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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
Hillhouse Investment Management
Cayman Islands
$2.62B $0 1 65.91% Maintained
2
Tiger Global Management
Tiger Global Management
New York
$934M $0 1 18.46% Maintained
3
Dodge & Cox
Dodge & Cox
California
$835M +$240M 1 0.82% Increased
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$719M +$47.8M 2 1.28% Increased
5
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$630M +$97.2M 1 4.79% Increased
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$499M -$73.6M 2 0.11% Reduced
7
Viking Global Investors
Viking Global Investors
Connecticut
$478M +$179M 1 2.03% Increased
8
Coatue Management
Coatue Management
New York
$418M -$40.3M 1 5.96% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$404M +$63.6M 2 0.1% Increased
10
TI
TRG Investments
Virginia
$340M $0 1 65.56% Maintained
11
Morgan Stanley
Morgan Stanley
New York
$301M -$113M 2 0.11% Reduced
12
Sculptor Capital
Sculptor Capital
New York
$296M -$6.99M 1 1.7% Reduced
13
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$292M +$15.4M 1 12.51% Increased
14
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$272M +$66.3M 1 37.37% Increased
15
State Street
State Street
Massachusetts
$271M +$171M 2 0.03% Increased
16
OppenheimerFunds
OppenheimerFunds
New York
$260M -$466M 1 0.34% Reduced
17
Vanguard Group
Vanguard Group
Pennsylvania
$258M +$71.7M 2 0.02% Increased
18
BlackRock Group
BlackRock Group
United Kingdom
$245M +$145M 2 0.13% Increased
19
Generation Investment Management
Generation Investment Management
United Kingdom
$238M +$244M 1 2.75% Increased
20
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$235M +$149M 2 0.05% Increased
21
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$230M +$146M 2 0.04% Increased
22
Invesco
Invesco
Georgia
$224M +$50.5M 2 0.08% Increased
23
CFM
Coronation Fund Managers
South Africa
$212M +$241M 1 9.24% New
24
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$210M +$16.4M 2 0.44% Increased
25
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$203M +$206M 1 1.57% Increased