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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
-4.72%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$209M
AUM Growth
-$134M
Cap. Flow
-$124M
Cap. Flow %
-59.38%
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
+$85.3M
2
HDB icon
HDFC Bank
HDB
+$38.8M

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
$147M 70.52%
7,782,608
-4,274,116
-35% -$85.3M
HDB icon
2
HDFC Bank
HDB
$119B
$61.6M 29.48%
2,009,626
-1,193,486
-37% -$38.8M

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CAN
Capital Advisor Network Lafayette, Indiana $79.9M AUM
AC
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CMU
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LC
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DCI
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WestBridge Capital Management's Q1 2022 Portfolio in Review

As of Q1 2022, WestBridge Capital Management held 2 positions worth $209M, down 39% from $343M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management withdrew a net $124M in Q1 2022, reducing 2 holdings. Its largest reduction was ICICI Bank, cutting an estimated $85.3M.

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

  • WestBridge Capital Management's biggest Q1 2022 reduction was ICICI Bank, cutting an estimated $85.3M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $209M portfolio in Q1 2022.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q1 2022.
  • WestBridge Capital Management's portfolio value fell 39% quarter-over-quarter to $209M.

Based on WestBridge Capital Management's 13F filing for Q1 2022, filed 11 May 2022.