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What smart money is saying about Infosys

INFY.BO

No fund has written a full thesis on Infosys in our archive, but 1 fund letter reports a position in it — most recently Liontrust India Fund in June 2026.

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1
Reported positions
0
Bought
1
Sold
1
Letter

Position history

Every position in Infosys on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.

Fund letters reporting a position in Infosys, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010

Fund activity · 1 position · 1 move

  • June 2026
    “Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.”
    Infosys

Read the letters behind these Infosys positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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