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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	$2.62B	-$453M	1	40.44%	Reduced
2	Tiger Global Management New York	$1.71B	-$93.3M	1	14.83%	Reduced
3	Fidelity Investments Boston, Massachusetts	$1.58B	-$75.2M	1	0.2%	Reduced
4	BlackRock New York	$1.45B	+$18.8M	2	0.08%	Increased
5	Dodge & Cox San Francisco, California	$1.28B	-$305M	1	1.08%	Reduced
6	JP Morgan Chase New York	$954M	+$94.4M	2	0.22%	Increased
7	Baillie Gifford & Co Edinburgh, United Kingdom	$922M	-$29.2M	2	1.24%	Reduced
8	Orbis Allan Gray Hamilton, Bermuda	$914M	-$76.5M	1	5.74%	Reduced
9	Invesco Atlanta, Georgia	$530M	+$8.87M	2	0.16%	Increased
10	Morgan Stanley New York	$503M	+$78.9M	2	0.15%	Increased
11	TI TRG Investments Richmond, Virginia	$502M	$0	1	57.04%	Maintained
12	Coatue Management New York	$493M	-$3.49M	1	4.44%	Reduced
13	State Street Boston, Massachusetts	$473M	-$14M	2	0.04%	Reduced
14	Vanguard Group Malvern, Pennsylvania	$436M	+$5.34M	2	0.02%	Increased
15	Caledonia Investments (Australia) Sydney NSW, Australia	$432M	+$13.7M	1	11.87%	Increased
16	TCM Tybourne Capital Management Hong Kong	$424M	-$164M	1	18.93%	Reduced
17	Fidelity International Hamilton, Bermuda	$403M	+$115M	2	1.16%	Increased
18	Fisher Asset Management Camas, Washington	$400M	+$21.6M	1	0.6%	Increased
19	Sculptor Capital New York	$380M	-$235M	1	2.01%	Reduced
20	T. Rowe Price Associates Baltimore, Maryland	$372M	+$116M	2	0.07%	Increased
21	CFM Coronation Fund Managers Cape Town, South Africa	$358M	+$17.8M	1	11.03%	Increased
22	Viking Global Investors Stamford, Connecticut	$358M	-$909M	1	2.41%	Reduced
23	Wellcome Trust London, United Kingdom	$353M	$0	1	6.01%	Maintained
24	OppenheimerFunds New York	$333M	+$1.52M	1	0.41%	Increased
25	PAR Capital Management Boston, Massachusetts	$293M	$0	1	3.29%	Maintained