What smart money is saying about Delivery Hero
1 fund in our archive has pitched Delivery Hero — most recently Greenhaven Road Capital in December 2024.
Delivery Hero SE offers online food ordering and delivery services. It operates approximately in 50 countries in Europe, the Middle East, North Africa, Asia, and the Americas. The company was founded in 2011 and is headquartered in Berlin, Germany.
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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in Delivery Hero — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- TrimmedBaillie Gifford International Concentrated GrowthJune 2026
“These new additions were funded by the reduction of holdings that have continued to perform strongly, TSMC and ASML in particular, as well as Delivery Hero and French luxury business Kering, which has been improving following some difficult years.”
Read the letterDelivery Hero
Fund coverage · 1 thesis
- Greenhaven Road CapitalDecember 2024
Delivery Hero is a promising investment opportunity, as its undervalued core business and strong growth prospects for its Talabat division suggest significant potential for price appreciation.
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