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NASDAQ · Consumer Discretionary

Grab Holdings Limited Class A GRAB

Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. The company offers delivery services on its platform, such as GrabFood, a food ordering and delivery booking service; Dine-Out for table reservations; GrabMart, a goods ordering and delivery booking service; GrabAds, an online advertising solution; GrabExpress, a package delivery booking service; Grab for Business platform, a unified management portal for corporate clients.

Sources StockAnalysis company profile stockanalysis.com
Business Services

Company profile

Business mix

  • The company offers delivery services on its platform, such as GrabFood, a food ordering and delivery booking service; Dine-Out for table reservations; GrabMart, a goods ordering and delivery booking service.
  • It also provides GrabKios, a network of agents; GrabCar, which enables a private hire driver-partner to register with Grab and accept bookings through its driver-partner application.
  • In addition, the company offers JustGrab, which enables consumers to book a private car or a traditional taxi; GrabBike, a motorcycle ride-hailing offering; three-wheel vehicles for culturally localized modes; carpooling shared mobility options.
  • Further, it provides GrabFin for financial services comprising digital and offline lending, PayLater services, white goods financing, receivables factoring, and working capital loans.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 85.87 FCF -1.05% Buyback -4.54%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $171.5M 2026-03-31
Sands Capital Management Frank Sands 0.1% $33.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $30.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 4 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $6.1M Estimated from net added shares
Reduction amount $587.5M Estimated from net reduced shares
Net share change / base shares -64.2% -115,465,995 / 179,763,581
Tiger Global Management Chase Coleman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$463.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 92,923,788 Last 4 periods -92,923,788 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 59.3% 13F value change +$23.1M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 43.4% 13F value change +$38.1M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -24.0% 13F value change -$33.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.8% 13F value change -$27.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,642,723 Last 4 periods +1,680,268 (+25.3%) Total shares 8,322,991 Value $30.5M
Oaktree Capital Management Howard Marks 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 12.6% 13F value change +$11.6M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 4.5% 13F value change +$14.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -7.3% 13F value change -$16.9M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$55.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,275,995 Last 4 periods -10,275,995 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.6% 13F value change +$13.6M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -1.1% 13F value change +$44.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.0% 13F value change -$56.1M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 1.4% 13F value change -$59.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 50,443,998 Last 4 periods -3,591,835 (-7.1%) Total shares 46,852,163 Value $171.5M
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -3.7% 13F value change +$6.1M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -33.4% 13F value change -$19.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -10.0% 13F value change -$19.1M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -18.9% 13F value change -$22.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 19,477,077 Last 4 periods -10,354,645 (-53.2%) Total shares 9,122,432 Value $33.4M

Recent mentions

No public mentions.