L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 26 listed it in both
Shares listed
455,652,240
combined, among listed positions
Reported value
$14.7bn
combined, at the quarter end

Among the 95 comparable managers: 14 buyers (opened or added shares) and 16 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Baillie Gifford & Co150,382,707$4.8bn3.59%Trimmed-10,517,20231 Oct 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc61,397,505$2.0bn0.21%Trimmed-3,082,72214 Nov 2025 (the filing on sec.gov)
Dodge & Cox46,947,720$1.5bn0.82%Added+333,20013 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)34,999,219$1.1bn0.06%Added+1,102,51613 Nov 2025 (the filing on sec.gov)
Durable Capital Partners LP24,833,189$800m5.93%Added+89,20714 Nov 2025 (the filing on sec.gov)
Tiger Global Management LLC15,837,579$510m1.58%Added+2,252,00014 Nov 2025 (the filing on sec.gov)
D. E. Shaw & Co.14,868,196$479m0.27%Added+1,418,87314 Nov 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC14,665,691$472m10.43%Trimmed-6,227,76114 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP13,751,626$443m0.45%Added+7,391,38713 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP13,457,799$433m0.99%Trimmed-2,232,04614 Nov 2025 (the filing on sec.gov)
MFS Investment Management11,215,142$361m0.11%Added+318,11529 Oct 2025 (the filing on sec.gov)
Two Sigma Advisers LP10,526,600$339m0.68%Trimmed-1,231,00014 Nov 2025 (the filing on sec.gov)
Altimeter Capital Management LP10,024,584$323m4.26%Trimmed-1,408,11414 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP5,950,752$192munder 0.1%Added+620,80614 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP5,115,534$165m0.25%Trimmed-2,126,71514 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP4,780,237$154m0.10%Added+2,581,21513 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC3,834,268$123m0.16%Trimmed-1,832,40713 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP3,150,578$101m0.17%Trimmed-1,147,08214 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,338,049$75munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Maverick Capital Ltd2,073,752$67m0.89%Trimmed-29,02514 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,608,886$52munder 0.1%Added+57,73727 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,300,000$42munder 0.1%Trimmed-1514 Nov 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC770,752$25m0.29%Trimmed-2,786,81214 Nov 2025 (the filing on sec.gov)
Man Group PLC682,856$22munder 0.1%Added+47214 Nov 2025 (the filing on sec.gov)
PDT Partners LLC433,560$14m0.88%Trimmed-22,19317 Nov 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 →