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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	$2.45B	-$532M	1	47.6%	Reduced
2	Tiger Global Management New York	$1.44B	+$11.7M	1	14.43%	Increased
3	Fidelity Investments Boston, Massachusetts	$1.32B	+$680M	1	0.17%	Increased
4	Dodge & Cox San Francisco, California	$1.27B	-$15.5M	1	1.08%	Reduced
5	BlackRock New York	$1.12B	+$1.07B	2	0.06%	Increased
6	Viking Global Investors Stamford, Connecticut	$1.03B	-$131M	1	4.57%	Reduced
7	Orbis Allan Gray Hamilton, Bermuda	$788M	+$67M	1	5.39%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$741M	-$62.8M	2	1.08%	Reduced
9	JP Morgan Chase New York	$674M	+$59.5M	2	0.15%	Increased
10	Sculptor Capital New York	$495M	+$96.1M	1	2.82%	Increased
11	TCM Tybourne Capital Management Hong Kong	$472M	+$200M	1	21.13%	Increased
12	Invesco Atlanta, Georgia	$413M	+$41.6M	2	0.14%	Increased
13	TI TRG Investments Richmond, Virginia	$398M	$0	1	57.92%	Maintained
14	Coatue Management New York	$394M	-$1.12M	1	3.8%	Reduced
15	State Street Boston, Massachusetts	$384M	+$7.01M	2	0.03%	Increased
16	SCM Scopia Capital Management New York	$332M	+$44.5M	1	6.13%	Increased
17	Morgan Stanley New York	$331M	+$55.5M	2	0.1%	Increased
18	Vanguard Group Malvern, Pennsylvania	$330M	+$11.7M	2	0.02%	Increased
19	Caledonia Investments (Australia) Sydney NSW, Australia	$315M	+$43.3M	1	12.23%	Increased
20	Fisher Asset Management Camas, Washington	$299M	+$3.76M	1	0.48%	Increased
21	Wellcome Trust London, United Kingdom	$280M	$0	1	5.04%	Maintained
22	Generation Investment Management London, United Kingdom	$278M	-$106M	1	3.05%	Reduced
23	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$276M	-$50.1M	1	22.4%	Reduced
24	CFM Coronation Fund Managers Cape Town, South Africa	$269M	-$38M	1	9.34%	Reduced
25	OppenheimerFunds New York	$263M	-$23M	1	0.32%	Reduced