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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
+6.83%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$357M
AUM Growth
+$22.1M
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
$236M 66.09%
12,504,149
– –
HDB icon
2
HDFC Bank
HDB
$119B
$121M 33.91%
3,312,632
– –

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WestBridge Capital Management's Q3 2021 Portfolio in Review

As of Q3 2021, WestBridge Capital Management held 2 positions worth $357M, up 6.6% from $335M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 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 $357M portfolio in Q3 2021.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q3 2021.
  • WestBridge Capital Management's portfolio value rose 6.6% quarter-over-quarter to $357M.

Based on WestBridge Capital Management's 13F filing for Q3 2021, filed 1 Nov 2021.