| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDR REDDYS LABS LTDRDY | 36.13% | 32.14% | $123.1M | 8.5M | $110.8M | 8.0M | +494,056+6.18% | Add | |
| EEPAM SYS INCEPAM | 31.82% | 35.76% | $108.4M | 1.4M | $123.3M | 910,615 | +455,298+50.00% | Add | |
| HHDFC BANK LTDHDB | 30.95% | 29.76% | $105.4M | 4.1M | $102.6M | 4.1M | -41,935-1.02% | Reduce | |
 INFOSYS LTDINFY | 1.09% | 2.34% | $3.7M | 352,907 | $8.1M | 596,346 | -243,439-40.82% | Reduce | |
 MAKEMYTRIP LIMITED MAURITIUSMMYT | 0.01% | — | $27,977 | 525 | $0 | 0 | +525 | New Buy |
