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Food Delivery

Food delivery platforms connect restaurants and grocers to couriers and customers, and have widened into general local delivery. Order density within a given area is what turns the model profitable.

12 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
26
Soroban Capital Partners
Soroban Capital Partners
New York
$45.4M +$41.5M 1 0.26% New
27
MGM
Miura Global Management
New York
$39.9M +$36.5M 1 3.08% New
28
AllianceBernstein
AllianceBernstein
Tennessee
$39.5M +$36.1M 2 0.03% New
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$36.9M +$35.1M 1 0.02% New
30
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.3M +$32.6M 1 0.08% New
31
1832 Asset Management
1832 Asset Management
Ontario, Canada
$31.5M +$28.8M 1 0.1% New
32
Davis Selected Advisers
Davis Selected Advisers
Arizona
$31.2M +$28.9M 2 0.09% New
33
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$31M +$28.3M 1 4% New
34
Fidelity Investments
Fidelity Investments
Massachusetts
$30.3M +$27.7M 1 0% New
35
PCM
Pennant Capital Management
New Jersey
$29.6M +$28.1M 1 0.53% New
36
Northern Trust
Northern Trust
Illinois
$28.9M +$26.5M 2 0.01% New
37
Oaktree Capital Management
Oaktree Capital Management
California
$28.2M +$25.8M 1 0.49% New
38
Citadel Advisors
Citadel Advisors
Florida
$26.8M +$25.4M 2 0.03% New
39
ICP
Indus Capital Partners
New York
$22M +$20.1M 1 3.23% New
40
LSCM
Light Street Capital Management
California
$20.9M +$19.3M 2 2.89% New
41
Russell Frank Company
Russell Frank Company
Washington
$19.6M +$17.9M 1 0.03% New
42
Temasek Holdings
Temasek Holdings
Singapore
$17.2M +$15.7M 1 0.26% New
43
MCG
Meru Capital Group
New York
$14.8M +$13.5M 1 4.16% New
44
ClearBridge Investments
ClearBridge Investments
New York
$14.6M +$13.9M 1 0.02% New
45
BAMCO Inc
BAMCO Inc
New York
$12.4M +$11.8M 1 0.05% New
46
Federated Hermes
Federated Hermes
Pennsylvania
$12M +$11.4M 1 0.04% New
47
BRC
Blue Ridge Capital
New York
$11.4M +$10.4M 1 0.11% New
48
Norges Bank
Norges Bank
Norway
$11.4M +$10.4M 1 0% New
49
KCM
Keywise Capital Management
Cayman Islands
$9.49M +$8.68M 1 1.96% New
50
Wellington Management Group
Wellington Management Group
Massachusetts
$8.9M +$8.14M 1 0% New
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