What smart money is saying about Grab
GRAB
No fund has written a full thesis on Grab in our archive, but 1 fund letter reports a position in it — most recently Artisan Partners Developing World Fund in June 2026.
1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Grab on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“A similar line of thinking could apply to other core investments including Tencent, MercadoLibre, Nubank, Grab, Adyen, MakeMyTrip, Eternal, and Paytm, all of which have declined (in some cases significantly) YTD.”
Read the letterGrab
Also mentioned · 1
These funds discuss Grab — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaillie Gifford Positive ChangeJune 2026
“For example, 60 percent of recipients of loans from Grab (a south-east Asia super-app) reported an improved quality of life, and”
Read the letterGrab
Read the letters behind these Grab positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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