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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
+11.07%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$367M
AUM Growth
+$73.5M
Cap. Flow
+$40.1M
Cap. Flow %
10.91%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$40.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 55.13%
2 Financials 44.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$202M 55.13%
13,764,371
+2,893,759
+27% +$40.1M
IBN icon
2
ICICI Bank
IBN
$108B
$116M 31.51%
5,286,400
– –
HDB icon
3
HDFC Bank
HDB
$119B
$49.1M 13.36%
1,434,386
– –

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Capital Advisor Network Lafayette, Indiana $79.9M AUM
AC
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CMU
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LC
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WestBridge Capital Management's Q4 2022 Portfolio in Review

As of Q4 2022, WestBridge Capital Management held 3 positions worth $367M, up 25% from $294M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management deployed $40.1M of net new capital in Q4 2022, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Technology at 55% of assets, up from 48% a quarter earlier, followed by Financials.

  • WestBridge Capital Management added most to Freshworks in Q4 2022, an estimated $40.1M increase.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $367M portfolio in Q4 2022.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q4 2022.
  • WestBridge Capital Management's portfolio value rose 25% quarter-over-quarter to $367M.

Based on WestBridge Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.