We are live on ! Find out more
AIM

Aikya Investment Management Portfolio holdings

AUM $345M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
-11.04%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
+$23.7M
Cap. Flow
+$64M
Cap. Flow %
17.92%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
3
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
EPAM icon
EPAM Systems
EPAM
+$57M
2
HDB icon
HDFC Bank
HDB
+$8.65M
3
RDY icon
Dr. Reddy's Laboratories
RDY
+$5.18M

Top Sells

Rank Stock Value
1
INFY icon
Infosys
INFY
+$6.79M

Sector Composition

Rank Sector Weight
1 Financials 41.39%
2 Technology 32.33%
3 Healthcare 26.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$148M 41.39%
4,328,795
+234,683
+6% +$8.65M
EPAM icon
2
EPAM Systems
EPAM
$5.51B
$106M 29.75%
704,821
+347,091
+97% +$57M
RDY icon
3
Dr. Reddy's Laboratories
RDY
$9.87B
$93.9M 26.28%
6,715,007
+360,028
+6% +$5.18M
INFY icon
4
Infosys
INFY
$48.7B
$9.19M 2.57%
565,102
-394,512
-41% -$6.79M

Similar funds

ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $344M AUM 15.24% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return
OPW
Osprey Private Wealth New York $345M AUM 16.61% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BA
Ballast Advisors Woodbury, Minnesota $344M AUM 16.81% 1-Year Est. Return

Aikya Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aikya Investment Management held 4 positions worth $357M, up 7.1% from $333M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management deployed $64M of net new capital in Q3 2025, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Financials at 41% of assets, down from 47% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Infosys, an estimated $6.79M trimmed.

  • Aikya Investment Management added most to EPAM Systems in Q3 2025, an estimated $57M increase.
  • Aikya Investment Management's biggest Q3 2025 reduction was Infosys, cutting an estimated $6.79M.
  • Aikya Investment Management's ten largest holdings make up 100% of its $357M portfolio in Q3 2025.
  • Aikya Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Aikya Investment Management's portfolio value rose 7.1% quarter-over-quarter to $357M.

Based on Aikya Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.