2026 Q1 Portfolio Activity
In 2026 Q1, Aikya Investment Management Ltd maintained a portfolio of 4 distinct positions. They heavily accumulated shares in Dr. Reddy's Laboratories Limit, increasing the position by 9.0%.
Position History
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Total Positions
4
Quarter
2026 Q1
Top Holding
EPAM (35.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Aikya Investment Management Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EPAM
EPAM Systems In...
|
Technology | 35.76% | 35.49% |
#1
1
Prev: #2
|
8.0 |
—
|
146,817 | 19.2% |
P
S
|
910,615 | $123,297,271 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RDY
Dr. Reddy's Lab...
|
Healthcare | 32.14% | 23.37% |
#2
1
Prev: #3
|
7.5 |
—
|
661,271 | 9.0% |
P
S
|
7,999,796 | $110,797,175 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HDB
HDFC Bank Limit...
|
Financial Services | 29.76% | 39.19% |
#3
2
Prev: #1
|
5.5 |
—
|
-606,241 | -12.8% |
P
S
|
4,123,527 | $102,593,352 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
INFY
Infosys Ltd
|
Technology | 2.34% | 1.95% |
#4
Prev: #4
|
3.9 |
—
|
113,242 | 23.4% |
P
S
|
596,346 | $8,056,634 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-4 of 4 holdings