StockDriftsStockDriftsTop 5 Aikya Investment Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDY | Dr. Reddy's Laboratories Limited | 36.13% | 8.49M | $123.1M | +6.18%(+494.06K) | $14.00(-11.01%) | 2026-06-30 | |
| EPAM | EPAM Systems Inc | 31.82% | 1.37M | $108.4M | +50.00%(+455.30K) | $153.23(-35.40%) | 2026-06-30 | |
| HDB | HDFC Bank Limited | 30.95% | 4.08M | $105.4M | -1.02%(-41.94K) | $31.71(-25.37%) | 2026-06-30 | |
| INFY | Infosys Ltd | 1.09% | 352.9K | $3.7M | -40.82%(-243.44K) | $17.92(-29.62%) | 2026-06-30 | |
| MMYT | MakeMyTrip LTD | 0.01% | 525 | $28K | new | $44.83(+36.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -21.97% |
| Top 20 Holdings Unweighted | — | — | — | — | -27.82% |
Aikya Investment Management LTD reports $340.62M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are RDY (36.1%), EPAM (31.8%) and HDB (30.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -21.97% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aikya Investment Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005403). View Aikya Investment Management LTD’s 13F filings on SEC