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Disclosery

Aikya Investment Management Ltd

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13F filer, CIK 2005403, LONDON, United Kingdom

Aikya Investment Management Ltd reported $269,763,638 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005403-25-000002

Period
2025-03-31
Reported value
$270M
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPAMnew+213,412$36M
RDYadded+589,872$7.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HDBreduced-11,374-$756K
INFYreduced-27,487-$502K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0002005403-25-000002, largest first. % of portfolio is the value over $269,763,638, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295,728 shares; 2024Q4: 2,032,833 shares; 2025Q1: 2,021,459 shares 2,021,459$134M49.79%-11,374Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,200 shares; 2024Q4: 5,610,503 shares; 2025Q1: 6,200,375 shares 6,200,375$81.8M30.32%+589,872Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,412 shares 213,412$36M13.36%newTimeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,947 shares; 2024Q4: 994,198 shares; 2025Q1: 966,711 shares 966,711$17.6M6.54%-27,487Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002005403-25-000002 base2025-05-14acceptance time not in the bulk data set