LongGRABAug 2026
Grab Holdings Limited
GCQ initiated a small position in Grab, which it describes as the ‘Uber of Southeast Asia’. The fund sees lower exposure to autonomous-vehicle disruption because Southeast Asia’s…
GRAB
Which hedge funds are long GRAB?
2 published ideas on Grab Holdings Limited across 2 funds — 2 long and 0 short.
Grab Holdings Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Grab Holdings Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGRABOct 2026
Grab Holdings Limited
The Insiders Fund initiated a small position in Grab because of its leadership across Southeast Asian mobility, delivery and financial services. Continued smartphone and internet…