Filed: 8/5/2025ACC: 0002005403-25-000003
📋 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 $333.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$333.50M
Total AUM (reported)
9.72M
Total Shares
Allocation by class
ADR$270.24M81.0%
COMMON STOCK$63.25M19.0%
Portfolio Concentration
Top 3$315.72M94.7%
4–10$17.78M5.3%
Top 3 weight
94.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.72M
Sole
Full voting authority
9.72M
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
SOLEShares2.05M
TypeSH
Market value$156.95M
47.06%
Sole
2.05M
Shared
0.00
None
0.00
Dr. Reddy's Laboratories Limited
SOLEShares6.35M
TypeSH
Market value$95.52M
28.64%
Sole
6.35M
Shared
0.00
None
0.00
EPAM Systems Inc
SOLEShares357.73K
TypeSH
Market value$63.25M
18.97%
Sole
357.73K
Shared
0.00
None
0.00
Infosys Ltd
SOLEShares959.61K
TypeSH
Market value$17.78M
5.33%
Sole
959.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HDFC Bank LimitedSOLE | ADR | 2.05M | SH | $156.95M 47.06% | 2.05M | 0.00 | 0.00 |
Dr. Reddy's Laboratories LimitedSOLE | ADR | 6.35M | SH | $95.52M 28.64% | 6.35M | 0.00 | 0.00 |
EPAM Systems IncSOLE | Common Stock | 357.73K | SH | $63.25M 18.97% | 357.73K | 0.00 | 0.00 |
Infosys LtdSOLE | ADR | 959.61K | SH | $17.78M 5.33% | 959.61K | 0.00 | 0.00 |