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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	$3.56B	-$183M	1	72.38%	Reduced
2	Tiger Global Management New York	$1.5B	-$366M	1	18.46%	Reduced
3	Lone Pine Capital Greenwich, Connecticut	$1.13B	+$46.4M	1	4.62%	Increased
4	OppenheimerFunds New York	$941M	+$126M	1	1.27%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$681M	-$33.3M	2	0.15%	Reduced
6	Morgan Stanley New York	$608M	+$271M	2	0.22%	Increased
7	Orbis Holdings Hamilton, Bermuda	$517M	+$574M	1	4.4%	New
8	Baillie Gifford & Co Edinburgh, United Kingdom	$489M	+$30M	2	0.96%	Increased
9	Coatue Management New York	$429M	+$45.4M	1	4.82%	Increased
10	Bank of America Charlotte, North Carolina	$422M	+$12.1M	2	0.1%	Increased
11	Jennison Associates New York	$362M	-$314M	1	0.37%	Reduced
12	Deutsche Bank Frankfurt Am Main Ge, Germany	$353M	+$33.7M	2	0.27%	Increased
13	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$251M	-$17.4M	1	2.31%	Reduced
14	Capital Research Global Investors Los Angeles, California	$241M	+$92.1M	1	0.09%	Increased
15	Wellcome Trust London, United Kingdom	$235M	-$28.3M	1	5.19%	Reduced
16	UBS Group Zurich, Switzerland	$230M	+$779K	2	0.16%	Increased
17	Goldman Sachs New York	$227M	+$8.67M	2	0.08%	Increased
18	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$209M	+$206M	1	0.72%	Increased
19	LCG Luxor Capital Group New York	$205M	+$25.8M	1	4.7%	Increased
20	Waddell & Reed Financial Overland Park, Kansas	$201M	+$94.1M	2	0.33%	Increased
21	Invesco Atlanta, Georgia	$194M	+$190M	2	0.08%	Increased
22	JP Morgan Chase New York	$187M	+$45.7M	2	0.05%	Increased
23	CAM Coronation Asset Management Cape Town, South Africa	$184M	+$23.9M	1	9.87%	Increased
24	Caledonia Investments (Australia) Sydney NSW, Australia	$177M	+$60.3M	1	13.11%	Increased
25	SCM Steadfast Capital Management New York	$166M	+$8.62M	1	3.32%	Increased