What smart money is saying about PB Fintech
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No fund has written a full thesis on PB Fintech in our archive, but 2 fund letters report a position in it — most recently Artisan Partners Developing World Strategy in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in PB Fintech on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“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. ARM declined due to broader selling in the semiconductor space and questions about the company's ability to effectively meet demand for its own chip, despite the role that CPU chips are likely to play in agentic use cases. MakeMyTrip fell due to disruption in the Middle East, which continued to impact the key outbound travel corridor and pose challenges to domestic travel. PB Fintech fell due to a consultation paper from the Insurance Regulatory and Development Authority of India (IRDAI) on an insurance distribution commission cap, which could significantly impact the economics for the online marketplace if implemented.”
PB Fintech - September 2026
“PB Fintech fell due to a consultation paper from the Insurance Regulatory and Development Authority of India (IRDAI) on an insurance distribution commission cap, which could significantly impact the economics for the online marketplace if implemented.”
PB Fintech
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