Aikya Investment Management Ltd — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Aikya Investment Management Ltdholdings as filed

Filed 2026-02-02 · accession 0002005403-26-000002

$441.0M

Reported value

Positions

2025-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
40415F101	HDB	HDFC Bank Limited	$172.8M	39.2%	4,729,768	Common	SOLE
29414B104	EPAM	EPAM Systems Inc	$156.5M	35.5%	763,798	Common	SOLE
256135203	RDY	Dr. Reddy's Laboratories Limited	$103.0M	23.4%	7,338,525	Common	SOLE
456788108	INFY	Infosys Ltd	$8.6M	1.95%	483,104	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.