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Q2 2026 13F · SEC CIK 2005403

Aikya Investment Management Ltd

Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$340.6M
Reported positions
5
Holdings vs S&P 500, 3 yrs
—
Assets under management
$5.5B

Aikya Investment Management Ltd is a hedge fund that reported 5 positions worth $340.6M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Dr Reddys Labs Ltd (RDY, 36.1%), Epam Sys Inc (EPAM, 31.8%), Hdfc Bk Ltd ADR (HDB, 31.0%).

Aikya Investment Management Ltd holdings all 5 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aikya Investment Management Ltd 13F holdings
Stock% of 13F valueShare changeReported value
RDYDr Reddys Labs Ltd36.1%—$123.1M
EPAMEpam Sys Inc31.8%—$108.4M
HDBHdfc Bk Ltd ADR31.0%—$105.4M
INFYInfosys Ltd1.1%—$3.7M
MMYTMakemytrip Limited Mauritius0.0%—$28K

How the holdings did against the S&P 500.

1 year
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3 years
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5 years
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A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$340.6M5

Questions about Aikya Investment Management Ltd's portfolio

What stocks does Aikya Investment Management Ltd own?

Aikya Investment Management Ltd's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 5 positions worth $340.6M. The largest are Dr Reddys Labs Ltd (RDY) at 36.1%, Epam Sys Inc (EPAM) at 31.8%, Hdfc Bk Ltd ADR (HDB) at 31.0%, Infosys Ltd (INFY) at 1.1% and Makemytrip Limited Mauritius (MMYT) at 0.0%.

When is Aikya Investment Management Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aikya Investment Management Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aikya Investment Management Ltd manage?

Aikya Investment Management Ltd reported $5.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $340.6M.