Dorsal Capital Management’s Coupang CPNG Stock Holding History

Dorsal Capital Management’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130M	Sell	7,500,000 -400,000	-5%	-$7.22M	4.61%	11
2026 Q1	$149M	Buy	7,900,000 +650,000	+9%	+$12.7M	5.8%	7
2025 Q4	$171M	Buy	7,250,000 +250,000	+4%	+$7.11M	5.94%	6
2025 Q3	$225M	Sell	7,000,000 -300,000	-4%	-$9.07M	6.02%	6
2025 Q2	$219M	Buy	7,300,000 +300,000	+4%	+$7.69M	5.83%	6
2025 Q1	$154M	Sell	7,000,000 -250,000	-3%	-$5.81M	4.69%	11
2024 Q4	$159M	Buy	7,250,000 +50,000	+0.7%	+$1.23M	3.77%	10
2024 Q3	$177M	Buy	7,200,000 +1,200,000	+20%	+$26.7M	5.48%	8
2024 Q2	$126M	Buy	6,000,000 +1,250,000	+26%	+$27.1M	4.33%	11
2024 Q1	$84.5M	Buy	+4,750,000	New	+$77.7M	2.76%	14

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Dorsal Capital Management's CPNG Position: Q2 2026 in Review

Dorsal Capital Management reduced its Coupang (CPNG) stake by 5.1% in Q2 2026, selling an estimated $7.22M and leaving 7,500,000 shares worth $130M. The position accounts for 4.61% of the portfolio, ranked #11.

Dorsal Capital Management first reported a position in CPNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $225M in Q3 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Dorsal Capital Management held 7,500,000 shares of Coupang worth $130M as of Q2 2026.
Dorsal Capital Management sold 400,000 Coupang shares in Q2 2026, an estimated $7.22M.
Coupang made up 4.61% of Dorsal Capital Management's portfolio in Q2 2026, its #11 holding.
Dorsal Capital Management first reported a position in Coupang in Q1 2024 and has held it in 10 quarters since.
Dorsal Capital Management's Coupang position peaked at $225M in Q3 2025.
589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.