L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 17 listed it in both
Shares listed
426,907,560
combined, among listed positions
Reported value
$8.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 26 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -16,453,905.

Managers listing CPNG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Baillie Gifford & Co120,656,242$2.3bn2.33%Trimmed-25,465,8528 May 2026 (the filing on sec.gov)
Dodge & Cox72,008,120$1.4bn0.75%Added+22,774,80014 May 2026 (the filing on sec.gov)
Tiger Global Management LLC34,595,407$653m2.86%Added+8,328,14815 May 2026 (the filing on sec.gov)
Artisan Partners LP33,669,665$636m1.02%Newnew13 May 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC27,852,856$526m17.52%Added+6,276,30015 May 2026 (the filing on sec.gov)
Holocene Advisors LP18,140,654$342m0.83%Trimmed-4,069,75815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)16,535,016$312munder 0.1%Trimmed-9,254,18915 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc15,835,210$299munder 0.1%Trimmed-30,572,73615 May 2026 (the filing on sec.gov)
Durable Capital Partners LP12,866,806$243m2.50%Trimmed-11,586,17915 May 2026 (the filing on sec.gov)
D1 Capital Partners LP11,611,741$219m1.95%Newnew15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP11,264,138$213munder 0.1%Added+3,036,64115 May 2026 (the filing on sec.gov)
Harris Associates LP9,981,854$188m0.25%Newnew15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP7,794,909$147m0.19%Added+1,625,55115 May 2026 (the filing on sec.gov)
MFS Investment Management7,620,616$144munder 0.1%Trimmed-4,512,01314 May 2026 (the filing on sec.gov)
Millennium Management LLC5,787,322$109munder 0.1%Added+4,707,64215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.5,122,598$97m0.06%Trimmed-4,153,93515 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP4,630,410$87munder 0.1%Trimmed-743,76414 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,125,027$40munder 0.1%Added+769,12715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,044,005$39munder 0.1%Added+1,151,52215 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,589,414$30munder 0.1%Added+1,548,27312 May 2026 (the filing on sec.gov)
Invesco Ltd1,368,704$26munder 0.1%Trimmed-219,12112 May 2026 (the filing on sec.gov)
Light Street Capital Management LLC1,051,957$20m3.72%Newnew15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC904,682$17munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP441,204$10munder 0.1%Added+33,23015 May 2026 (the filing on sec.gov)
Man Group PLC505,895$9.6munder 0.1%Trimmed-234,77115 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 19 in Q2 2026

Tracked managers listing it, at least.

0102030202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CPNG by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202114$9.6bnn.a.n.a.
Q2 202110$9.1bnn.a.n.a.
Q3 202116$7.8bnn.a.n.a.
Q4 202111$8.2bnn.a.n.a.
Q1 202210$5.3bnn.a.n.a.
Q2 20229$3.5bnn.a.n.a.
Q3 202214$5.5bnn.a.n.a.
Q4 202218$4.8bnn.a.n.a.
Q1 202317$5.3bnn.a.n.a.
Q2 202314$5.9bnn.a.n.a.
Q3 202316$5.8bnn.a.n.a.
Q4 202313$6.1bn88
Q1 202414$6.3bn104
Q2 202416$7.5bn114
Q3 202419$9.3bn135
Q4 202423$8.8bn157
Q1 202527$9.4bn1910
Q2 202530$14.2bn248
Q3 202529$14.7bn1416
Q4 202524$10.4bn1828
Q1 202620$7.6bn1926
Q2 202619$5.9bn2318

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 →