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CPNG in the 13F filings

Coupang Inc · CUSIP 22266T109

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 25 listed it in both
Shares listed
449,086,565
combined, among listed positions
Reported value
$10.6bn
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 28 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -15,294,204.

Managers listing CPNG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Baillie Gifford & Co146,122,094$3.4bn2.86%Trimmed-4,260,61323 Jan 2026 (the filing on sec.gov)
Dodge & Cox49,233,320$1.2bn0.63%Added+2,285,60013 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc46,407,946$1.1bn0.12%Trimmed-14,989,55917 Feb 2026 (the filing on sec.gov)
Tiger Global Management LLC26,267,259$620m2.09%Added+10,429,68017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)25,789,205$608munder 0.1%Trimmed-9,210,01417 Feb 2026 (the filing on sec.gov)
Durable Capital Partners LP24,452,985$577m5.46%Trimmed-380,20417 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP22,210,412$524m1.10%Added+8,752,61317 Feb 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC21,576,556$509m11.10%Added+6,910,86517 Feb 2026 (the filing on sec.gov)
Altimeter Capital Management LP15,676,794$370m5.55%Added+5,652,21017 Feb 2026 (the filing on sec.gov)
MFS Investment Management12,132,629$286m0.09%Added+917,48722 Jan 2026 (the filing on sec.gov)
D. E. Shaw & Co.9,276,533$219m0.12%Trimmed-5,591,66317 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP8,640,896$204m0.19%Trimmed-5,110,73013 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP8,227,497$194munder 0.1%Added+2,276,74517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP6,169,358$146m0.16%Added+3,018,78017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP5,725,100$135m0.26%Trimmed-4,801,50017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP5,374,174$127m0.07%Added+593,93713 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd3,029,938$71munder 0.1%Added+691,88917 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,587,825$37munder 0.1%Trimmed-1,236,23119 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,554,380$37m0.06%Trimmed-2,279,88812 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,548,622$37m0.05%Trimmed-3,566,91217 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd1,368,720$32m0.35%Trimmed-705,03213 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,355,900$32munder 0.1%Added+286,83517 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,300,000$31munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,079,680$25munder 0.1%Trimmed-321,81117 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC892,483$21munder 0.1%Trimmed-158,02617 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 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.

New (4)

Exited (9)

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 →