Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2026-05-05

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

$344.7m reported value -21.8% vs Q4 2025
4positions
100.0%in top 10
0 new 3 added 1 reduced 0 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 EPAM SYS INC COM EPAM EPAM 910,615 $123.3m35.76% 35.76% AddedShares held: Q2 2025 357.7k, Q3 2025 704.8k, Q4 2025 763.8k, Q1 2026 910.6k +146.8k +146,817 19.2%
2 DR REDDYS LABS LTD ADR RDY RDY 7,999,796 $110.8m32.14% 32.14% AddedShares held: Q2 2025 6.4m, Q3 2025 6.7m, Q4 2025 7.3m, Q1 2026 8.0m +661.3k +661,271 9.0%
3 HDFC BANK LTD SPONSORED ADS HDB HDB 4,123,527 $102.6m29.76% 29.76% ReducedShares held: Q2 2025 4.1m, Q3 2025 4.3m, Q4 2025 4.7m, Q1 2026 4.1m -606.2k -606,241 -12.8%
4 INFOSYS LTD SPONSORED ADR INFY INFY 596,346 $8.1m2.34% 2.34% AddedShares held: Q2 2025 959.6k, Q3 2025 565.1k, Q4 2025 483.1k, Q1 2026 596.3k +113.2k +113,242 23.4%