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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	Hillhouse Investment Management Grand Cayman, Cayman Islands	$3.53B	+$3.76B	1	80.22%	New
2	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$511M	$0	1	3.87%	Maintained
3	OppenheimerFunds New York	$479M	+$360M	2	0.53%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$433M	+$232M	2	0.09%	Increased
5	DM DST Managers Grand Cayman, Cayman Islands	$273M	+$581M	1	9.15%	New
6	Baillie Gifford & Co Edinburgh, United Kingdom	$264M	+$9.48M	1	0.53%	Increased
7	Morgan Stanley New York	$253M	+$57.6M	2	0.09%	Increased
8	Bank of America Charlotte, North Carolina	$232M	+$90.1M	2	0.08%	Increased
9	IHG Insight Holdings Group New York	$207M	-$16.6M	1	29.16%	Reduced
10	Lone Pine Capital Greenwich, Connecticut	$204M	+$217M	1	0.86%	New
11	Coatue Management New York	$199M	+$212M	1	1.88%	New
12	CAM Coronation Asset Management Cape Town, South Africa	$195M	+$70M	1	11.45%	Increased
13	KDA KPCB DGF Associates Menlo Park, California	$170M	-$73.9M	1	21.83%	Reduced
14	Tiger Global Management New York	$163M	+$170M	2	1.93%	New
15	Waddell & Reed Financial Overland Park, Kansas	$158M	+$118M	2	0.22%	Increased
16	Caledonia Investments (Australia) Sydney NSW, Australia	$156M	+$59.8M	1	10.03%	Increased
17	Capital World Investors Los Angeles, California	$152M	-$56.7M	1	0.04%	Reduced
18	Wellcome Trust London, United Kingdom	$147M	+$3.68M	1	3.03%	Increased
19	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$146M	+$155M	1	100%	New
20	WP Warburg Pincus New York	$144M	$0	1	0.99%	Maintained
21	GGHC Gilder Gagnon Howe & Co New York	$130M	+$72.7M	2	1.94%	Increased
22	Artisan Partners Milwaukee, Wisconsin	$125M	+$133M	1	0.22%	New
23	GTP Global Thematic Partners New York	$116M	+$46.4M	2	1.82%	Increased
24	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$103M	+$24.6M	1	0.33%	Increased
25	UBS Group Zurich, Switzerland	$102M	+$108M	2	0.07%	New