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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
$6.61B $0 1 72.44% Maintained
2
BlackRock
BlackRock
New York
$2.92B +$327M 5 0.11% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.89B +$877M 4 0.32% Increased
4
Tiger Global Management
Tiger Global Management
New York
$2.84B +$267M 3 15.68% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.76B +$1.03B 4 0.09% Increased
6
Public Investment Fund
Public Investment Fund
Saudi Arabia
$2.17B $0 1 99.25% Maintained
7
Viking Global Investors
Viking Global Investors
Connecticut
$1.97B +$492M 3 9.21% Increased
8
Morgan Stanley
Morgan Stanley
New York
$1.96B +$899M 5 0.46% Increased
9
Invesco
Invesco
Georgia
$1.18B +$7.69M 4 0.37% Increased
10
State Street
State Street
Massachusetts
$1.1B +$236M 5 0.08% Increased
11
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B +$338M 4 0.22% Increased
12
HA
HHLR Advisors
Cayman Islands
$1.05B -$300M 3 13.12% Reduced
13
Capital World Investors
Capital World Investors
California
$1.04B +$518M 2 0.23% Increased
14
Norges Bank
Norges Bank
Norway
$885M +$196M 4 0.25% Increased
15
Dodge & Cox
Dodge & Cox
California
$736M -$203K 1 0.56% Reduced
16
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$733M +$5.52M 3 0.71% Increased
17
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$717M -$366M 1 10.57% Reduced
18
Citadel Advisors
Citadel Advisors
Florida
$687M +$572M 4 0.3% Increased
19
Carmignac Gestion
Carmignac Gestion
France
$686M -$60.8M 3 9.16% Reduced
20
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$681M +$77.8M 1 12.17% Increased
21
Dragoneer Investment Group
Dragoneer Investment Group
California
$635M +$2.95M 1 26.36% Increased
22
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$627M +$210M 1 14.02% Increased
23
D1 Capital Partners
D1 Capital Partners
New York
$605M -$82.1M 1 8.89% Reduced
24
Alphabet Inc
Alphabet Inc
California
$590M -$2B 2 35.68% Reduced
25
Sands Capital Management
Sands Capital Management
Virginia
$578M +$307M 1 1.68% Increased