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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	$2.47B	-$461M	1	55.04%	Reduced
2	Tiger Global Management New York	$1.16B	+$321M	1	14.51%	Increased
3	Dodge & Cox San Francisco, California	$1.05B	-$65.6M	1	0.93%	Reduced
4	Viking Global Investors Stamford, Connecticut	$959M	+$272M	1	4.36%	Increased
5	Baillie Gifford & Co Edinburgh, United Kingdom	$748M	-$119M	2	1.23%	Reduced
6	Orbis Allan Gray Hamilton, Bermuda	$587M	-$138M	1	4.21%	Reduced
7	JP Morgan Chase New York	$530M	+$14.7M	2	0.13%	Increased
8	Fidelity Investments Boston, Massachusetts	$488M	+$287M	1	0.07%	Increased
9	Vanguard Group Malvern, Pennsylvania	$331M	+$2.33M	2	0.02%	Increased
10	BlackRock Fund Advisors San Francisco, California	$331M	-$4.46M	2	0.06%	Reduced
11	TI TRG Investments Richmond, Virginia	$326M	-$83.4M	1	58.02%	Reduced
12	State Street Boston, Massachusetts	$324M	-$13.5M	2	0.03%	Reduced
13	Coatue Management New York	$323M	+$15.4M	1	3.83%	Increased
14	Sculptor Capital New York	$322M	+$14.1M	1	2.25%	Increased
15	Generation Investment Management London, United Kingdom	$320M	-$1.24M	1	3.66%	Reduced
16	Caledonia Investments (Australia) Sydney NSW, Australia	$316M	+$33.8M	1	12.94%	Increased
17	Invesco Atlanta, Georgia	$302M	-$12.8M	2	0.1%	Reduced
18	BlackRock Institutional Trust San Francisco, California	$279M	-$4.96M	2	0.04%	Reduced
19	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$269M	-$57.9M	1	31.46%	Reduced
20	CFM Coronation Fund Managers Cape Town, South Africa	$253M	-$24M	1	9.27%	Reduced
21	BlackRock Group London, United Kingdom	$245M	-$14.6M	2	0.12%	Reduced
22	Fisher Asset Management Camas, Washington	$241M	-$2.97M	1	0.42%	Reduced
23	Morgan Stanley New York	$239M	-$168M	2	0.08%	Reduced
24	OppenheimerFunds New York	$238M	+$11.7M	2	0.3%	Increased
25	SCM Scopia Capital Management New York	$233M	+$12M	1	4.41%	Increased