Aikya Investment Management Ltd 13F annual report

Aikya Investment Management Ltd is an investment fund managing more than $346 billion ran by Michael Summers. There are currently 3 companies in Mr. Summers’s portfolio. The largest investments include Hdfc Bank Limited and Dr. Reddy's Laboratories Limited, together worth $254 billion.

$346 billion Assets Under Management (AUM)

As of 6th August 2024, Aikya Investment Management Ltd’s top holding is 2,299,249 shares of Hdfc Bank Limited currently worth over $148 billion and making up 42.7% of the portfolio value. In addition, the fund holds 1,388,993 shares of Dr. Reddy's Laboratories Limited worth $106 billion. The third-largest holding is Infosys Ltd worth $92.7 billion.

Currently, Aikya Investment Management Ltd's portfolio is worth at least $346 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Aikya Investment Management Ltd

The Aikya Investment Management Ltd office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Michael Summers serves as the Chief Compliance Officer at Aikya Investment Management Ltd.

Recent trades

In the most recent 13F filing, Aikya Investment Management Ltd revealed that it had increased its stake in Hdfc Bank Limited and bought 377,444 additional shares worth around .

One of the smaller hedge funds

The two most similar investment funds to Aikya Investment Management Ltd are Crumly & Associates and Sc&h Advisors. They manage $347 billion and $346 billion respectively.

Michael Summers investment strategy

Aikya Investment Management Ltd’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Technology — making up 26.8% of the total portfolio value. The fund focuses on investments in the India as 33.3% of the portfolio companies are based in the India.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 33% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $77.1 billion.

The complete list of Aikya Investment Management Ltd trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Hdfc Bank Limited	19.64% 2,299,249	$147,910,688,000	42.70%
Dr. Reddy's Laboratories Limited	12.02% 1,388,993	$105,827,377,000	30.55%
Infosys Ltd	19.66% 4,978,362	$92,697,101,000	26.76%
No transactions found
Showing first 500 out of 3 holdings