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← All themes E-Commerce

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

Fund Trends Fund Holders Stocks
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2
# Name Funds
holding
Growth Growth % Fund
value
1
UBER icon
1
Uber
UBER
$144B
2,440 -11 -0.4% $122B
2
DASH icon
2
DoorDash
DASH
$82.7B
1,047 +29 +3% $70.7B
3
SE icon
3
Sea Limited
SE
$59.1B
781 +28 +4% $36.1B
4
CART icon
4
Maplebear
CART
$12.1B
501 +32 +7% $9.18B
5
GRAB icon
5
Grab
GRAB
$12B
487 -14 -3% $11.7B
6
JD icon
6
JD.com
JD
$36.7B
426 +16 +4% $5.02B
7
SERV icon
7
Serve Robotics
SERV
$293M
195 -3 -2% $213M
8
FLX icon
8
BingEx Ltd
FLX
$109M
19 +2 +12% $15.1M
9
ASAP
9
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
1 0 0% –
10
QH
10
Quhuo Ltd
QH
$9.44M
0 -8 -100% $0
11
DADA
11
DELISTED
Dada Nexus
DADA
– – – –
12
GRUB
12
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– – – –
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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