WCM
WestBridge Capital Management Portfolio holdings
AUM
$199M
This Quarter Return
+7.11%
1 Year Return
+17.49%
3 Year Return
+40.63%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+110%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
45.8%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
Freshworks
FRSH
|
$133M |
| 2 |
ICICI Bank
IBN
|
$1.13M |
| 3 |
HDFC Bank
HDB
|
$356K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 52% |
| 2 | Technology | 48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Freshworks
FRSH
$3.84B
| $141M | 48% |
10,870,612
+10,258,537
| +1,676% | +$133M |
|
|
2
ICICI Bank
IBN
$113B
| $111M | 37.74% |
5,286,400
+53,999
| +1% | +$1.13M |
|
|
3
HDFC Bank
HDB
$182B
| $41.9M | 14.26% |
717,193
+6,100
| +0.9% | +$356K |
|