Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2026-02-02

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

$441.0m reported value +23.4% vs Q3 2025
4positions
100.0%in top 10
0 new 3 added 1 reduced 0 sold out vs Q3 2025

Holdings, Q4 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 4,729,768 $172.8m39.19% 39.19% AddedShares held: Q1 2025 4.0m, Q2 2025 4.1m, Q3 2025 4.3m, Q4 2025 4.7m +401.0k +400,973 9.3%
2 EPAM SYS INC COM EPAM EPAM 763,798 $156.5m35.49% 35.49% AddedShares held: Q1 2025 213.4k, Q2 2025 357.7k, Q3 2025 704.8k, Q4 2025 763.8k +59.0k +58,977 8.4%
3 DR REDDYS LABS LTD ADR RDY RDY 7,338,525 $103.0m23.37% 23.37% AddedShares held: Q1 2025 6.2m, Q2 2025 6.4m, Q3 2025 6.7m, Q4 2025 7.3m +623.5k +623,518 9.3%
4 INFOSYS LTD SPONSORED ADR INFY INFY 483,104 $8.6m1.95% 1.95% ReducedShares held: Q1 2025 966.7k, Q2 2025 959.6k, Q3 2025 565.1k, Q4 2025 483.1k -82.0k -81,998 -14.5%