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
| $20.3B | +$10.1B | 2 | 81.85% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $9.1B | +$1.07B | 5 | 0.81% | Increased |
|
| 3 |
Morgan Stanley
New York
| $8.64B | +$2.03B | 8 | 1.33% | Increased |
|
| 4 |
Tiger Global Management
New York
| $8.02B | +$953M | 5 | 20.54% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.81B | +$2.33B | 7 | 0.8% | Increased |
|
| 6 |
BlackRock
New York
| $7.44B | +$113M | 7 | 0.24% | Increased |
|
| 7 |
SC US (TTGP)
Menlo Park,
California
| $7.43B | +$8.3B | 1 | 44.38% | New |
|
| 8 |
Sands Capital Management
Arlington,
Virginia
| $7.2B | +$1.09B | 3 | 13.67% | Increased |
|
| 9 |
Vanguard Group
Malvern,
Pennsylvania
| $7.2B | +$359M | 6 | 0.21% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $5.15B | +$145M | 3 | 0.99% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $4.54B | +$45.9M | 7 | 0.67% | Increased |
|
| 12 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.71B | $0 | 1 | 29.08% | Maintained |
|
| 13 |
Coatue Management
New York
| $3.36B | +$1.82B | 4 | 12.55% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $3.28B | +$156M | 7 | 0.95% | Increased |
|
| 15 |
State Street
Boston,
Massachusetts
| $3.23B | -$87.7M | 7 | 0.2% | Reduced |
|
| 16 |
Wellcome Trust
London,
United Kingdom
| $2.5B | +$2.06B | 2 | 25.55% | Increased |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.38B | +$329M | 4 | 1.33% | Increased |
|
| 18 |
Jennison Associates
New York
| $2.35B | +$331M | 2 | 1.68% | Increased |
|
| 19 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $2.32B | +$1.84B | 2 | 48.82% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $2.32B | -$102M | 6 | 0.54% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $2.13B | +$55.1M | 7 | 0.55% | Increased |
|
| 22 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
| $1.99B | -$359M | 5 | 15.85% | Reduced |
|
| 23 |
Schroder Investment Management Group
London,
United Kingdom
| $1.9B | +$337M | 3 | 2.68% | Increased |
|
| 24 |
D1 Capital Partners
New York
| $1.8B | -$48.7M | 1 | 8.52% | Reduced |
|
| 25 |
Altimeter Capital Management
Boston,
Massachusetts
| $1.53B | -$8.44M | 3 | 14.13% | Reduced |
|