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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	$4.21B	-$242M	1	76.86%	Reduced
2	Lone Pine Capital Greenwich, Connecticut	$1.13B	+$798M	1	4.28%	Increased
3	OppenheimerFunds New York	$841M	+$213M	2	0.94%	Increased
4	Tiger Global Management New York	$615M	+$379M	1	6.74%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$492M	-$42.8M	2	0.1%	Reduced
6	Bank of America Charlotte, North Carolina	$480M	+$169M	2	0.16%	Increased
7	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$476M	-$158M	1	3.48%	Reduced
8	Baillie Gifford & Co Edinburgh, United Kingdom	$431M	+$87.4M	1	0.82%	Increased
9	Morgan Stanley New York	$428M	+$98.5M	2	0.16%	Increased
10	ESG Emerging Sovereign Group New York	$374M	+$341M	1	13.22%	New
11	Coatue Management New York	$342M	+$81.9M	1	3.25%	Increased
12	UBS Group Zurich, Switzerland	$293M	+$150M	2	0.2%	Increased
13	Artisan Partners Milwaukee, Wisconsin	$258M	+$90.3M	2	0.46%	Increased
14	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$231M	+$211M	2	6.21%	New
15	Waddell & Reed Financial Overland Park, Kansas	$230M	+$27.1M	2	0.32%	Increased
16	GGHC Gilder Gagnon Howe & Co New York	$217M	+$48.4M	2	3.02%	Increased
17	Wellcome Trust London, United Kingdom	$213M	+$23.8M	1	4.56%	Increased
18	Caledonia Investments (Australia) Sydney NSW, Australia	$205M	+$8.5M	1	15.83%	Increased
19	Capital World Investors Los Angeles, California	$193M	$0	1	0.05%	Maintained
20	KDA KPCB DGF Associates Menlo Park, California	$186M	-$26.8M	1	32.22%	Reduced
21	MGM Miura Global Management New York	$181M	+$101M	2	10.88%	Increased
22	abrdn Investment Management Edinburgh, United Kingdom	$171M	+$56.5M	1	0.7%	Increased
23	GTP Global Thematic Partners New York	$163M	+$15.5M	2	2.44%	Increased
24	LCG Luxor Capital Group New York	$160M	+$142M	1	2.59%	New
25	Fred Alger Management New York	$148M	+$26M	1	0.67%	Increased