CPNG in the 13F filings
Coupang Inc · CUSIP 22266T109
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 16 Feb 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 377,412,657
- combined, among listed positions
- Reported value
- $6.1bn
- combined, at the quarter end
Among the 93 comparable managers: 8 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CPNG in Q4 2023
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 145,524,128 shares now+25,843,034
- Viking Global Investors LPexisting position · 15,494,869 shares now+11,132,325
- T. Rowe Price Associates Incexisting position · 59,970,385 shares now+6,618,577
- Dragoneer Investment Group LLCexisting position · 17,312,990 shares now+5,845,573
- Point72 Asset Management LPexisting position · 3,367,340 shares now+1,572,643
Reductions
- Maverick Capital Ltdexisting position · 73,037,344 shares now-4,020,522
- Wellington Management Group LLPexisting position · 27,709,164 shares now-1,722,760
- Capital World Investorsexisting position · 26,830,133 shares now-565,090
- Marshall Wace LLPexisting position · 3,774,788 shares now-309,393
New positions and exits
New (2)
- Quantbot Technologies LP$1.3m
- PDT Partners LLC$803k
Exited (4)
- Whale Rock Capital Management LLCwas $43m
- Man Group PLCwas $34m
- Moore Capital Management LPwas $4.4m
- Tybourne Capital Management HK Ltdwas $1.2m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 14 | $9.6bn | n.a. | n.a. |
| Q2 2021 | 10 | $9.1bn | n.a. | n.a. |
| Q3 2021 | 16 | $7.8bn | n.a. | n.a. |
| Q4 2021 | 11 | $8.2bn | n.a. | n.a. |
| Q1 2022 | 10 | $5.3bn | n.a. | n.a. |
| Q2 2022 | 9 | $3.5bn | n.a. | n.a. |
| Q3 2022 | 14 | $5.5bn | n.a. | n.a. |
| Q4 2022 | 18 | $4.8bn | n.a. | n.a. |
| Q1 2023 | 17 | $5.3bn | n.a. | n.a. |
| Q2 2023 | 14 | $5.9bn | n.a. | n.a. |
| Q3 2023 | 16 | $5.8bn | n.a. | n.a. |
| Q4 2023 | 13 | $6.1bn | 8 | 8 |
| Q1 2024 | 14 | $6.3bn | 10 | 4 |
| Q2 2024 | 16 | $7.5bn | 11 | 4 |
| Q3 2024 | 19 | $9.3bn | 13 | 5 |
| Q4 2024 | 23 | $8.8bn | 15 | 7 |
| Q1 2025 | 27 | $9.4bn | 19 | 10 |
| Q2 2025 | 30 | $14.2bn | 24 | 8 |
| Q3 2025 | 29 | $14.7bn | 14 | 16 |
| Q4 2025 | 24 | $10.4bn | 18 | 28 |
| Q1 2026 | 20 | $7.6bn | 19 | 26 |
| Q2 2026 | 19 | $5.9bn | 23 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CPNG and GOOGL →CPNG and AMZN →CPNG and GOOG →Choose a stock to compare with CPNG →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CPNG, latest filings →Back to the 13F Explorer →