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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	PC Pelham Capital London, United Kingdom	$248M	$0	1	91.14%	Maintained
27	Wellcome Trust London, United Kingdom	$235M	$0	1	4.91%	Maintained
28	PAR Capital Management Boston, Massachusetts	$235M	$0	1	3.39%	Maintained
29	OppenheimerFunds New York	$234M	-$80M	2	0.29%	Reduced
30	SCM Scopia Capital Management New York	$227M	+$3.37M	1	4%	Increased
31	Waddell & Reed Financial Overland Park, Kansas	$214M	-$51.5M	2	0.44%	Reduced
32	Fidelity Investments Boston, Massachusetts	$213M	+$30.4M	1	0.03%	Increased
33	Temasek Holdings Singapore	$191M	$0	1	1.54%	Maintained
34	HH HSG Holding Na, Hong Kong	$180M	$0	1	18.47%	Maintained
35	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$172M	+$66.7M	1	0.63%	Increased
36	Northern Trust Chicago, Illinois	$166M	-$6.42M	2	0.05%	Reduced
37	JC Joho Capital New York	$148M	$0	1	29.06%	Maintained
38	Norges Bank Oslo, Norway	$141M	+$3.59M	1	0.07%	Increased
39	Bank of America Charlotte, North Carolina	$141M	-$5.87M	2	0.03%	Reduced
40	Capital Research Global Investors Los Angeles, California	$138M	+$26.1M	1	0.05%	Increased
41	LCG Luxor Capital Group New York	$132M	-$55.4M	1	3.7%	Reduced
42	Schroder Investment Management Group London, United Kingdom	$123M	-$43.7M	1	0.23%	Reduced
43	Harding Loevner Bridgewater, New Jersey	$122M	+$69.1M	1	0.88%	Increased
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$121M	-$8.93M	2	0.09%	Reduced
45	Credit Suisse Zurich, Switzerland	$111M	-$2.3M	2	0.11%	Reduced
46	Lord, Abbett & Co Jersey City, New Jersey	$110M	+$53.5M	1	0.34%	Increased
47	Nordea Investment Management Stockholm, Sweden	$109M	+$20.9M	1	0.28%	Increased
48	Goldman Sachs New York	$105M	+$2.84M	2	0.03%	Increased
49	VM Valinor Management New York	$101M	+$398K	1	3.49%	Increased
50	Ruane, Cunniff & Goldfarb New York	$98M	-$97.8M	1	0.92%	Reduced