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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 $333,498,584 across 4 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005403-25-000003

Period
2025-06-30
Reported value
$333M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPAMadded+144,318$25.5M
RDYadded+154,604$2.32M
HDBadded+25,597$1.96M

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
INFYreduced-7,097-$132K

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, Q2 2025

Share positions as resolved from 13F-HR 0002005403-25-000003, largest first. % of portfolio is the value over $333,498,584, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295,728 shares; 2024Q4: 2,032,833 shares; 2025Q1: 2,021,459 shares; 2025Q2: 2,047,056 shares 2,047,056$157M47.06%+25,597Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,200 shares; 2024Q4: 5,610,503 shares; 2025Q1: 6,200,375 shares; 2025Q2: 6,354,979 shares 6,354,979$95.5M28.64%+154,604Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,412 shares; 2025Q2: 357,730 shares 357,730$63.3M18.97%+144,318Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,947 shares; 2024Q4: 994,198 shares; 2025Q1: 966,711 shares; 2025Q2: 959,614 shares 959,614$17.8M5.33%-7,097Timeline

How Q2 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 0002005403-25-000003 base2025-08-05acceptance time not in the bulk data set