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
+16.95%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$752M
AUM Growth
+$104M
Cap. Flow
-$681K
Cap. Flow %
-0.09%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
1
Avg Time Held
5 quarters
Top 10 Avg Time Held
5 quarters
Top 20 Avg Time Held
5 quarters

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$46.9M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$47.6M

Sector Composition

Rank Sector Weight
1 Technology 77.46%
2 Financials 22.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ZS icon
1
Zscaler
ZS
$38.1B
$292M 38.85%
1,996,421
– –
2023 Q1
1 quarter
FRSH icon
2
Freshworks
FRSH
$3.63B
$290M 38.61%
16,512,210
– –
2022 Q2
4 quarters
IBN icon
3
ICICI Bank
IBN
$100B
$169M 22.54%
7,340,414
+2,075,674
+39% +$46.9M
2020 Q4
10 quarters
HDB icon
4
HDFC Bank
HDB
$115B
– –
-1,428,506
Closed -$47.6M –

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 Q2 2023 Portfolio in Review

As of Q2 2023, WestBridge Capital Management held 4 positions worth $752M, up 16% from $648M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management's Q2 2023 filing shows 1 increased and 1 closed positions. The largest sale was HDFC Bank, an estimated $47.6M.

By sector, the portfolio is most concentrated in Technology at 77% of assets, up from 75% a quarter earlier, followed by Financials.

  • WestBridge Capital Management added most to ICICI Bank in Q2 2023, an estimated $46.9M increase.
  • WestBridge Capital Management fully exited HDFC Bank in Q2 2023, selling an estimated $47.6M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $752M portfolio in Q2 2023.
  • WestBridge Capital Management opened 0 new positions and closed 1 in Q2 2023.
  • WestBridge Capital Management's portfolio value rose 16% quarter-over-quarter to $752M.

Based on WestBridge Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.