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
+7.11%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$294M
AUM Growth
+$154M
Cap. Flow
+$147M
Cap. Flow %
49.92%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$145M
2
IBN icon
ICICI Bank
IBN
+$1.14M
3
HDB icon
HDFC Bank
HDB
+$375K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 52%
2 Technology 48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$141M 48%
10,870,612
+10,258,537
+1,676% +$145M
IBN icon
2
ICICI Bank
IBN
$108B
$111M 37.74%
5,286,400
+53,999
+1% +$1.14M
HDB icon
3
HDFC Bank
HDB
$119B
$41.9M 14.26%
1,434,386
+12,200
+0.9% +$375K

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 Q3 2022 Portfolio in Review

As of Q3 2022, WestBridge Capital Management held 3 positions worth $294M, up 110% from $140M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management deployed $147M of net new capital in Q3 2022, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Financials at 52% of assets, down from 94% a quarter earlier, followed by Technology.

  • WestBridge Capital Management added most to Freshworks in Q3 2022, an estimated $145M increase.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $294M portfolio in Q3 2022.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q3 2022.
  • WestBridge Capital Management's portfolio value rose 110% quarter-over-quarter to $294M.

Based on WestBridge Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.