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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	SB Investment Advisers (UK) London, United Kingdom	$10.3B	+$9.43B	1	81.09%	New
2	Goldman Sachs New York	$3.72B	+$2.97B	5	1.07%	Increased
3	Alphabet Inc Mountain View, California	$3.71B	+$3.02B	2	70.37%	Increased
4	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.38B	+$3.09B	1	64.62%	New
5	BlackRock New York	$2.73B	+$1.03B	5	0.12%	Increased
6	Fidelity Investments Boston, Massachusetts	$2.42B	+$1.01B	5	0.28%	Increased
7	Tiger Global Management New York	$2.36B	+$139M	3	12.79%	Increased
8	Vanguard Group Malvern, Pennsylvania	$1.98B	+$396M	4	0.07%	Increased
9	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$1.69B	+$1.55B	1	25.45%	New
10	Viking Global Investors Stamford, Connecticut	$1.68B	+$1.24B	3	7.55%	Increased
11	Morgan Stanley New York	$1.38B	+$841M	5	0.37%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$1.15B	+$35.3M	3	1.22%	Increased
13	Invesco Atlanta, Georgia	$1.1B	+$267M	4	0.28%	Increased
14	Dragoneer Investment Group San Francisco, California	$986M	+$897M	1	39.28%	Increased
15	Hillhouse Investment Management Grand Cayman, Cayman Islands	$969M	+$560M	3	30.91%	Increased
16	Caledonia Investments (Australia) Sydney NSW, Australia	$960M	+$41.8M	1	16.56%	Increased
17	ClearBridge Investments New York	$857M	+$353M	2	0.74%	Increased
18	State Street Boston, Massachusetts	$841M	+$188M	5	0.06%	Increased
19	Dodge & Cox San Francisco, California	$767M	-$260M	1	0.62%	Reduced
20	Iconiq Capital San Francisco, California	$738M	+$675M	2	45.77%	Increased
21	Wellington Management Group Boston, Massachusetts	$734M	+$518M	5	0.16%	Increased
22	Norges Bank Oslo, Norway	$692M	+$186M	4	0.21%	Increased
23	D1 Capital Partners New York	$683M	+$242M	1	9.73%	Increased
24	Capital World Investors Los Angeles, California	$671M	+$621M	1	0.16%	New
25	HA HHLR Advisors Grand Cayman, Cayman Islands	$620M	+$20.4M	2	13.86%	Increased