Aikya Investment Management Ltd
Aikya Investment Management Ltd reported 5 US-listed holdings worth $337.4 million in its 13F for the quarter ended 30 September 2026, filed 9 November 2026. Its largest: Epam Systems, Inc. (38.0%), Dr. Reddy’s Laboratories Limited (33.9%) and HDFC Bank Limited (26.9%). Against the quarter before, it opened 0 positions, added to 1, trimmed 3 and sold out of 0.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -27.3% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Added to 1
- Dr. Reddy’s Laboratories Limited RDY+574,684 shares · +7%
Trimmed 3
- Epam Systems, Inc. EPAM-181,620 shares · -13%
- HDFC Bank Limited HDB-14,706 shares · -0%
- Makemytrip Limited Mauritius MMYT-104 shares · -20%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Epam Systems, Inc. EPAM | 1.2M | $128.3 million | 38.03% | -181.6K |
| Dr. Reddy’s Laboratories Limited RDY | 9.1M | $114.4 million | 33.92% | +574.7K |
| HDFC Bank Limited HDB | 4.1M | $90.9 million | 26.92% | -14.7K |
| Infosys Limited INFY | 352.9K | $3.8 million | 1.13% | no change |
| Makemytrip Limited Mauritius MMYT | 421 | $19,871 | 0.01% | -104 |