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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
+2.13%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$335M
AUM Growth
+$4.26M
Cap. Flow
-$1.53M
Cap. Flow %
-0.46%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$801K
2
HDB icon
HDFC Bank
HDB
+$733K

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
$214M 63.84%
12,504,149
-48,100
-0.4% -$801K
HDB icon
2
HDFC Bank
HDB
$119B
$121M 36.16%
3,312,632
-20,000
-0.6% -$733K

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CAN
Capital Advisor Network Lafayette, Indiana $79.9M AUM
AC
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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 Q2 2021 Portfolio in Review

As of Q2 2021, WestBridge Capital Management held 2 positions worth $335M, up 1.3% from $331M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 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 biggest Q2 2021 reduction was ICICI Bank, cutting an estimated $801K.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $335M portfolio in Q2 2021.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q2 2021.
  • WestBridge Capital Management's portfolio value rose 1.3% quarter-over-quarter to $335M.

Based on WestBridge Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.