Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2025-11-04

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

$357.2m reported value +7.1% vs Q2 2025
4positions
100.0%in top 10
0 new 3 added 1 reduced 0 sold out vs Q2 2025

Holdings, Q3 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 4,328,795 $147.9m41.39% 41.39% AddedShares held: Q4 2024 4.1m, Q1 2025 4.0m, Q2 2025 4.1m, Q3 2025 4.3m +234.7k +234,683 5.7%
2 EPAM SYS INC COM EPAM EPAM 704,821 $106.3m29.75% 29.75% AddedShares held: Q4 2024 0, Q1 2025 213.4k, Q2 2025 357.7k, Q3 2025 704.8k +347.1k +347,091 97.0%
3 DR REDDYS LABS LTD ADR RDY RDY 6,715,007 $93.9m26.28% 26.28% AddedShares held: Q4 2024 5.6m, Q1 2025 6.2m, Q2 2025 6.4m, Q3 2025 6.7m +360.0k +360,028 5.7%
4 INFOSYS LTD SPONSORED ADR INFY INFY 565,102 $9.2m2.57% 2.57% ReducedShares held: Q4 2024 994.2k, Q1 2025 966.7k, Q2 2025 959.6k, Q3 2025 565.1k -394.5k -394,512 -41.1%