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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	Fidelity Investments Boston, Massachusetts	$1.88B	+$391M	2	0.22%	Increased
2	BlackRock New York	$1.83B	+$37.7M	3	0.09%	Increased
3	Tiger Global Management New York	$1.7B	+$57.5M	2	11.33%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.52B	+$187M	2	0.07%	Increased
5	Hillhouse Investment Management Grand Cayman, Cayman Islands	$1.44B	-$616M	2	25.37%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.41B	+$27.6M	3	1.65%	Increased
7	JP Morgan Chase New York	$1.15B	-$102M	2	0.25%	Reduced
8	Caledonia Investments (Australia) Sydney NSW, Australia	$1.14B	+$8.61M	1	20.93%	Increased
9	Invesco Atlanta, Georgia	$980M	+$35.1M	3	0.37%	Increased
10	Dodge & Cox San Francisco, California	$874M	-$277M	1	0.71%	Reduced
11	OppenheimerFunds New York	$719M	+$308M	2	0.9%	Increased
12	Orbis Allan Gray Hamilton, Bermuda	$657M	-$165M	1	3.75%	Reduced
13	T. Rowe Price Associates Baltimore, Maryland	$653M	-$113M	3	0.1%	Reduced
14	State Street Boston, Massachusetts	$653M	-$43.1M	2	0.06%	Reduced
15	Morgan Stanley New York	$576M	+$128M	3	0.16%	Increased
16	Generation Investment Management London, United Kingdom	$542M	+$14.6M	1	5.28%	Increased
17	Wellington Management Group Boston, Massachusetts	$540M	+$89.4M	2	0.12%	Increased
18	Coatue Management New York	$512M	$0	1	4.23%	Maintained
19	PAR Capital Management Boston, Massachusetts	$504M	$0	1	5.54%	Maintained
20	Fisher Asset Management Camas, Washington	$435M	-$11.1M	1	0.58%	Reduced
21	TI TRG Investments Richmond, Virginia	$401M	-$67.1M	1	51.78%	Reduced
22	Carmignac Gestion Paris, France	$397M	-$130M	3	2.78%	Reduced
23	Wellcome Trust London, United Kingdom	$367M	$0	1	5.52%	Maintained
24	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$322M	+$51.3M	2	0.54%	Increased
25	Northern Trust Chicago, Illinois	$316M	-$1.11M	3	0.08%	Reduced