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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	$2.03B	-$288M	1	34.51%	Reduced
2	Tiger Global Management New York	$1.69B	-$327M	1	13.34%	Reduced
3	BlackRock New York	$1.67B	+$118M	3	0.08%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.53B	-$54.4M	3	0.18%	Reduced
5	JP Morgan Chase New York	$1.18B	+$60.7M	2	0.25%	Increased
6	Vanguard Group Malvern, Pennsylvania	$1.16B	+$254M	2	0.05%	Increased
7	Baillie Gifford & Co Edinburgh, United Kingdom	$1.15B	+$37.6M	3	1.43%	Increased
8	Dodge & Cox San Francisco, California	$1.15B	-$74.6M	1	0.89%	Reduced
9	Invesco Atlanta, Georgia	$970M	+$343M	3	0.35%	Increased
10	Orbis Allan Gray Hamilton, Bermuda	$823M	-$51.9M	1	4.83%	Reduced
11	Caledonia Investments (Australia) Sydney NSW, Australia	$801M	+$28.5M	1	20.22%	Increased
12	State Street Boston, Massachusetts	$652M	-$21M	2	0.05%	Reduced
13	T. Rowe Price Associates Baltimore, Maryland	$623M	+$166M	3	0.1%	Increased
14	Generation Investment Management London, United Kingdom	$541M	+$177M	1	5.24%	Increased
15	Coatue Management New York	$524M	$0	1	4.1%	Maintained
16	TI TRG Investments Richmond, Virginia	$471M	+$448M	1	57.34%	New
17	Fisher Asset Management Camas, Washington	$455M	+$38.7M	1	0.59%	Increased
18	OppenheimerFunds New York	$444M	+$43.1M	2	0.54%	Increased
19	Morgan Stanley New York	$429M	-$146M	4	0.12%	Reduced
20	CFM Coronation Fund Managers Cape Town, South Africa	$406M	+$35.5M	1	12.82%	Increased
21	Carmignac Gestion Paris, France	$403M	+$28.2M	2	2.68%	Increased
22	Wellington Management Group Boston, Massachusetts	$395M	+$187M	2	0.09%	Increased
23	Wellcome Trust London, United Kingdom	$376M	+$1.9M	1	5.68%	Increased
24	PAR Capital Management Boston, Massachusetts	$357M	-$64.1M	1	3.99%	Reduced
25	Temasek Holdings Singapore	$303M	$0	1	1.86%	Maintained