We are live on ! Find out more
WCM

WestBridge Capital Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 32.13%
This Fund
S&P 500
This Quarter Est. Return
+7.74%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$23.7M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$201M 60.85%
12,552,249
– –
HDB icon
2
HDFC Bank
HDB
$119B
$129M 39.15%
3,332,632
– –

Similar funds

AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
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
Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return
PA
ProCore Advisors Newport Beach, California $80.7M AUM

WestBridge Capital Management's Q1 2021 Portfolio in Review

As of Q1 2021, WestBridge Capital Management held 2 positions worth $331M, up 7.7% from $307M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2021: portfolio turnover was 0%. WestBridge Capital Management opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • WestBridge Capital Management's ten largest holdings make up 100% of its $331M portfolio in Q1 2021.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q1 2021.
  • WestBridge Capital Management's portfolio value rose 7.7% quarter-over-quarter to $331M.

Based on WestBridge Capital Management's 13F filing for Q1 2021, filed 17 May 2021.