Which funds own CPNG
Coupang, Inc. in the Q2 2026 filings. At least 11 of the 91 current managers on file reported a position, worth $5.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 11
- at least, of 91 current
- Combined value
- $5.3bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 7
- already held
- Trimmed or sold out
- 5
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $110bn book | $1.4bn | 1.2% | 78,743,687 | -$910m-41,912,555 | Trimmed |
| Dodge & Cox Activist · $191bn book | $1.3bn | 0.7% | 72,194,220 | -$106m+186,100 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $876m | 1.4% | 50,439,134 | +$240m+16,769,469 | Added |
| Tiger Global Management LLC Long/short equity · $24.0bn book | $633m | 2.6% | 36,467,972 | -$20m+1,872,565 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $389m | 0.4% | 22,407,576 | +$242m+14,612,667 | Added |
| Harris Associates LP Activist · $75.4bn book | $248m | 0.3% | 14,296,823 | +$60m+4,314,969 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $246m | 0.6% | 14,135,375 | -$97m-4,005,279 | Trimmed |
| D1 Capital Partners LP Long/short equity · $34.8bn book | $179m | 0.5% | 10,292,141 | -$41m-1,319,600 | Trimmed |
| Durable Capital Partners LP Long/short equity · $10.3bn book | $67m | 0.7% | 3,881,925 | -$176m-8,984,881 | Trimmed |
| Light Street Capital Management LLC Long/short equity · $903m book | $35m | 3.9% | 2,025,000 | +$15m+973,043 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $30m | 0.1% | 1,752,960 | +$27m+1,578,810 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Dragoneer Investment Group LLC · Long/short equity$526m held before
Ownership through time
At least 19 of the 95 managers whose filings are on file listed CPNG in Q2 2026, against 14 in Q1 2021. 1 manager fewer than in Q1 2026: 3 started positions; 2 listed it again; 1 sold out, by its own filing; 5 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2021: 14
- Q2 2021: 10
- Q3 2021: 16
- Q4 2021: 11
- Q1 2022: 10
- Q2 2022: 9
- Q3 2022: 14
- Q4 2022: 18
- Q1 2023: 17
- Q2 2023: 14
- Q3 2023: 16
- Q4 2023: 13
- Q1 2024: 14
- Q2 2024: 16
- Q3 2024: 19
- Q4 2024: 23
- Q1 2025: 27
- Q2 2025: 30
- Q3 2025: 29
- Q4 2025: 24
- Q1 2026: 20
- Q2 2026: 19
- Q1 2021: $9.6bn
- Q2 2021: $9.1bn
- Q3 2021: $7.8bn
- Q4 2021: $8.2bn
- Q1 2022: $5.3bn
- Q2 2022: $3.5bn
- Q3 2022: $5.5bn
- Q4 2022: $4.8bn
- Q1 2023: $5.3bn
- Q2 2023: $5.9bn
- Q3 2023: $5.8bn
- Q4 2023: $6.1bn
- Q1 2024: $6.3bn
- Q2 2024: $7.5bn
- Q3 2024: $9.3bn
- Q4 2024: $8.8bn
- Q1 2025: $9.4bn
- Q2 2025: $14.2bn
- Q3 2025: $14.7bn
- Q4 2025: $10.4bn
- Q1 2026: $7.6bn
- Q2 2026: $5.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Artisan Partners LP33,669,665 to 50,439,134 shares+$291m
- Point72 Asset Management LP7,794,909 to 22,407,576 shares+$254m
- Harris Associates LP9,981,854 to 14,296,823 shares+$75m
- Marshall Wace LLPnew: 3,591,049 shares+$62m
- Squarepoint Ops LLCnew: 3,529,187 shares+$61m
Largest decreases, by shares
- Baillie Gifford & Co120,656,242 to 78,743,687 shares-$728m
- Durable Capital Partners LP12,866,806 to 3,881,925 shares-$156m
- Holocene Advisors LP18,140,654 to 14,135,375 shares-$70m
- MFS Investment Management7,620,616 to 4,464,989 shares-$55m
- D1 Capital Partners LP11,611,741 to 10,292,141 shares-$23m
Left it
- Dragoneer Investment Group LLCwas $526m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Baillie Gifford & Co | Q1 2021 | $4.8bn | $1.4bn | |
| Dodge & Cox | Q2 2024 | $1.5bn | $1.3bn | |
| Artisan Partners LP | Q1 2021 | $876m | $876m | |
| Tiger Global Management LLC | Q1 2021 | $653m | $633m | |
| Point72 Asset Management LP | Q2 2023 | $389m | $389m | |
| Harris Associates LP | Q1 2026 | $248m | $248m | |
| Holocene Advisors LP | Q3 2022 | $524m | $246m | |
| Wellington Management Group LLP | Q1 2021 | $901m | $181m | |
| D1 Capital Partners LP | Q1 2026 | $219m | $179m | |
| Millennium Management LLC | Q4 2022 | $128m | $128m | |
| MFS Investment Management | Q1 2025 | $361m | $78m | |
| Durable Capital Partners LP | Q1 2021 | $800m | $67m | |
| Marshall Wace LLP | Q1 2021 | $443m | $62m | |
| Squarepoint Ops LLC | Q2 2025 | $61m | $61m | |
| Balyasny Asset Management LLC | Q4 2021 | $57m | $57m | |
| Maverick Capital Ltd | Q1 2021 | $5.0bn | last listed Q4 2025 | |
| T. Rowe Price Associates Inc | Q1 2021 | $2.0bn | last listed Q1 2026 | |
| Fidelity (FMR LLC) | Q3 2021 | $1.1bn | last listed Q4 2025 | |
| Dragoneer Investment Group LLC | Q3 2023 | $626m | last listed Q1 2026 | |
| Capital World Investors | Q1 2021 | $590m | last listed Q2 2025 | |
| D. E. Shaw & Co. | Q1 2025 | $479m | last listed Q1 2026 | |
| Altimeter Capital Management LP | Q1 2021 | $370m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q2 2024 | $352m | last listed Q4 2025 | |
| Viking Global Investors LP | Q1 2023 | $266m | last listed Q4 2023 | |
| Two Sigma Investments LP | Q4 2024 | $217m | last listed Q4 2025 |
What CPNG is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around CPNG →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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