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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	$3.96B	-$413M	1	69.18%	Reduced
2	Tiger Global Management New York	$1.92B	+$61.5M	1	15.46%	Increased
3	OppenheimerFunds New York	$1.26B	+$82.9M	1	1.59%	Increased
4	Lone Pine Capital Greenwich, Connecticut	$871M	-$487M	1	3.72%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$818M	+$229M	2	1.42%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$771M	-$15.4M	2	0.16%	Reduced
7	Morgan Stanley New York	$761M	+$34.4M	2	0.28%	Increased
8	Orbis Holdings Hamilton, Bermuda	$743M	+$94.2M	1	5.82%	Increased
9	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$678M	+$384M	1	2.44%	Increased
10	Coatue Management New York	$630M	+$90.4M	1	6.24%	Increased
11	TI TRG Investments Richmond, Virginia	$516M	+$472M	1	73.89%	New
12	Bank of America Charlotte, North Carolina	$494M	-$20.3M	2	0.12%	Reduced
13	Schroder Investment Management Group London, United Kingdom	$464M	+$375M	1	0.96%	Increased
14	Jennison Associates New York	$445M	-$3.53M	1	0.44%	Reduced
15	Capital Research Global Investors Los Angeles, California	$346M	+$43.3M	1	0.12%	Increased
16	JP Morgan Chase New York	$345M	+$115M	2	0.09%	Increased
17	Egerton Capital (UK) London, United Kingdom	$323M	+$135M	1	3.35%	Increased
18	Wellcome Trust London, United Kingdom	$290M	$0	1	5.79%	Maintained
19	UBS Group Zurich, Switzerland	$285M	+$192K	2	0.18%	Increased
20	Invesco Atlanta, Georgia	$269M	+$26M	2	0.11%	Increased
21	Dodge & Cox San Francisco, California	$237M	+$217M	1	0.23%	New
22	Waddell & Reed Financial Overland Park, Kansas	$225M	-$2.97M	2	0.37%	Reduced
23	Caledonia Investments (Australia) Sydney NSW, Australia	$224M	+$51.4M	1	15.78%	Increased
24	CAM Coronation Asset Management Cape Town, South Africa	$224M	-$3.69M	1	10.5%	Reduced
25	Goldman Sachs New York	$216M	-$60.2M	2	0.07%	Reduced