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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	$3.27B	+$15.7M	1	71.33%	Increased
2	Tiger Global Management New York	$1.17B	-$410M	1	16.82%	Reduced
3	OppenheimerFunds New York	$836M	-$194M	1	1.11%	Reduced
4	Dodge & Cox San Francisco, California	$779M	+$579M	1	0.76%	Increased
5	Baillie Gifford & Co Edinburgh, United Kingdom	$734M	+$18.4M	2	1.29%	Increased
6	Orbis Allan Gray Hamilton, Bermuda	$679M	+$673M	1	5.51%	New
7	T. Rowe Price Associates Baltimore, Maryland	$617M	-$55.9M	2	0.13%	Reduced
8	Lone Pine Capital Greenwich, Connecticut	$585M	-$129M	1	2.91%	Reduced
9	Coatue Management New York	$566M	+$48M	1	7.06%	Increased
10	Schroder Investment Management Group London, United Kingdom	$534M	+$137M	1	1.1%	Increased
11	Morgan Stanley New York	$440M	-$213M	2	0.17%	Reduced
12	TI TRG Investments Richmond, Virginia	$424M	$0	1	70.51%	Maintained
13	JP Morgan Chase New York	$404M	+$109M	2	0.1%	Increased
14	Viking Global Investors Stamford, Connecticut	$400M	+$396M	1	1.76%	New
15	Sculptor Capital New York	$377M	+$335M	1	1.92%	Increased
16	Jennison Associates New York	$363M	-$2.14M	1	0.38%	Reduced
17	Egerton Capital (UK) London, United Kingdom	$343M	+$76.4M	1	3.26%	Increased
18	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$267M	+$163M	1	36.49%	Increased
19	Wellcome Trust London, United Kingdom	$239M	$0	1	5.28%	Maintained
20	Bank of America Charlotte, North Carolina	$238M	-$169M	2	0.06%	Reduced
21	Invesco Atlanta, Georgia	$223M	+$2.82M	2	0.09%	Increased
22	Caledonia Investments (Australia) Sydney NSW, Australia	$221M	-$9.95M	1	14.15%	Reduced
23	CAM Coronation Asset Management Cape Town, South Africa	$210M	+$25.8M	1	8.72%	Increased
24	Waddell & Reed Financial Overland Park, Kansas	$207M	+$5.99M	2	0.39%	Increased
25	Temasek Holdings Singapore	$194M	+$31.8M	1	1.53%	Increased