WCM
WestBridge Capital Management Portfolio holdings
AUM
$199M
This Quarter Return
+2.88%
1 Year Return
+17.49%
3 Year Return
+40.63%
5 Year Return
–
10 Year Return
–
AUM
$648M
AUM Growth
+$648M
(+76%)
Cap. Flow
+$275M
Cap. Flow
% of AUM
42.4%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
2
Closed
–
Top Buys
| 1 |
Zscaler
ZS
|
$233M |
| 2 |
Freshworks
FRSH
|
$42.2M |
Top Sells
| 1 |
ICICI Bank
IBN
|
$467K |
| 2 |
HDFC Bank
HDB
|
$196K |
Sector Composition
| 1 | Technology | 75.12% |
| 2 | Financials | 24.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Freshworks
FRSH
$3.84B
| $254M | 39.13% |
16,512,210
+2,747,839
| +20% | +$42.2M |
|
|
2
Zscaler
ZS
$42.7B
| $233M | 35.99% |
+1,996,421
| New | +$233M |
|
|
3
ICICI Bank
IBN
$113B
| $114M | 17.53% |
5,264,740
-21,660
| -0.4% | -$467K |
|
|
4
HDFC Bank
HDB
$179B
| $47.6M | 7.35% |
714,253
-2,940
| -0.4% | -$196K |
|