Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2025-05-14

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

$269.8m reported value +12.3% vs Q4 2024
4positions
100.0%in top 10
1 new 1 added 2 reduced 0 sold out vs Q4 2024

Holdings, Q1 2025

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 2,021,459 $134.3m49.79% 49.79% ReducedShares held: Q2 2024 2.3m, Q3 2024 2.3m, Q4 2024 2.0m, Q1 2025 2.0m -11.4k -11,374 -0.6%
2 DR REDDYS LABS LTD ADR RDY RDY 6,200,375 $81.8m30.32% 30.32% AddedShares held: Q2 2024 6.9m, Q3 2024 5.4m, Q4 2024 5.6m, Q1 2025 6.2m +589.9k +589,872 10.5%
3 EPAM SYS INC COM EPAM EPAM 213,412 $36.0m13.36% 13.36% NewShares held: Q2 2024 0, Q3 2024 0, Q4 2024 0, Q1 2025 213.4k
4 INFOSYS LTD SPONSORED ADR INFY INFY 966,711 $17.6m6.54% 6.54% ReducedShares held: Q2 2024 5.0m, Q3 2024 855.9k, Q4 2024 994.2k, Q1 2025 966.7k -27.5k -27,487 -2.8%