Filed: 2/2/2026ACC: 0002005403-26-000002
📋 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 $440.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$440.95M
Total AUM (reported)
13.32M
Total Shares
Allocation by class
ADR$284.47M64.5%
COMMON STOCK$156.49M35.5%
Portfolio Concentration
Top 3$432.35M98.0%
4–10$8.61M2.0%
Top 3 weight
98.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 13.32M
Sole
Full voting authority
13.32M
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
SOLEShares4.73M
TypeSH
Market value$172.83M
39.19%
Sole
4.73M
Shared
0.00
None
0.00
EPAM Systems Inc
SOLEShares763.80K
TypeSH
Market value$156.49M
35.49%
Sole
763.80K
Shared
0.00
None
0.00
Dr. Reddy's Laboratories Limited
SOLEShares7.34M
TypeSH
Market value$103.03M
23.37%
Sole
7.34M
Shared
0.00
None
0.00
Infosys Ltd
SOLEShares483.10K
TypeSH
Market value$8.61M
1.95%
Sole
483.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HDFC Bank LimitedSOLE | ADR | 4.73M | SH | $172.83M 39.19% | 4.73M | 0.00 | 0.00 |
EPAM Systems IncSOLE | Common Stock | 763.80K | SH | $156.49M 35.49% | 763.80K | 0.00 | 0.00 |
Dr. Reddy's Laboratories LimitedSOLE | ADR | 7.34M | SH | $103.03M 23.37% | 7.34M | 0.00 | 0.00 |
Infosys LtdSOLE | ADR | 483.10K | SH | $8.61M 1.95% | 483.10K | 0.00 | 0.00 |