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AIM

Aikya Investment Management Portfolio holdings

AUM $345M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
-7.79%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$270M
AUM Growth
+$29.6M
Cap. Flow
+$53.9M
Cap. Flow %
20%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
EPAM icon
EPAM Systems
EPAM
+$47.1M
2
RDY icon
Dr. Reddy's Laboratories
RDY
+$8.14M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$694K
2
INFY icon
Infosys
INFY
+$571K

Sector Composition

Rank Sector Weight
1 Financials 49.79%
2 Healthcare 30.32%
3 Technology 19.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$134M 49.79%
4,042,918
-22,748
-0.6% -$694K
RDY icon
2
Dr. Reddy's Laboratories
RDY
$9.87B
$81.8M 30.32%
6,200,375
+589,872
+11% +$8.14M
EPAM icon
3
EPAM Systems
EPAM
$5.51B
$36M 13.36%
+213,412
New +$47.1M
INFY icon
4
Infosys
INFY
$48.7B
$17.6M 6.54%
966,711
-27,487
-3% -$571K

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Aikya Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aikya Investment Management held 4 positions worth $270M, up 12% from $240M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management deployed $53.9M of net new capital in Q1 2025, opening 1 new position and adding to 1 existing holding. Its largest new stake was EPAM Systems: 213,412 shares worth $36M.

By sector, the portfolio is most concentrated in Financials at 50% of assets, down from 54% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was HDFC Bank, an estimated $694K trimmed.

  • Aikya Investment Management's largest Q1 2025 buy was EPAM Systems: 213,412 shares worth $36M.
  • Aikya Investment Management added most to Dr. Reddy's Laboratories in Q1 2025, an estimated $8.14M increase.
  • Aikya Investment Management's biggest Q1 2025 reduction was HDFC Bank, cutting an estimated $694K.
  • Aikya Investment Management's ten largest holdings make up 100% of its $270M portfolio in Q1 2025.
  • Aikya Investment Management opened 1 new position and closed 0 in Q1 2025.
  • Aikya Investment Management's portfolio value rose 12% quarter-over-quarter to $270M.

Based on Aikya Investment Management's 13F filing for Q1 2025, filed 14 May 2025.