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SGA - Emerging Markets Growth's investment thesis on Grab Holdings ($GRAB) — Q4 2025 | Buyside Digest

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$GRABNASDAQGrab Holdings

BULL

SGA - Emerging Markets Growth—GRAB

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$3.67USD

+7.2% vs last month

$5.08Pitched

-27.9% since pitch

Market Cap$14.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q4 2025, the SGA Emerging Markets Growth portfolio returned 0.6% (Net) compared to 4.7% for the MSCI EM Net TR Index and 3.3% for the MSCI EM Growth Net TR Index. For the full...

— Hrishikesh Gupta

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What other investors think about $GRAB, and what else SGA - Emerging Markets Growth is buying.

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Contrarius Global Equity FundBULL

Pitched Mar 31, 2023

Grab maintains overwhelming dominance in Southeast Asian mobility and food delivery, with its nearest competitors holding minor fractions of the market. Having significantly reduced...

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