WCM
WestBridge Capital Management Portfolio holdings
AUM
$199M
This Quarter Return
+16.95%
1 Year Return
+17.49%
3 Year Return
+40.63%
5 Year Return
–
10 Year Return
–
AUM
$752M
AUM Growth
+$752M
(+16%)
Cap. Flow
+$287K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
ICICI Bank
IBN
|
$47.9M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$47.6M |
Sector Composition
| 1 | Technology | 77.46% |
| 2 | Financials | 22.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Zscaler
ZS
$42.6B
| $292M | 38.85% |
1,996,421
| – | – |
|
2
Freshworks
FRSH
$3.84B
| $290M | 38.61% |
16,512,210
| – | – |
|
|
3
ICICI Bank
IBN
$112B
| $169M | 22.54% |
7,340,414
+2,075,674
| +39% | +$47.9M |
|
|
4
HDFC Bank
HDB
$178B
| – | – |
-714,253
| Closed | -$47.6M |
|