Henry Ellenbogen’s Coupang CPNG Stock Holding History

Henry Ellenbogen’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	$67.4M	Sell	3,881,925 -8,984,881	-70%	-$162M	0.66%	29
2026 Q1	$243M	Sell	12,866,806 -11,586,179	-47%	-$227M	2.5%	18
2025 Q4	$577M	Sell	24,452,985 -380,204	-2%	-$10.8M	5.46%	4
2025 Q3	$800M	Buy	24,833,189 +89,207	+0.4%	+$2.7M	5.93%	2
2025 Q2	$741M	Buy	24,743,982 +1,734,980	+8%	+$44.5M	5.61%	2
2025 Q1	$505M	Sell	23,009,002 -5,627,285	-20%	-$131M	4.51%	3
2024 Q4	$629M	Buy	28,636,287 +3,420,133	+14%	+$83.9M	5.13%	4
2024 Q3	$619M	Buy	25,216,154 +2,688,245	+12%	+$59.8M	4.53%	5
2024 Q2	$472M	Buy	22,527,909 +13,263,264	+143%	+$288M	3.87%	9
2024 Q1	$165M	Buy	+9,264,645	New	+$152M	1.28%	26
2023 Q2	–	Sell	-872,438	Closed	-$14M	–	53
2023 Q1	$14M	Sell	872,438 -2,729,661	-76%	-$42.3M	0.13%	47
2022 Q4	$53M	Sell	3,602,099 -2,222,276	-38%	-$39.2M	0.55%	37
2022 Q3	$97.1M	Buy	5,824,375 +3,075,623	+112%	+$53.2M	1.07%	30
2022 Q2	$35M	Sell	2,748,752 -405,140	-13%	-$5.52M	0.4%	46
2022 Q1	$55.8M	Sell	3,153,892 -6,176,931	-66%	-$132M	0.49%	46
2021 Q4	$274M	Buy	9,330,823 +853,990	+10%	+$24M	2.14%	20
2021 Q3	$236M	Buy	8,476,833 +5,619,691	+197%	+$194M	1.79%	25
2021 Q2	$119M	Hold	2,857,142	–	–	0.88%	38
2021 Q1	$141M	Buy	+2,857,142	New	+$132M	1.19%	29

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

Henry Ellenbogen's CPNG Position: Q2 2026 in Review

Henry Ellenbogen reduced its Coupang (CPNG) stake by 70% in Q2 2026, selling an estimated $162M and leaving 3,881,925 shares worth $67.4M. The position accounts for 0.66% of the portfolio, ranked #29.

Henry Ellenbogen first reported a position in CPNG in Q1 2021 and has held it in 19 quarters since. The position peaked at $800M in Q3 2025. 587 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Henry Ellenbogen held 3,881,925 shares of Coupang worth $67.4M as of Q2 2026.
Henry Ellenbogen sold 8,984,881 Coupang shares in Q2 2026, an estimated $162M.
Coupang made up 0.66% of Henry Ellenbogen's portfolio in Q2 2026, its #29 holding.
Henry Ellenbogen first reported a position in Coupang in Q1 2021 and has held it in 19 quarters since.
Henry Ellenbogen's Coupang position peaked at $800M in Q3 2025.
587 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

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