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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
+2.88%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$648M
AUM Growth
+$281M
Cap. Flow
+$280M
Cap. Flow %
43.28%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$240M
2
FRSH icon
Freshworks
FRSH
+$41.6M

Top Sells

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$452K
2
HDB icon
HDFC Bank
HDB
+$197K

Sector Composition

Rank Sector Weight
1 Technology 75.12%
2 Financials 24.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$254M 39.13%
16,512,210
+2,747,839
+20% +$41.6M
ZS icon
2
Zscaler
ZS
$27.5B
$233M 35.99%
+1,996,421
New +$240M
IBN icon
3
ICICI Bank
IBN
$108B
$114M 17.53%
5,264,740
-21,660
-0.4% -$452K
HDB icon
4
HDFC Bank
HDB
$119B
$47.6M 7.35%
1,428,506
-5,880
-0.4% -$197K

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CAN
Capital Advisor Network Lafayette, Indiana $79.9M AUM
AC
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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
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PA
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WestBridge Capital Management's Q1 2023 Portfolio in Review

As of Q1 2023, WestBridge Capital Management held 4 positions worth $648M, up 76% from $367M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management deployed $280M of net new capital in Q1 2023, opening 1 new position and adding to 1 existing holding. Its largest new stake was Zscaler: 1,996,421 shares worth $233M.

By sector, the portfolio is most concentrated in Technology at 75% of assets, up from 55% a quarter earlier, followed by Financials.

On the sell side, the largest reduction was ICICI Bank, an estimated $452K trimmed.

  • WestBridge Capital Management's largest Q1 2023 buy was Zscaler: 1,996,421 shares worth $233M.
  • WestBridge Capital Management added most to Freshworks in Q1 2023, an estimated $41.6M increase.
  • WestBridge Capital Management's biggest Q1 2023 reduction was ICICI Bank, cutting an estimated $452K.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $648M portfolio in Q1 2023.
  • WestBridge Capital Management opened 1 new position and closed 0 in Q1 2023.
  • WestBridge Capital Management's portfolio value rose 76% quarter-over-quarter to $648M.

Based on WestBridge Capital Management's 13F filing for Q1 2023, filed 15 May 2023.