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
+7.88%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$809M
AUM Growth
+$57.7M
Cap. Flow
+$211K
Cap. Flow %
0.03%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$211K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 79.01%
2 Financials 20.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$329M 40.63%
16,512,210
– –
ZS icon
2
Zscaler
ZS
$27.5B
$311M 38.37%
1,996,421
– –
IBN icon
3
ICICI Bank
IBN
$108B
$170M 20.99%
7,349,394
+8,980
+0.1% +$211K

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 Q3 2023 Portfolio in Review

As of Q3 2023, WestBridge Capital Management held 3 positions worth $809M, up 7.7% from $752M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2023: portfolio turnover was 0%. WestBridge Capital Management opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 79% of assets, up from 77% a quarter earlier, followed by Financials.

  • WestBridge Capital Management added most to ICICI Bank in Q3 2023, an estimated $211K increase.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $809M portfolio in Q3 2023.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q3 2023.
  • WestBridge Capital Management's portfolio value rose 7.7% quarter-over-quarter to $809M.

Based on WestBridge Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.