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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
101	NA Newport Asia San Francisco, California	$51M	+$17.9M	1	8.39%	Increased
102	PIM Platinum Investment Management Sydney Australia 2000, Australia	$50.9M	-$18.4M	1	1.38%	Reduced
103	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$50.6M	+$48.7M	1	23.51%	New
104	GH GAM Holding Zurich, Switzerland	$50.4M	+$2.38M	1	0.74%	Increased
105	ESG Emerging Sovereign Group New York	$48.7M	-$68.9M	1	12.44%	Reduced
106	Group One Trading Chicago, Illinois	$48.5M	+$24.8M	1	0.5%	Increased
107	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$47M	+$45.2M	1	15.42%	New
108	RBF Capital San Francisco, California	$46.9M	$0	1	6.15%	Maintained
109	APG Asset Management Amsterdam, Netherlands	$45.8M	+$208K	1	0.08%	Increased
110	Antipodes Partners Royal Exchange, Australia	$44.3M	-$10M	1	5.83%	Reduced
111	Franklin Resources San Mateo, California	$43.1M	+$273K	1	0.02%	Increased
112	Lord, Abbett & Co Jersey City, New Jersey	$42.8M	+$40.9M	2	0.13%	New
113	Wells Fargo San Francisco, California	$42.8M	+$20.4M	2	0.01%	Increased
114	Hosking Partners London, United Kingdom	$42.4M	+$655K	1	1.12%	Increased
115	EC EMS Capital New York	$42.4M	+$2.26M	1	3.75%	Increased
116	TI Think Investments San Francisco, California	$42.3M	+$5.94M	1	11.77%	Increased
117	Melvin Capital Management New York	$41.2M	-$17M	1	0.54%	Reduced
118	Fiera Capital (Canada) Montreal, Quebec, Canada	$40.9M	+$38.9M	2	0.2%	New
119	YCM Yiheng Capital Management San Francisco, California	$40.6M	+$332K	1	14.2%	Increased
120	Harvest Fund Management Beijing, China	$39.4M	+$142K	1	5.72%	Increased
121	CAM Contour Asset Management New York	$39M	+$37.1M	1	2.36%	New
122	Causeway Capital Management Los Angeles, California	$38.8M	+$37M	1	0.48%	New
123	JC Joho Capital New York	$37.8M	-$145M	1	7.78%	Reduced
124	SC Shellback Capital Boston, Massachusetts	$37.3M	+$3.75M	2	3.21%	Increased
125	Asset Management One Tokyo, Japan	$35.5M	-$658K	1	0.09%	Reduced