Filed: 5/5/2026ACC: 0002005403-26-000003
📋 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 $344.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$344.74M
Total AUM (reported)
13.63M
Total Shares
Allocation by class
ADR$221.45M64.2%
COMMON STOCK$123.30M35.8%
Portfolio Concentration
Top 3$336.69M97.7%
4–10$8.06M2.3%
Top 3 weight
97.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.31M
Sole
Full voting authority
12.31M
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:
EPAM Systems Inc
SOLEShares910.62K
TypeSH
Market value$123.30M
35.76%
Sole
704.82K
Shared
0.00
None
0.00
Dr. Reddy's Laboratories Limited
SOLEShares8M
TypeSH
Market value$110.80M
32.14%
Sole
6.72M
Shared
0.00
None
0.00
HDFC Bank Limited
SOLEShares4.12M
TypeSH
Market value$102.59M
29.76%
Sole
4.33M
Shared
0.00
None
0.00
Infosys Ltd
SOLEShares596.35K
TypeSH
Market value$8.06M
2.34%
Sole
565.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EPAM Systems IncSOLE | Common Stock | 910.62K | SH | $123.30M 35.76% | 704.82K | 0.00 | 0.00 |
Dr. Reddy's Laboratories LimitedSOLE | ADR | 8M | SH | $110.80M 32.14% | 6.72M | 0.00 | 0.00 |
HDFC Bank LimitedSOLE | ADR | 4.12M | SH | $102.59M 29.76% | 4.33M | 0.00 | 0.00 |
Infosys LtdSOLE | ADR | 596.35K | SH | $8.06M 2.34% | 565.10K | 0.00 | 0.00 |