Aikya Investment Management Ltd
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Oct 2026 | $5,531,426,612 | Pooled investment vehicles (74%) |
| Dec 2025 to Sep 2026 | $5,847,220,589 | Other (72%) |
| Oct 2024 to Sep 2025 | $1,583,914,218 | Registered funds and BDCs (85%) |
| Dec 2023 to Sep 2024 | $172,200,000 | Pooled investment vehicles (100%) |
| Oct 2023 to Nov 2023 | $63,900,000 | Pooled investment vehicles (100%) |
| May 2023 to Sep 2023 | $555,681,157 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.8%; sector active share 48.8% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 36.1% | $123,075,915 |
| Technology | 32.9% | $112,087,190 |
| Financial Services | 31.0% | $105,427,521 |
| Consumer Cyclical | 0.0% | $27,977 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MMYT | MakeMyTrip Ltd | 525 | $27,977 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Added | 8,493,852 | $123,075,915 | 36.13% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Added | 1,365,913 | $108,385,196 | 31.82% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Reduced | 4,081,592 | $105,427,521 | 30.95% | |
| INFY |
Infosys Ltd
Technology
|
Reduced | 352,907 | $3,701,994 | 1.09% | |
| MMYT |
MakeMyTrip Ltd
Consumer Cyclical
|
NEW | 525 | $27,977 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.