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WestBridge Capital Management, LLC

Portfolio Profile

CIK: 0001846644 | Trianon, O4

Investment Profile

Style

Value

Turnover

Very Low

Orientation

Concentrated long-term
$90.1M
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Freshworks Inc(FRSH)7,047,091$90.1M100.00%

Sector Allocation

Latest filing, equity positions only

Technology100% · $90.1M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Technology100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Mid Cap100%

AUM History

$1.0B | 3 pos.
$671.0M | 3 pos.
$173.3M | 1 pos.
$153.6M | 1 pos.
$216.3M | 1 pos.
$182.3M | 1 pos.
100%
0%
$199.5M | 1 pos.
$157.5M | 1 pos.
$163.9M | 1 pos.
$107.4M | 1 pos.
$79.5M | 1 pos.
$90.1M | 1 pos.
Q4
23
Q1
24
Q2
24
Q3
24
Q4
24
Q1
25
Q2
25
Q3
25
Q4
25
Q1
26
Q2
26
Q3
26

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged