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CPNG Coupang

Consumer Discretionary, filed as COUPANG INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 4

  • 15 Owners
  • #42
  • Max 6.9%
  • Master 0.18%
  • $3B
  • 2 new 3 add 3 reduce 1 exit 4 small

In 2026 Q2, 2 managers opened positions, 3 added, 3 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 6.9% (Dennis Hong, Shawspring Partners). Not free-float ownership.

  1. Dennis Hong Add 6.9%
  2. Estuary Capital Management New 6.2%
  3. David Abrams 4.1%
  4. Glen Kacher Add 3.9%
  5. Chase Coleman Add 2.6%
  6. Ning Jin New 1.6%

Who owns CPNG

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 0.66% Small add +0.3% 72,194,220 $1.3B History
Chase Coleman, Tiger Global Management 2.6% Add +5.4% 36,467,972 $633M History
Bill Nygren / Oakmark, Harris Associates L P 0.33%, was 0.25% Add +43.2% 14,296,823 $248M History
David Abrams, Abrams Capital Management 4.1% Hold 13,017,964 $226M History
Dan Sundheim, D1 Capital Partners 0.51%, was 2.0% Reduce −11.4% 10,292,141 $179M History
Gates Foundation Trust 0.47% Hold 9,248,045 $161M History
Henry Ellenbogen, Durable Capital Partners 0.66%, was 2.5% Reduce −69.8% 3,881,925 $67M History
Ron Baron, Bamco Inc. (Baron Capital) 0.07%, was 0.16% Small trim −1.1% 2,779,552 $48M History
Stanley Druckenmiller, Duquesne Family Office 0.89% Hold 2,667,485 $46M History
Ning Jin, Avantyr Capital Partners 1.6% New 1.6% 2,429,000 $42M History
Estuary Capital Management 6.2% New 6.2% 2,115,218 $37M History
Glen Kacher, Light Street Capital Management 3.9%, was 3.7% Add +92.5% 2,025,000 $35M History
Dennis Hong, Shawspring Partners 6.9%, was 6.4% Small add +1.5% 920,068 $16M History
Bill Miller, Miller Value Partners 0.26% Small add +2.6% 64,124 $1.1M History
George Soros, Soros Fund Management 0.01%, was 0.02% Reduce −64.2% 26,154 $454K History
Marc Stad, Dragoneer Investment Group exited 2026 Q2 Last 2026 Q1 17.5% Exit −17.52% 27,852,856 $526M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CPNG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CPNG insider trades
  • $137M bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Neil Mehta Director
    Buy
    $137M 7,350,104 shares at $18.58 +15% to stake
    Traded Mar 11–13 Filed Mar 13

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants and 6 sales to cover taxes.

Congress

1 member of Congress traded CPNG in the last three years: 1 buy and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Jonathan L. Jackson D-IL-1Joint Sell $15K–$50K Jan 22 filed Feb 23
  2. Jonathan L. Jackson D-IL-1Joint Buy $15K–$50K Jul 3, 2024 filed Aug 12, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
10-Q
8-K 2.02,9.01
8-K 5.07
8-K 8.01
DEFA14A
8-K/A 5.02
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
DEF 14A
DEFA14A DEFA 14A
8-K 2.02,9.01
10-K
8-K 5.02
8-K/A 1.05,7.01,9.01
8-K 1.05
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.38B $30.27B $34.53B
Gross profit * $6.19B $8.83B $10.14B
Gross margin * 25.4% 29.2% 29.4%
Net income $1.36B $0.154B $0.208B
Net margin * 5.6% 0.5% 0.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $7.89B $8.99B $9.69B
Total non-current assets * $5.45B $6.35B $8.1B
Total assets $13.35B $15.34B $17.79B
Total current liabilities $6.94B $7.72B $9.36B
Total non-current liabilities * $2.3B $3.45B $3.81B
Total equity $4.09B — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.65B $1.89B $1.77B
Cash from investing -$0.927B -$0.819B -$1.25B
Cash from financing $199M -$69M -$247M
Net change in cash $1.91B $0.434B $0.381B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.