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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
+26.11%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$1.01B
AUM Growth
+$196M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 82.57%
2 Financials 17.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
1
Zscaler
ZS
$27.5B
$442M 43.99%
1,996,421
– –
FRSH icon
2
Freshworks
FRSH
$3.37B
$388M 38.58%
16,512,210
– –
IBN icon
3
ICICI Bank
IBN
$108B
$175M 17.43%
7,349,394
– –

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CMU
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DCI
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WestBridge Capital Management's Q4 2023 Portfolio in Review

As of Q4 2023, WestBridge Capital Management held 3 positions worth $1.01B, up 24% from $809M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 83% of assets, up from 79% a quarter earlier, followed by Financials.

  • WestBridge Capital Management's ten largest holdings make up 100% of its $1.01B portfolio in Q4 2023.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q4 2023.
  • WestBridge Capital Management's portfolio value rose 24% quarter-over-quarter to $1.01B.

Based on WestBridge Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.