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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
1
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$630M +$576M 1 5.02% New
2
Capital World Investors
Capital World Investors
California
$340M +$310M 1 0.09% New
3
KDA
KPCB DGF Associates
California
$294M +$269M 1 27.38% New
4
IHG
Insight Holdings Group
New York
$275M +$251M 1 18.19% New
5
Lone Pine Capital
Lone Pine Capital
Connecticut
$240M +$219M 1 0.97% New
6
Goldman Sachs
Goldman Sachs
New York
$223M +$212M 2 0.07% New
7
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$222M +$211M 1 5.84% New
8
WP
Warburg Pincus
New York
$216M +$205M 1 0.96% New
9
Bank of America
Bank of America
North Carolina
$179M +$163M 2 0.06% New
10
Morgan Stanley
Morgan Stanley
New York
$178M +$166M 2 0.07% New
11
CAM
Coronation Asset Management
South Africa
$144M +$132M 1 8.7% New
12
OppenheimerFunds
OppenheimerFunds
New York
$137M +$125M 1 0.15% New
13
JP Morgan Chase
JP Morgan Chase
New York
$127M +$118M 2 0.03% New
14
UBS
UBS
Switzerland
$113M +$103M 2 0.09% New
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M +$99.6M 1 0.02% New
16
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M +$89.4M 1 0.34% New
17
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$89.4M +$81.7M 1 0.19% New
18
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$82.6M +$75.5M 1 0.12% New
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$69.6M +$63.6M 2 0.05% New
20
Alpha Wave Global
Alpha Wave Global
New York
$66.3M +$60.6M 1 3.71% New
21
GGHC
Gilder Gagnon Howe & Co
New York
$63.2M +$57.9M 2 0.84% New
22
HCM
Hoplite Capital Management
New York
$61.4M +$56.1M 1 1.58% New
23
VCM
Valiant Capital Management
California
$54.2M +$49.5M 1 4.88% New
24
Fidelity International
Fidelity International
Bermuda
$52.8M +$48.3M 1 0.2% New
25
SRS Investment Management
SRS Investment Management
New York
$50M +$45.7M 2 2.05% New