GRAB
Grab Holdings Limited · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones +3.2% ·
nuevas posiciones netas -6.2%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | -5 | 1.30B | $4.89B | +2 | −8 |
| Q1 2026 | 151 | -3 | 1.30B | $4.71B | +6 | −10 |
| Q4 2025 | 155 | +1 | 1.37B | $6.82B | +2 | — |
| Q3 2025 | 22 | -1 | 835.04M | $5.01B | +1 | −3 |
| Q2 2025 | 21 | -1 | 586.72M | $2.94B | — | −1 |
| Q1 2025 | 19 | +3 | 438.18M | $1.97B | +3 | — |
| Q4 2024 | 16 | -1 | 442.38M | $2.07B | +1 | −2 |
| Q3 2024 | 16 | 0 | 386.02M | $1.45B | +1 | −1 |
| Q2 2024 | 16 | — | 386.90M | $1.36B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tiger Global Management ✦ | 92.92M | 0.0% | $438.60M | 1.7% | Held | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 67.53M | -45.7% | $318.76M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 3 | Baillie Gifford ✦ | 47.02M | +10.0% | $221.94M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (pasivo) | 42.75M | — | $201.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 33.91M | +5066.0% | $160.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Marshall Wace ✦ | 31.81M | -9.6% | $150.16M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Norges Bank ✦ (pasivo) | 30.92M | +4.5% | $145.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 21.66M | +4.8% | $101.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 19.89M | +176919.4% | $93.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 15.16M | -37.6% | $71.55M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 14.84M | +1780.1% | $70.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 13.27M | +195.1% | $62.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 4.96M | -13.9% | $23.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Bridgewater Associates ✦ | 1.55M | Nuevo | $7.29M | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 687.50K | +30.1% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Altimeter Capital ✦ | 3.50M | 0.0% | $1.43M | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Bridgewater Associates | $7.29M | 0.0% |
Posición cerrada
| Point72 Asset Management | $1.87M | era 0.0% |
| Soros Fund Management | $138,654 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 199.70K acciones, $730 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Officer, Director · Chief Executive… · 10.35M acc. @ 2.89 · $29.88M
Officer, Director · President and COO · 299.57K acc. @ 2.89 · $866,839
Ventas en mercado abierto (S)
Officer · 38.00K acc. · $117,420
Officer · 30.00K acc. · $92,400
Officer · 50.00K acc. · $145,190
Officer · 38.00K acc. · $130,412
Officer, Director · 145.35K acc. · $506,236
Officer · 50.00K acc. · $180,180
Officer · 30.00K acc. · $109,182
Officer, Director · 400.00K acc. · $1.45M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
13.5% de clase · Ver presentación original ante la SEC ↗