Gavilan Investment Partners’s Coupang CPNG Stock Holding History

Gavilan Investment Partners’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	$25.4M	Hold	1,465,000	–	–	6.2%	10
2026 Q1	$27.7M	Buy	1,465,000 +70,000	+5%	+$1.37M	7.43%	5
2025 Q4	$32.9M	Buy	1,395,000 +130,000	+10%	+$3.7M	7.9%	7
2025 Q3	$40.7M	Buy	1,265,000 +110,000	+10%	+$3.33M	9.1%	4
2025 Q2	$34.6M	Buy	1,155,000 +40,000	+4%	+$1.02M	8.32%	6
2025 Q1	$24.5M	Hold	1,115,000	–	–	6.88%	7
2024 Q4	$24.5M	Buy	1,115,000 +75,000	+7%	+$1.84M	6.8%	7
2024 Q3	$25.5M	Hold	1,040,000	–	–	7.34%	6
2024 Q2	$21.8M	Sell	1,040,000 -255,000	-20%	-$5.53M	6.92%	7
2024 Q1	$23M	Buy	1,295,000 +125,000	+11%	+$2.05M	7.5%	6
2023 Q4	$18.9M	Buy	1,170,000 +329,000	+39%	+$5.43M	7.04%	7
2023 Q3	$14.3M	Buy	841,000 +8,000	+1%	+$144K	6.16%	10
2023 Q2	$14.5M	Buy	833,000 +607	+0.1%	+$9.89K	6.46%	7
2023 Q1	$13.3M	Buy	832,393 +460,526	+124%	+$7.14M	6.87%	7
2022 Q4	$5.47M	Buy	+371,867	New	+$6.56M	5.62%	11

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

Gavilan Investment Partners's CPNG Position: Q2 2026 in Review

Gavilan Investment Partners held its Coupang (CPNG) position steady in Q2 2026 at 1,465,000 shares worth $25.4M. The position accounts for 6.2% of the portfolio, ranked #10.

Gavilan Investment Partners first reported a position in CPNG in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.7M in Q3 2025. 587 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Gavilan Investment Partners held 1,465,000 shares of Coupang worth $25.4M as of Q2 2026.
Gavilan Investment Partners left its Coupang share count unchanged in Q2 2026.
Coupang made up 6.2% of Gavilan Investment Partners's portfolio in Q2 2026, its #10 holding.
Gavilan Investment Partners first reported a position in Coupang in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Coupang position peaked at $40.7M in Q3 2025.
587 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.