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WCM

WestBridge Capital Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 32.13%
This Fund
S&P 500
This Quarter Est. Return
+48.61%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$307M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow %
86.02%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$158M
2
HDB icon
HDFC Bank
HDB
+$106M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
1
ICICI Bank
IBN
$108B
$187M 60.77%
+12,552,249
New +$158M
HDB icon
2
HDFC Bank
HDB
$119B
$120M 39.23%
+3,332,632
New +$106M

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CAN
Capital Advisor Network Lafayette, Indiana $79.9M AUM
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $78.9M AUM 38.67% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
DCI
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WestBridge Capital Management's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for WestBridge Capital Management, which disclosed 2 positions worth $307M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is ICICI Bank: 12,552,249 shares worth $187M.

By sector, the portfolio is most concentrated in Financials at 100% of assets.

  • WestBridge Capital Management's largest Q4 2020 buy was ICICI Bank: 12,552,249 shares worth $187M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $307M portfolio in Q4 2020.
  • WestBridge Capital Management disclosed 2 positions in Q4 2020, its first 13F filing on record.

Based on WestBridge Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.