Funds · 13F filer · London, X0

Aikya Investment Management Ltd

$340.6M in 5 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return−33.6%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2023: $78 against $157 in the S&P 500.2

Aikya Investment Management LtdS&P 500 (SPY)
$78$100$15720232026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
RDYDr. Reddy's Laboratories Limited$123.1M36.1%+6.2%
EPAMEPAM Systems Inc$108.4M31.8%+50.0%
HDBHDFC Bank Limited$105.4M31.0%−1.0%
INFYInfosys Ltd$3.7M1.1%−40.8%
MakeMyTrip LTDCUSIP V5633W109$28K0.0%New

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
RDYDr. Reddy's Laboratories LimitedDecember 31, 2023+4.1%$123.1M
HDBHDFC Bank LimitedDecember 31, 2023−23.0%$105.4M
INFYInfosys LtdDecember 31, 2023−42.9%$3.7M
EPAMEPAM Systems IncMarch 31, 2025−53.0%$108.4M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−12.7%+14.8%
March 31, 2026−25.3%−4.6%
December 31, 2025+13.9%+2.4%
September 30, 2025−10.6%+7.8%
June 30, 2025+12.6%+10.5%
March 31, 2025−5.4%−4.6%
December 31, 2024+0.9%+2.1%
September 30, 2024+5.4%+5.4%
June 30, 2024+8.2%+4.0%
March 31, 2024−4.6%+10.0%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2005403
  2. 2
    Filed August 12, 2026 · accession 0002005403-26-000004