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CPNG · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CPNGGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CPNG
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterCPNGGOOG
Q3 2020none listed holders, n.a.47 holders, $73.8bn
Q4 2020none listed holders, n.a.48 holders, $88.6bn
Q1 202114 holders, $9.6bn42 holders, $102bn
Q2 202110 holders, $9.1bn42 holders, $122bn
Q3 202116 holders, $7.8bn44 holders, $128bn
Q4 202111 holders, $8.2bn48 holders, $138bn
Q1 202210 holders, $5.3bn48 holders, $125bn
Q2 20229 holders, $3.5bn46 holders, $93.3bn
Q3 202214 holders, $5.5bn46 holders, $79.3bn
Q4 202218 holders, $4.8bn46 holders, $62.7bn
Q1 202317 holders, $5.3bn48 holders, $65.5bn
Q2 202314 holders, $5.9bn43 holders, $75.1bn
Q3 202316 holders, $5.8bn45 holders, $81.6bn
Q4 202313 holders, $6.1bn45 holders, $82.8bn
Q1 202414 holders, $6.3bn46 holders, $83.4bn
Q2 202416 holders, $7.5bn45 holders, $98.4bn
Q3 202419 holders, $9.3bn48 holders, $86.1bn
Q4 202423 holders, $8.8bn49 holders, $94.5bn
Q1 202527 holders, $9.4bn53 holders, $72.6bn
Q2 202530 holders, $14.2bn50 holders, $77.5bn
Q3 202529 holders, $14.7bn49 holders, $107bn
Q4 202524 holders, $10.4bn54 holders, $152bn
Q1 202620 holders, $7.6bn56 holders, $148bn
Q2 202619 holders, $5.9bn53 holders, $194bn
CPNG

Coupang Inc

Holders
20
Reported value
$7.6bn
Buyers
19
Sellers
26

Breadth -7 among 91 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
56
Reported value
$148bn
Buyers
25
Sellers
34

Breadth -9 among 91 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CPNG (7)

D1 Capital Partners LP, Dragoneer Investment Group LLC, Durable Capital Partners LP, Holocene Advisors LP, Light Street Capital Management LLC, Soros Fund Management LLC, Tiger Global Management LLC

Only GOOG (43)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 18 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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