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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
-30.31%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$173M
AUM Growth
-$498M
Cap. Flow
-$418M
Cap. Flow %
-241.31%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
2

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$256M
2
IBN icon
ICICI Bank
IBN
+$143M
3
FRSH icon
Freshworks
FRSH
+$19.4M

Sector Composition

Rank Sector Weight
1 Technology 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$173M 100%
13,654,260
-1,300,071
-9% -$19.4M
IBN icon
2
ICICI Bank
IBN
$108B
– –
-5,419,694
Closed -$143M
ZS icon
3
Zscaler
ZS
$27.5B
– –
-1,326,601
Closed -$256M

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WestBridge Capital Management's Q2 2024 Portfolio in Review

As of Q2 2024, WestBridge Capital Management held 3 positions worth $173M, down 74% from $671M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management withdrew a net $418M in Q2 2024, closing 2 positions and reducing 1 holding. Its most notable exit was Zscaler, an estimated $256M position sold in full.

By sector, the portfolio is most concentrated in Technology at 100% of assets, up from 79% a quarter earlier, followed by Financials.

  • WestBridge Capital Management's biggest Q2 2024 reduction was Freshworks, cutting an estimated $19.4M.
  • WestBridge Capital Management fully exited Zscaler in Q2 2024, selling an estimated $256M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $173M portfolio in Q2 2024.
  • WestBridge Capital Management opened 0 new positions and closed 2 in Q2 2024.
  • WestBridge Capital Management's portfolio value fell 74% quarter-over-quarter to $173M.

Based on WestBridge Capital Management's 13F filing for Q2 2024, filed 24 Jul 2024.