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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)
SB Investment Advisers (UK)
United Kingdom
$6.77B $0 1 78.28% Maintained
2
Goldman Sachs
Goldman Sachs
New York
$2.56B +$13.5M 5 0.74% Increased
3
Alphabet Inc
Alphabet Inc
California
$2.55B $0 2 76.61% Maintained
4
BlackRock
BlackRock
New York
$2.36B +$220M 5 0.1% Increased
5
Public Investment Fund
Public Investment Fund
Saudi Arabia
$2.22B $0 1 52.68% Maintained
6
Tiger Global Management
Tiger Global Management
New York
$2.11B $0 3 11.2% Maintained
7
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B -$218M 5 0.21% Reduced
8
Vanguard Group
Vanguard Group
Pennsylvania
$1.6B +$30.2M 4 0.06% Increased
9
Viking Global Investors
Viking Global Investors
Connecticut
$1.3B -$73.8M 3 6.77% Reduced
10
HA
HHLR Advisors
Cayman Islands
$1.2B +$732M 3 16.5% Increased
11
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$1.11B $0 1 16.36% Maintained
12
Morgan Stanley
Morgan Stanley
New York
$1.05B +$88.3M 5 0.28% Increased
13
Invesco
Invesco
Georgia
$951M -$56.6M 4 0.25% Reduced
14
State Street
State Street
Massachusetts
$767M +$75.3M 5 0.06% Increased
15
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$752M -$168M 3 0.86% Reduced
16
Wellington Management Group
Wellington Management Group
Massachusetts
$739M +$288M 4 0.17% Increased
17
ClearBridge Investments
ClearBridge Investments
New York
$705M +$136M 2 0.62% Increased
18
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$692M $0 1 16.83% Maintained
19
Carmignac Gestion
Carmignac Gestion
France
$663M +$165M 3 8.37% Increased
20
Dragoneer Investment Group
Dragoneer Investment Group
California
$648M $0 1 27.41% Maintained
21
Iconiq Capital
Iconiq Capital
California
$615M +$160M 2 24.85% Increased
22
Dodge & Cox
Dodge & Cox
California
$589M -$134M 1 0.48% Reduced
23
Norges Bank
Norges Bank
Norway
$574M -$15M 4 0.18% Reduced
24
D1 Capital Partners
D1 Capital Partners
New York
$556M -$85.1M 1 7.69% Reduced
25
Coatue Management
Coatue Management
New York
$470M +$154M 3 4.03% Increased