Aikya Investment Management Ltd's SEC 13F Portfolio ($344.7M)

Concentrated strategySector-focusedMomentum follower

Total reported value

$344.7M

Reporting period: 2026-03-31 · Number of holdings: 4

Aikya Investment Management Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $344.7M and a quarterly turnover rate of 28.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 100
Portfolio Stability: 28.44
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 8
Sizing Uniformity: 93.88

Recent moves

Trim HDB
-12.8%　-$70.2M
Add RDY
+9.0%　$7.8M
Add INFY
+23.4%　-$552.3K
Add EPAM
+19.2%　-$33.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	EPAM	Epam Systems INC	Stock-Tech	35.76%	+0.27%	+19.22%
2	RDY	Dr. Reddy's Laboratories-adr	Stock-Other	32.14%	+8.77%	+9.01%
3	HDB	Hdfc Bank Ltd-adr	Stock-Financials	29.76%	-9.43%	-12.82%
4	INFY	Infosys Ltd-sp Adr	Stock-Tech	2.34%	+0.39%	+23.44%

Portfolio Performance

Performance for Q3 2026

-8.5%

Performance Last 4 Quarters

-31.7%

Stdev: +18.8%
Beta: +0.2
Alpha: -11.3%
Max Drawdown: -35%
Annualized Perf: -9%
Batting Avg vs S&P: +31%
Sortino: -0.55
Stutzer: -0.12
Treynor: -0.38
Sterling: -0.28
Calmar: -0.26
Information Ratio: -1.22
Tracking Error: +21%
Stdev Down: +14.2%
Winning Months %: +41.4%
Losing Months %: +58.6%
Best 12 Months: +30.2%
Worst 12 Months: -33.9%
Efficiency Ratio: +0.16
Sharpe: -0.41
Stdev Sectors: +6.2%
Skewness: +0.04
Kurtosis: -0.37
Upside Potential: +1.62

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	4	$344.7M	28	1EPAM 2RDY 3HDB Top holdings2026-03-31 1.EPAM 2.RDY 3.HDB 4.INFY
2025-12-31	4	$441.0M	21	1HDB 2EPAM 3RDY Top holdings2025-12-31 1.HDB 2.EPAM 3.RDY 4.INFY
2025-09-30	4	$357.2M	30	1HDB 2EPAM 3RDY Top holdings2025-09-30 1.HDB 2.EPAM 3.RDY 4.INFY
2025-06-30	4	$333.5M	0	1HDB 2RDY 3EPAM Top holdings2025-06-30 1.HDB 2.RDY 3.EPAM 4.INFY
2025-03-31	4	$269.8M	0	1HDB 2RDY 3EPAM Top holdings2025-03-31 1.HDB 2.RDY 3.EPAM 4.INFY
2024-12-31	3	$240.2M	0	1HDB 2RDY 3INFY Top holdings2024-12-31 1.HDB 2.RDY 3.INFY
2024-09-30	3	$180.0M	0	1HDB 2INFY 3RDY Top holdings2024-09-30 1.HDB 2.INFY 3.RDY
2024-06-30	3	$346.4M	0	1HDB 2RDY 3INFY Top holdings2024-06-30 1.HDB 2.RDY 3.INFY
2024-03-31	3	$273.1M	0	1HDB 2RDY 3INFY Top holdings2024-03-31 1.HDB 2.RDY 3.INFY
2023-12-31	3	$224.3M	0	1HDB 2RDY 3INFY Top holdings2023-12-31 1.HDB 2.RDY 3.INFY

Holding changes this quarter

Aikya Investment Management Ltd's most significant position changes for 2026-03-31: Trim: Hdfc Bank Ltd-adr (HDB) — shares -12.82%; Add: Dr. Reddy's Laboratories-adr (RDY) — shares +9.01%; Add: Infosys Ltd-sp Adr (INFY) — shares +23.44%; Add: Epam Systems INC (EPAM) — shares +19.22%.

Position changes disclosed by Aikya Investment Management Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDY	Dr. Reddy's Laboratories-adr	+8.8%	+9.01%	Add
2	INFY	Infosys Ltd-sp Adr	+0.4%	+23.44%	Add
3	EPAM	Epam Systems INC	+0.3%	+19.22%	Add
4	HDB	Hdfc Bank Ltd-adr	-9.4%	-12.82%	Trim

FAQ

What is Aikya Investment Management Ltd and what type of investor is it?

Aikya Investment Management Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $344.7M, spread across 4 disclosed positions.

What are Aikya Investment Management Ltd's largest equity positions?

Based on the latest 13F filing, Aikya Investment Management Ltd's top holdings by market value are: 1. Epam Systems INC (EPAM) — $123.3M (35.8%) 2. Dr. Reddy's Laboratories-adr (RDY) — $110.8M (32.1%) 3. Hdfc Bank Ltd-adr (HDB) — $102.6M (29.8%) 4. Infosys Ltd-sp Adr (INFY) — $8.1M (2.3%)

What changes did Aikya Investment Management Ltd make in its most recent portfolio filing?

