Aikya Investment Management Ltd
Net buyer this quarter
$341M
5
+$39.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RDY | $123M | 36.13% | 1.02% | +6.2% | Q1 2024 |
 EPAM | $108M | 31.82% | 2.65% | +50.0% | Q1 2025 |
 HDB | $105M | 30.95% | 0.03% | -1.0% | Q1 2024 |
 INFY | $3.7M | 1.09% | 0.01% | -40.8% | Q1 2024 |
 MMYT | $28K | 0.01% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| EPAM | $123M | 35.76% | 1.73% | +19.2% | Q1 2025 |
| RDY | $111M | 32.14% | 0.96% | +9.0% | Q1 2024 |
| HDB | $103M | 29.76% | 0.03% | -12.8% | Q1 2024 |
| INFY | $8.06M | 2.34% | 0.01% | +23.4% | Q1 2024 |
| Q4 2025 | |||||
| HDB | $173M | 39.19% | 0.03% | +9.3% | Q1 2024 |
| EPAM | $156M | 35.49% | 1.41% | +8.4% | Q1 2025 |
| RDY | $103M | 23.37% | 0.88% | +9.3% | Q1 2024 |
| INFY | $8.61M | 1.95% | 0.01% | -14.5% | Q1 2024 |
| Q3 2025 | |||||
| HDB | $148M | 41.39% | 0.03% | +5.7% | Q1 2024 |
| EPAM | $106M | 29.75% | 1.28% | +97.0% | Q1 2025 |
| RDY | $93.9M | 26.28% | 0.80% | +5.7% | Q1 2024 |
| INFY | $9.19M | 2.57% | 0.01% | -41.1% | Q1 2024 |