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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	Vanguard Group Malvern, Pennsylvania	$1.84B	+$319M	2	0.08%	Increased
2	BlackRock New York	$1.74B	-$83.4M	3	0.08%	Reduced
3	Tiger Global Management New York	$1.71B	+$49.6M	2	8.9%	Increased
4	Baillie Gifford & Co Edinburgh, United Kingdom	$1.5B	+$66M	3	1.62%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.42B	-$402M	2	0.16%	Reduced
6	Caledonia Investments (Australia) Sydney NSW, Australia	$1.22B	+$34.7M	1	18.67%	Increased
7	JP Morgan Chase New York	$1.1B	-$29.9M	3	0.23%	Reduced
8	Dodge & Cox San Francisco, California	$1.04B	+$193M	1	0.83%	Increased
9	OppenheimerFunds New York	$1.01B	+$316M	2	1.21%	Increased
10	Invesco Atlanta, Georgia	$941M	-$12.2M	3	0.31%	Reduced
11	Hillhouse Investment Management Grand Cayman, Cayman Islands	$826M	-$552M	1	14.08%	Reduced
12	State Street Boston, Massachusetts	$636M	-$3.9M	3	0.05%	Reduced
13	T. Rowe Price Associates Baltimore, Maryland	$625M	-$95.2M	3	0.1%	Reduced
14	Alphabet Inc Mountain View, California	$528M	+$523M	1	44.35%	New
15	Coatue Management New York	$492M	$0	1	4.14%	Maintained
16	Fisher Asset Management Camas, Washington	$416M	-$2.44M	1	0.54%	Reduced
17	RG Riverstone Group Richmond, Virginia	$401M	+$382M	1	51.78%	New
18	Fidelity International Hamilton, Bermuda	$399M	+$103M	2	0.6%	Increased
19	Norges Bank Oslo, Norway	$388M	+$155M	3	0.13%	Increased
20	TI TRG Investments Richmond, Virginia	$385M	$0	1	50.52%	Maintained
21	Orbis Allan Gray Hamilton, Bermuda	$374M	-$256M	1	2.07%	Reduced
22	Wellcome Trust London, United Kingdom	$353M	$0	1	5.67%	Maintained
23	Susquehanna International Group Bala Cynwyd, Pennsylvania	$343M	+$123M	2	0.12%	Increased
24	Morgan Stanley New York	$327M	-$236M	4	0.09%	Reduced
25	PAR Capital Management Boston, Massachusetts	$297M	-$221M	1	3.34%	Reduced