Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2025-08-05

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

$333.5m reported value +23.6% vs Q1 2025
4positions
100.0%in top 10
0 new 3 added 1 reduced 0 sold out vs Q1 2025

Holdings, Q2 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 2,047,056 $156.9m47.06% 47.06% AddedShares held: Q3 2024 2.3m, Q4 2024 2.0m, Q1 2025 2.0m, Q2 2025 2.0m +25.6k +25,597 1.3%
2 DR REDDYS LABS LTD ADR RDY RDY 6,354,979 $95.5m28.64% 28.64% AddedShares held: Q3 2024 5.4m, Q4 2024 5.6m, Q1 2025 6.2m, Q2 2025 6.4m +154.6k +154,604 2.5%
3 EPAM SYS INC COM EPAM EPAM 357,730 $63.3m18.97% 18.97% AddedShares held: Q3 2024 0, Q4 2024 0, Q1 2025 213.4k, Q2 2025 357.7k +144.3k +144,318 67.6%
4 INFOSYS LTD SPONSORED ADR INFY INFY 959,614 $17.8m5.33% 5.33% ReducedShares held: Q3 2024 855.9k, Q4 2024 994.2k, Q1 2025 966.7k, Q2 2025 959.6k -7.1k -7,097 -0.7%