Aikya-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EPAM",
  "HDB",
  "RDY",
  "INFY"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

4 identified0 unidentified

Holdings

Manager:

4 positions • $269.8M total value

Manager:

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HDFC BANK LTD

Shares:2.0M

Value:$134.3M

% of Portfolio:49.8% ($134.3M/$269.8M)

DR REDDYS LABORATORIES LTD

Shares:6.2M

Value:$81.8M

% of Portfolio:30.3% ($81.8M/$269.8M)

EPAM Systems, Inc.

Shares:213.4K

Value:$36.0M

% of Portfolio:13.4% ($36.0M/$269.8M)

Infosys Ltd

Shares:966.7K

Value:$17.6M

% of Portfolio:6.5% ($17.6M/$269.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HDFC BANK LTD(HDBcusip40415F101)	2.0M	QoQ -0.55% (-11.4K) YoY +5.18% (+99.7K)	All Managers (Combined)	$134.3M	49.8% ($134.3M/$269.8M)	QoQ +3.45% (-$4.5M) YoY +24.86% (+$26.7M)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	6.2M	QoQ +10.51% (-589.9K) YoY +400.05% (-5.0M)	All Managers (Combined)	$81.8M	30.3% ($81.8M/$269.8M)	QoQ -7.68% (-$6.8M) YoY -10.07% (-$9.2M)
EPAM Systems, Inc.(EPAMcusip29414B104)	213.4K	QoQ NEW(+213.4K) YoY NEW(+213.4K)	All Managers (Combined)	$36.0M	13.4% ($36.0M/$269.8M)	QoQ NEW(+$36.0M) YoY NEW(+$36.0M)
Infosys Ltd(INFYcusip456788108)	966.7K	QoQ -2.76% (-27.5K) YoY -76.76% (-3.2M)	All Managers (Combined)	$17.6M	6.5% ($17.6M/$269.8M)	QoQ -19.04% (-$4.2M) YoY -76.35% (-$57.0M)