2%
3 INFOSYS LTD SPONSORED ADR INFY INFY 994,198 $21.8m9.07% 9.07% AddedShares held: Q1 2024 4.2m, Q2 2024 5.0m, Q3 2024 855.9k, Q4 2024 994.2k +138.3k +138,251 16.1%