What smart money is saying about Grab Holdings
1 fund in our archive has pitched Grab Holdings, most recently Cambiar Investors International Equity Fund in September 2026.
Grab Holdings Limited operates a leading super-application, providing a wide array of services including transportation, food and package delivery, financial technology solutions, and business support offerings. These services are all accessible through a single mobile platform. Its operations span eight Southeast Asian countries, namely Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. The company maintains its corporate headquarters in Singapore.
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Position history
Between Q2 2026 and Q3 2026, 7 fund letters reported a position in Grab Holdings, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 0 | 1 |
| Q2 2026 | 3 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 1 move
- September 2026
“US-based memory supplier Micron, Southeast Asian mobility company Grab Holdings, British semiconductor design company ARM, Indian online travel company MakeMyTrip, and Indian online insurance marketplace PB Fintech. Micron fell during the quarter as investors debated AI industry capex sustainability while digesting the impact of significant investor leverage tied to AI investments across global markets. Grab Holdings declined due to a potential stake sale by Uber and the implementation of a commission cap on two-wheeler rides in Indonesia.”
Grab Holdings - September 2026
“Bottom contributors to performance for the quarter included US-based memory supplier Micron, Southeast Asian mobility company Grab Holdings, British semiconductor design company ARM, Indian online travel company MakeMyTrip, and Indian online insurance marketplace PB Fintech. Micron fell during the quarter as investors debated AI industry capex sustainability while digesting the impact of significant investor leverage tied to AI investments across global markets. Grab Holdings declined due to a potential stake sale by Uber and the implementation of a commission cap on two-wheeler rides in Indonesia.”
Grab Holdings - September 2026
“the fund switched Chinese rideshare app Didi with Grab, the dominant Southeast Asian super-app whose rideshare app is now funding an emerging digital-banking franchise through a profit inflection.”
Grab Holdings - September 2026
“Daifuku sells advanced automation equipment for materials handling/warehouses, semiconductor packaging cleanrooms, airport security, and other manufacturing applications. The company’s semi business remains a key growth driver and the 3Q reset in valuations results in a more balanced risk/reward. Grab Holdings is a tech platform that operates the dominant taxi and food delivery network in Southeast Asia. Local demand is growing low double-digits alongside economic development and mobile connec- tivity, and Grab has competitive advantages in unique mapping technology and local payments that provides a solid competitive moat vs. new entrants. The YTD decline in the stock has been largely a function of higher fuel prices, as Grab has continued to meet/ exceed key inputs – including revenue projections, EBITDA/FCF, and user growth. The company’s move into financial services has also given investors pause, yet we believe the company can successfully integrate this business into their core rideshare/delivery efforts (Southeast Asia has a large unbanked population). On a more recent note, we were encouraged by the $30 million open market purchase by GRAB CEO Anthony Tan. As the saying goes, there are many reasons for insiders to sell stock, but only one reason to buy. Execution remains key, but GRAB remains a high conviction holding in the portfolio.”
Grab Holdings - 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.”
Grab Holdings - June 2026
Listed in Coronation Global Emerging Markets Equity Strategy’s reported holdings.
Grab Holdings - June 2026
“Of course, quantity is not the only metric worth measuring – quality is important too. For example, 60 percent of recipients of loans from Grab (a south-east Asia super-app) reported an improved quality of life, and two-thirds reported greater financial resilience.”
Grab Holdings
Also mentioned · 1
These funds discuss Grab Holdings as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedBaillie Gifford Positive ChangeJune 2026
“Of course, quantity is not the only metric worth measuring - quality is important too. For example, 60 percent of recipients of loans from Grab (a south-east Asia super-app) reported an improved quality of life, and Archived from bailliegifford.com 3 two-thirds reported greater financial resilience.”
Grab Holdings
Fund coverage · 1 thesis
- Cambiar Investors International Equity FundSeptember 2026
Grab operates the dominant Southeast Asian rideshare and delivery network with a competitive moat in mapping and payments, growing demand, and a high-conviction holding despite fuel-price-driven stock weakness.
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