In the latest reported quarter, Aikya Investment Management Ltd made 4 notable position adjustments: 0 new positions were initiated, 3 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Hdfc Bank Ltd-adr (HDB) — shares -12.82%; Add: Dr. Reddy's Laboratories-adr (RDY) — shares +9.01%; Add: Infosys Ltd-sp Adr (INFY) — shares +23.44%; Add: Epam Systems INC (EPAM) — shares +19.22%

What sectors does Aikya Investment Management Ltd focus on?

Aikya Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 56.1% • Financials: 43.9%

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Hansberger Global Investors Inc/fl

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$354.4M

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Pear Tree Advisors INC

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View detail

Aikya Investment Management Ltd's SEC 13F Portfolio ($344.7M)

Concentrated strategySector-focusedMomentum follower

Total reported value

$344.7M

Reporting period: 2026-03-31 · Number of holdings: 4

Aikya Investment Management Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $344.7M and a quarterly turnover rate of 28.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 100
Portfolio Stability: 28.44
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 8
Sizing Uniformity: 93.88

Recent moves

Trim HDB
-12.8%　-$70.2M
Add RDY
+9.0%　$7.8M
Add INFY
+23.4%　-$552.3K
Add EPAM
+19.2%　-$33.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	EPAM	Epam Systems INC	Stock-Tech	35.76%	+0.27%	+19.22%
2	RDY	Dr. Reddy's Laboratories-adr	Stock-Other	32.14%	+8.77%	+9.01%
3	HDB	Hdfc Bank Ltd-adr	Stock-Financials	29.76%	-9.43%	-12.82%
4	INFY	Infosys Ltd-sp Adr	Stock-Tech	2.34%	+0.39%	+23.44%

Portfolio Performance

Performance for Q3 2026

-8.5%

Performance Last 4 Quarters

-31.7%

Stdev: +18.8%
Beta: +0.2
Alpha: -11.3%
Max Drawdown: -35%
Annualized Perf: -9%
Batting Avg vs S&P: +31%
Sortino: -0.55
Stutzer: -0.12
Treynor: -0.38
Sterling: -0.28
Calmar: -0.26
Information Ratio: -1.22
Tracking Error: +21%
Stdev Down: +14.2%
Winning Months %: +41.4%
Losing Months %: +58.6%
Best 12 Months: +30.2%
Worst 12 Months: -33.9%
Efficiency Ratio: +0.16
Sharpe: -0.41
Stdev Sectors: +6.2%
Skewness: +0.04
Kurtosis: -0.37
Upside Potential: +1.62

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	4	$344.7M	28	1EPAM 2RDY 3HDB Top holdings2026-03-31 1.EPAM 2.RDY 3.HDB 4.INFY
2025-12-31	4	$441.0M	21	1HDB 2EPAM 3RDY Top holdings2025-12-31 1.HDB 2.EPAM 3.RDY 4.INFY
2025-09-30	4	$357.2M	30	1HDB 2EPAM 3RDY Top holdings2025-09-30 1.HDB 2.EPAM 3.RDY 4.INFY
2025-06-30	4	$333.5M	0	1HDB 2RDY 3EPAM Top holdings2025-06-30 1.HDB 2.RDY 3.EPAM 4.INFY
2025-03-31	4	$269.8M	0	1HDB 2RDY 3EPAM Top holdings2025-03-31 1.HDB 2.RDY 3.EPAM 4.INFY
2024-12-31	3	$240.2M	0	1HDB 2RDY 3INFY Top holdings2024-12-31 1.HDB 2.RDY 3.INFY
2024-09-30	3	$180.0M	0	1HDB 2INFY 3RDY Top holdings2024-09-30 1.HDB 2.INFY 3.RDY
2024-06-30	3	$346.4M	0	1HDB 2RDY 3INFY Top holdings2024-06-30 1.HDB 2.RDY 3.INFY
2024-03-31	3	$273.1M	0	1HDB 2RDY 3INFY Top holdings2024-03-31 1.HDB 2.RDY 3.INFY
2023-12-31	3	$224.3M	0	1HDB 2RDY 3INFY Top holdings2023-12-31 1.HDB 2.RDY 3.INFY

Holding changes this quarter

Position changes disclosed by Aikya Investment Management Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDY	Dr. Reddy's Laboratories-adr	+8.8%	+9.01%	Add
2	INFY	Infosys Ltd-sp Adr	+0.4%	+23.44%	Add
3	EPAM	Epam Systems INC	+0.3%	+19.22%	Add
4	HDB	Hdfc Bank Ltd-adr	-9.4%	-12.82%	Trim

FAQ

What is Aikya Investment Management Ltd and what type of investor is it?

What are Aikya Investment Management Ltd's largest equity positions?

What changes did Aikya Investment Management Ltd make in its most recent portfolio filing?

What sectors does Aikya Investment Management Ltd focus on?

Aikya Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 56.1% • Financials: 43.9%