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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	$6.2B	$0	1	66.84%	Maintained
2	Fidelity Investments Boston, Massachusetts	$3.58B	+$779M	4	0.5%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.87B	+$119M	4	0.12%	Increased
4	Tiger Global Management New York	$2.7B	-$471M	3	16.26%	Reduced
5	BlackRock New York	$2.65B	-$383M	5	0.13%	Reduced
6	Morgan Stanley New York	$2.57B	+$805M	5	0.7%	Increased
7	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.03B	$0	1	20.8%	Maintained
8	Sands Capital Management Arlington, Virginia	$1.63B	+$1.11B	2	5.45%	Increased
9	Viking Global Investors Stamford, Connecticut	$1.55B	-$522M	3	8.09%	Reduced
10	Invesco Atlanta, Georgia	$1.49B	+$149M	4	0.63%	Increased
11	State Street Boston, Massachusetts	$1.26B	+$124M	5	0.11%	Increased
12	JP Morgan Chase New York	$1.13B	+$768M	5	0.27%	Increased
13	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.08B	-$4.76M	4	14.59%	Reduced
14	Wellington Management Group Boston, Massachusetts	$1.04B	+$65.4M	4	0.28%	Increased
15	Baillie Gifford & Co Edinburgh, United Kingdom	$1.03B	+$341M	3	1.12%	Increased
16	Capital World Investors Los Angeles, California	$1B	-$95.8M	2	0.29%	Reduced
17	Norges Bank Oslo, Norway	$931M	-$2.51M	4	0.33%	Reduced
18	Jennison Associates New York	$904M	+$711M	3	1.1%	Increased
19	Altimeter Capital Management Boston, Massachusetts	$870M	+$331M	1	26.1%	Increased
20	D1 Capital Partners New York	$744M	+$47.9M	1	7.7%	Increased
21	Schroder Investment Management Group London, United Kingdom	$720M	+$477M	3	1.54%	Increased
22	Goldman Sachs New York	$647M	+$73.8M	5	0.23%	Increased
23	Coatue Management New York	$633M	+$287M	4	8.02%	Increased
24	Caledonia Investments (Australia) Sydney NSW, Australia	$611M	+$49.1M	1	13.2%	Increased
25	Dragoneer Investment Group San Francisco, California	$598M	+$1.4M	1	26.68%	Increased