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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
$2.99B -$206M 1 61.1% Reduced
2
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.16B -$3.05M 2 0.73% Reduced
3
Dodge & Cox
Dodge & Cox
California
$1.14B +$109M 1 1.08% Increased
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$921M -$725K 2 1.44% Reduced
5
Tiger Global Management
Tiger Global Management
New York
$873M -$254M 1 12.58% Reduced
6
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$739M -$31.8M 1 5.17% Reduced
7
Viking Global Investors
Viking Global Investors
Connecticut
$711M +$115M 1 3.07% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$539M +$29.5M 2 0.13% Increased
9
Morgan Stanley
Morgan Stanley
New York
$423M +$35.9M 2 0.14% Increased
10
TI
TRG Investments
Virginia
$417M $0 1 63.75% Maintained
11
Vanguard Group
Vanguard Group
Pennsylvania
$364M +$17.1M 2 0.02% Increased
12
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$353M +$49.7M 2 0.07% Increased
13
State Street
State Street
Massachusetts
$353M +$11.6M 2 0.04% Increased
14
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$334M $0 1 36.33% Maintained
15
Generation Investment Management
Generation Investment Management
United Kingdom
$329M +$33.9M 1 3.56% Increased
16
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$324M -$69.9M 1 14.24% Reduced
17
Invesco
Invesco
Georgia
$323M +$44.5M 2 0.11% Increased
18
Coatue Management
Coatue Management
New York
$316M -$183M 1 3.87% Reduced
19
Sculptor Capital
Sculptor Capital
New York
$316M -$44.4M 1 1.8% Reduced
20
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$305M -$307M 2 0.06% Reduced
21
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$300M +$7.14M 2 0.05% Increased
22
CFM
Coronation Fund Managers
South Africa
$284M +$21.6M 1 10.41% Increased
23
BlackRock Group
BlackRock Group
United Kingdom
$266M -$33.1M 2 0.13% Reduced
24
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$251M +$1.87M 1 1.91% Increased
25
Fisher Asset Management
Fisher Asset Management
Washington
$251M +$35.8M 1 0.44% Increased