INFY β€” INFOSYS LTD

Ownership history in PEAK6 LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which PEAK6 LLC reported a position in INFOSYS LTD (INFY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2024 Q4)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

PEAK6 LLC Γ— INFY AI Analytics

πŸ“‰ PEAK6 LLC underperformed the S&P 500 by –40.6% annually on this INFY position. Timing score: 75% (3/4 decisions correct). Average cost basis: $20.49. Maximum drawdown during holding period: –24.7%.

πŸ“ˆ Position Alpha vs SPY
-40.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 40.6% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$20.49
-21.8% vs current ($16.03)

Best entry: $17.73 (2025 Q1)  Β·  Worst: $21.29 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–24.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

2 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INFY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 25,130 -10,004 -28.5% 0.00% $409K $16.03
2025 Q2 REDUCED 35,134 -36,466 -50.9% 0.00% $651K $18.26
2025 Q1 ADDED 71,600 +71,400 +35700.0% 0.00% $1.3M $17.73
2024 Q4 REDUCED 200 -244,600 -99.9% 0.00% $4K $21.29
2024 Q4 INITIATED 244,800 β€” β€” 0.01% $5.4M $21.29
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