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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
-11.8%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$671M
AUM Growth
-$334M
Cap. Flow
-$230M
Cap. Flow %
-34.32%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$150M
2
IBN icon
ICICI Bank
IBN
+$48.2M
3
FRSH icon
Freshworks
FRSH
+$32.2M

Sector Composition

Rank Sector Weight
1 Technology 78.67%
2 Financials 21.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$272M 40.58%
14,954,331
-1,557,879
-9% -$32.2M
ZS icon
2
Zscaler
ZS
$27.5B
$256M 38.08%
1,326,601
-669,820
-34% -$150M
IBN icon
3
ICICI Bank
IBN
$108B
$143M 21.33%
5,419,694
-1,929,700
-26% -$48.2M

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WestBridge Capital Management's Q1 2024 Portfolio in Review

As of Q1 2024, WestBridge Capital Management held 3 positions worth $671M, down 33% from $1.01B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management withdrew a net $230M in Q1 2024, reducing 3 holdings. Its largest reduction was Zscaler, cutting an estimated $150M.

By sector, the portfolio is most concentrated in Technology at 79% of assets, down from 83% a quarter earlier, followed by Financials.

  • WestBridge Capital Management's biggest Q1 2024 reduction was Zscaler, cutting an estimated $150M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $671M portfolio in Q1 2024.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q1 2024.
  • WestBridge Capital Management's portfolio value fell 33% quarter-over-quarter to $671M.

Based on WestBridge Capital Management's 13F filing for Q1 2024, filed 13 May 2024.