Filed: 5/14/2025ACC: 0002005403-25-000002
📋 What this filing means
AIKYA INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $269.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$269.76M
Total AUM (reported)
9.40M
Total Shares
Allocation by class
ADR$233.73M86.6%
COMMON STOCK$36.03M13.4%
Portfolio Concentration
Top 3$252.12M93.5%
4–10$17.64M6.5%
Top 3 weight
93.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.40M
Sole
Full voting authority
9.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
HDFC Bank Limited
SOLEShares2.02M
TypeSH
Market value$134.31M
49.79%
Sole
2.02M
Shared
0.00
None
0.00
Dr. Reddy's Laboratories Limited
SOLEShares6.20M
TypeSH
Market value$81.78M
30.32%
Sole
6.20M
Shared
0.00
None
0.00
EPAM Systems Inc
SOLEShares213.41K
TypeSH
Market value$36.03M
13.36%
Sole
213.41K
Shared
0.00
None
0.00
Infosys Ltd
SOLEShares966.71K
TypeSH
Market value$17.64M
6.54%
Sole
966.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HDFC Bank LimitedSOLE | ADR | 2.02M | SH | $134.31M 49.79% | 2.02M | 0.00 | 0.00 |
Dr. Reddy's Laboratories LimitedSOLE | ADR | 6.20M | SH | $81.78M 30.32% | 6.20M | 0.00 | 0.00 |
EPAM Systems IncSOLE | Common Stock | 213.41K | SH | $36.03M 13.36% | 213.41K | 0.00 | 0.00 |
Infosys LtdSOLE | ADR | 966.71K | SH | $17.64M 6.54% | 966.71K | 0.00 | 0.00 |