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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
-9.54%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$154M
AUM Growth
-$19.7M
Cap. Flow
-$3.3M
Cap. Flow %
-2.15%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$3.3M

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.37B
$154M 100%
13,379,260
-275,000
-2% -$3.3M

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WestBridge Capital Management's Q3 2024 Portfolio in Review

As of Q3 2024, WestBridge Capital Management held 1 position worth $154M, down 11% from $173M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 0%. WestBridge Capital Management opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • WestBridge Capital Management's biggest Q3 2024 reduction was Freshworks, cutting an estimated $3.3M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $154M portfolio in Q3 2024.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q3 2024.
  • WestBridge Capital Management's portfolio value fell 11% quarter-over-quarter to $154M.

Based on WestBridge Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.