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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	$8.11B	$0	1	69.64%	Maintained
2	Fidelity Investments Boston, Massachusetts	$6.17B	-$198M	3	0.62%	Reduced
3	BlackRock New York	$6.02B	+$383M	7	0.22%	Increased
4	Tiger Global Management New York	$5.86B	+$184M	4	16.5%	Increased
5	Vanguard Group Malvern, Pennsylvania	$5.52B	+$514M	4	0.18%	Increased
6	Morgan Stanley New York	$4.85B	+$677M	6	0.94%	Increased
7	Sands Capital Management Arlington, Virginia	$4.69B	-$195M	2	10.15%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$4.28B	+$518M	4	0.5%	Increased
9	Capital World Investors Los Angeles, California	$3.8B	-$44.7M	2	0.83%	Reduced
10	JP Morgan Chase New York	$3.61B	-$340M	6	0.61%	Reduced
11	State Street Boston, Massachusetts	$2.71B	+$247M	5	0.19%	Increased
12	Invesco Atlanta, Georgia	$2.69B	-$64.6M	4	0.91%	Reduced
13	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.66B	$0	1	37.69%	Maintained
14	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.97B	+$500M	4	14.93%	Increased
15	Norges Bank Oslo, Norway	$1.96B	-$96.1M	5	0.52%	Reduced
16	Goldman Sachs New York	$1.69B	-$8.42M	6	0.48%	Reduced
17	Baillie Gifford & Co Edinburgh, United Kingdom	$1.64B	-$604M	3	1.13%	Reduced
18	D1 Capital Partners New York	$1.64B	+$45.9M	2	9.6%	Increased
19	Jennison Associates New York	$1.43B	-$341M	3	1.15%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$1.28B	-$138M	4	2.05%	Reduced
21	Coatue Management New York	$1.27B	+$291M	3	6.65%	Increased
22	Nuveen Charlotte, North Carolina	$1.25B	+$154M	5	0.48%	Increased
23	Caledonia Investments (Australia) Sydney NSW, Australia	$1.2B	$0	1	13.58%	Maintained
24	GQG Partners Ft. Lauderdale, Florida	$1.14B	-$38.7M	2	3.89%	Reduced
25	Altimeter Capital Management Boston, Massachusetts	$1.11B	+$16.5M	2	18.7%	Increased