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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 $357,221,604 across 4 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005403-25-000008

Period
2025-09-30
Reported value
$357M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HDBadded+2,281,739$77.9M
EPAMadded+347,091$52.3M
RDYadded+360,028$5.03M

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-394,512-$6.42M

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, Q3 2025

Share positions as resolved from 13F-HR 0002005403-25-000008, largest first. % of portfolio is the value over $357,221,604, 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; 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; 2025Q3: 4,328,795 shares 4,328,795$148M41.39%+2,281,739Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,412 shares; 2025Q2: 357,730 shares; 2025Q3: 704,821 shares 704,821$106M29.75%+347,091Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,715,007 shares 6,715,007$93.9M26.28%+360,028Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,947 shares; 2024Q4: 994,198 shares; 2025Q1: 966,711 shares; 2025Q2: 959,614 shares; 2025Q3: 565,102 shares 565,102$9.19M2.57%-394,512Timeline

How Q3 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 0002005403-25-000008 base2025-11-04acceptance time not in the bulk data set