Aikya Investment Management Ltd reported 5 positions worth $340.62M for the quarter ended Jun 30, 2026, down 1.2% on the prior quarter. It opened 1 new position, added to 2, trimmed 2 and exited 0. Its largest holding is Dr Reddys Laboratories Ltd at 36.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MMYT MakeMyTrip Ltd | +525 | $27.98K | <0.01% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RDY Dr Reddys Laboratories Ltd | Healthcare | 8.49M | $123.08M | 36.13% | +494.1K | +6.2% | Added | 1.02% |
| 2 | EPAM EPAM Systems, Inc. | Technology | 1.37M | $108.39M | 31.82% | +455.3K | +50.0% | Added | 2.62% |
| 3 | HDB Hdfc Bank Ltd | Financial Services | 4.08M | $105.43M | 30.95% | -41.9K | -1.0% | Reduced | 0.08% |
| 4 | INFY Infosys Ltd | Technology | 352.9K | $3.70M | 1.09% | -243.4K | -40.8% | Reduced | 0.01% |
| 5 | MMYT MakeMyTrip Ltd | Technology | 525 | $27.98K | <0.01% | +525 | – | New | 0% |
Tip. Select a row to see that position’s full history at Aikya Investment Management.
As of its Q2 2026 13F filing, Aikya Investment Management Ltd’s five largest positions were Dr Reddys Laboratories Ltd (RDY) at 36.1%, EPAM Systems, Inc. (EPAM) at 31.8%, Hdfc Bank Ltd (HDB) at 31.0%, Infosys Ltd (INFY) at 1.1%, MakeMyTrip Ltd (MMYT) at 0.0% of the reported portfolio.
Aikya Investment Management Ltd reported a 13F portfolio worth $340.62M across 5 positions for Q2 2026. That is down 1.2% from the previous quarter.
Its largest purchases by value were EPAM Systems, Inc. ($36.13M), Dr Reddys Laboratories Ltd ($7.16M), MakeMyTrip Ltd ($27.98K). It opened 1 new positions.
Its largest sales by value were Infosys Ltd ($2.55M), Hdfc Bank Ltd ($1.08M). It exited 0 positions entirely.
From the Form 13F-HR reports Aikya Investment Management Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.