Vault-13

Aikya Investment Management Ltd

LONDON, X0 · CIK 2005403 · 13F filing filed 2026-08-12

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

$340.6m reported value -1.2% vs Q1 2026
5positions
100.0%in top 10
1 new 2 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 DR REDDYS LABS LTD ADR RDY RDY 8,493,852 $123.1m36.13% 36.13% AddedShares held: Q3 2025 6.7m, Q4 2025 7.3m, Q1 2026 8.0m, Q2 2026 8.5m +494.1k +494,056 6.2%
2 EPAM SYS INC COM EPAM EPAM 1,365,913 $108.4m31.82% 31.82% AddedShares held: Q3 2025 704.8k, Q4 2025 763.8k, Q1 2026 910.6k, Q2 2026 1.4m +455.3k +455,298 50.0%
3 HDFC BANK LTD SPONSORED ADS HDB HDB 4,081,592 $105.4m30.95% 30.95% ReducedShares held: Q3 2025 4.3m, Q4 2025 4.7m, Q1 2026 4.1m, Q2 2026 4.1m -41.9k -41,935 -1.0%
4 INFOSYS LTD SPONSORED ADR INFY INFY 352,907 $3.7m1.09% 1.09% ReducedShares held: Q3 2025 565.1k, Q4 2025 483.1k, Q1 2026 596.3k, Q2 2026 352.9k -243.4k -243,439 -40.8%
5 MAKEMYTRIP LIMITED MAURITIUS SHS MMYT MMYT 525 $28.0k0.01% 0.01% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 525