# Aikya Investment Management Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2005403. Source: https://holderbook.com/funds/2005403-aikya-investment-management-ltd/

- Reported value: $340.6M
- Positions: 5
- Weight of the ten largest: 100.0%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DR REDDYS LABS LTD | [RDY](https://holderbook.com/stocks/RDY/) | $123.1M | 8,493,852 | 36.1% | 11 |
| EPAM SYS INC | [EPAM](https://holderbook.com/stocks/EPAM/) | $108.4M | 1,365,913 | 31.8% | 6 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $105.4M | 4,081,592 | 31.0% | 11 |
| INFOSYS LTD | [INFY](https://holderbook.com/stocks/INFY/) | $3.7M | 352,907 | 1.1% | 11 |
| MAKEMYTRIP LIMITED MAURITIUS | [MMYT](https://holderbook.com/stocks/MMYT/) | $28.0K | 525 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $340.6M | 5 |
| Q1 2026 | $344.7M | 4 |
| Q4 2025 | $441.0M | 4 |
| Q3 2025 | $357.2M | 4 |
| Q2 2025 | $333.5M | 4 |
| Q1 2025 | $269.8M | 4 |
| Q4 2024 | $240.2M | 3 |
| Q3 2024 | $180.0M | 3 |
| Q2 2024 | $346.4M | 3 |
| Q1 2024 | $273.1M | 3 |
| Q4 2023 | $224.3M | 3 |