← All themes E-Commerce

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	$4.87B	-$15.4M	1	75.18%	Reduced
2	Tiger Global Management New York	$2.39B	+$1.67B	1	24.47%	Increased
3	Lone Pine Capital Greenwich, Connecticut	$1.43B	+$114M	1	5.34%	Increased
4	OppenheimerFunds New York	$1.08B	+$112M	1	1.24%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$954M	+$585M	2	0.2%	Increased
6	Jennison Associates New York	$845M	+$782M	1	0.77%	Increased
7	Baillie Gifford & Co Edinburgh, United Kingdom	$609M	+$113M	2	1.09%	Increased
8	Bank of America Charlotte, North Carolina	$540M	-$9.11M	2	0.18%	Reduced
9	Coatue Management New York	$508M	+$111M	1	5.06%	Increased
10	Morgan Stanley New York	$485M	+$39.7M	2	0.17%	Increased
11	ESG Emerging Sovereign Group New York	$432M	-$1.92M	1	15.65%	Reduced
12	Deutsche Bank Frankfurt Am Main Ge, Germany	$423M	+$306M	2	0.27%	Increased
13	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$350M	-$202M	1	2.4%	Reduced
14	Wellcome Trust London, United Kingdom	$340M	+$93.3M	1	6.89%	Increased
15	Artisan Partners Milwaukee, Wisconsin	$320M	+$23.2M	2	0.59%	Increased
16	UBS Group Zurich, Switzerland	$301M	-$37.9M	2	0.2%	Reduced
17	Goldman Sachs New York	$288M	+$206M	2	0.09%	Increased
18	LCG Luxor Capital Group New York	$257M	+$163M	1	4.04%	Increased
19	KDA KPCB DGF Associates Menlo Park, California	$216M	$0	1	49.59%	Maintained
20	CAM Coronation Asset Management Cape Town, South Africa	$213M	+$75.2M	1	9.33%	Increased
21	SCM Steadfast Capital Management New York	$207M	+$57.7M	1	3.06%	Increased
22	Capital Research Global Investors Los Angeles, California	$206M	+$200M	2	0.07%	Increased
23	GGHC Gilder Gagnon Howe & Co New York	$201M	-$7.97M	2	2.64%	Reduced
24	abrdn Investment Management Edinburgh, United Kingdom	$199M	+$313K	1	0.84%	Increased
25	Bank of Montreal Toronto, Ontario, Canada	$198M	+$71.3M	1	0.23%	Increased