Grab Holdings
GRAB on Nasdaq. Business services, nec. Market value $12.6bn.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
What to watch out for
See Technology stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$3.07 a share, 12% above its 1-year low
Over the past year the price has ranged from $2.74 to $6.60.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
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Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Not enough data
- DebtUnknown
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 6 March 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
2 long-term investors we follow own it, unchanged from 2 last quarter. 486 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Cambiar InvestorsBrian Barish | $17m | 0.7% | Added |
| Lyrical Asset ManagementAndrew Wellington | $2m | <0.1% | Cut |
Largest holders overall
- Uber Technologies$2.0bn
- SB Investment Advisers (uk)$1.5bn
- Toyota Motor$840m
- BlackRock$589mAdded
- Mufg Bank$539m
- Morgan Stanley$490mCut
- Invesco$400mAdded
- Assenagon Asset Management$326mAdded
- PointState Capital LP$320mAdded
- Wellington Management Group LLP$285mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Uber Technologies, Inc.Passive investor13.5%Since 6 July 2026
What they said
The information set forth in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following information thereto: On July 6, 2026, the Issuer announced that Dara Khosrowshahi, the Reporting Person's Chief Executive Officer, stepped down from the Issuer's…
Read the filing - Toyota Motor CorporationPassive investorSold down below 5%Since 9 September 2026
| Holder | Stake | Since | |
|---|---|---|---|
Uber Technologies, Inc. Passive investor | 13.5% | 6 July 2026 | What they saidThe information set forth in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following information thereto: On July 6, 2026, the Issuer announced that Dara Khosrowshahi, the Reporting Person's Chief Executive Officer, stepped down from the Issuer's… Read the filing |
Toyota Motor Corporation Passive investor | Sold down below 5% | 9 September 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $31m of shares on the open market. 6 sold $11m, $11m of it under preset trading plans.
- Hungate Alexander CharlesPresident and COO, DirectorBought
- Date
- 21 September 2026
- Shares
- 299,571
- Price
- $2.89
- Value
- $866,839
- Tan Anthony Ping YeowChief Executive Officer, DirectorBought
- Date
- 21 September 2026
- Shares
- 10,350,000
- Price
- $2.89
- Value
- $30m
- Oey Peter HenryChief Financial OfficerSoldunder a preset trading plan
- Date
- 15 September 2026
- Shares
- 50,000
- Price
- $2.90
- Value
- $145,190
- Kandal Philipp Wolfgang JosefChief Product OfficerSoldunder a preset trading plan
- Date
- 15 September 2026
- Shares
- 30,000
- Price
- $3.08
- Value
- $92,400
- Ong Chin YinChief Org Capability OfficerSoldunder a preset trading plan
- Date
- 3 September 2026
- Shares
- 38,000
- Price
- $3.43
- Value
- $130,412
- Hungate Alexander CharlesPresident and COO, DirectorSoldunder a preset trading plan
- Date
- 2 September 2026
- Shares
- 145,349
- Price
- $3.48
- Value
- $506,236
- Oey Peter HenryChief Financial OfficerSoldunder a preset trading plan
- Date
- 17 August 2026
- Shares
- 50,000
- Price
- $3.60
- Value
- $180,180
- Kandal Philipp Wolfgang JosefChief Product OfficerSoldunder a preset trading plan
- Date
- 14 August 2026
- Shares
- 30,000
- Price
- $3.64
- Value
- $109,182
- Tan Anthony Ping YeowChief Executive Officer, DirectorSoldunder a preset trading plan
- Date
- 10 August 2026
- Shares
- 400,000
- Price
- $3.62
- Value
- $1m
- Ong Chin YinChief Org Capability OfficerSoldunder a preset trading plan
- Date
- 3 August 2026
- Shares
- 38,000
- Price
- $3.61
- Value
- $137,264
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 21 September 2026 | Hungate Alexander Charles President and COO, Director | Bought | 299,571 | $2.89 | $866,839 |
| 21 September 2026 | Tan Anthony Ping Yeow Chief Executive Officer, Director | Bought | 10,350,000 | $2.89 | $30m |
| 15 September 2026 | Oey Peter Henry Chief Financial Officer | Sold under a preset trading plan | 50,000 | $2.90 | $145,190 |
| 15 September 2026 | Kandal Philipp Wolfgang Josef Chief Product Officer | Sold under a preset trading plan | 30,000 | $3.08 | $92,400 |
| 3 September 2026 | Ong Chin Yin Chief Org Capability Officer | Sold under a preset trading plan | 38,000 | $3.43 | $130,412 |
| 2 September 2026 | Hungate Alexander Charles President and COO, Director | Sold under a preset trading plan | 145,349 | $3.48 | $506,236 |
| 17 August 2026 | Oey Peter Henry Chief Financial Officer | Sold under a preset trading plan | 50,000 | $3.60 | $180,180 |
| 14 August 2026 | Kandal Philipp Wolfgang Josef Chief Product Officer | Sold under a preset trading plan | 30,000 | $3.64 | $109,182 |
| 10 August 2026 | Tan Anthony Ping Yeow Chief Executive Officer, Director | Sold under a preset trading plan | 400,000 | $3.62 | $1m |
| 3 August 2026 | Ong Chin Yin Chief Org Capability Officer | Sold under a preset trading plan | 38,000 | $3.61 | $137,264 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Grab Holdings doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.