HCM
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HMI Capital Management’s Coupang CPNG Stock Holding History

HMI 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 		$76.7M Sell
4,415,300
-1,465,800
-25% -$26.5M 10.77% 4
2026
Q1 		$111M Sell
5,881,100
-875,000
-13% -$17.1M 14.72% 1
2025
Q4 		$159M Sell
6,756,100
-1,771,400
-21% -$50.4M 13.08% 3
2025
Q3 		$275M Sell
8,527,500
-932,500
-10% -$28.2M 15.85% 2
2025
Q2 		$283M Sell
9,460,000
-1,919,652
-17% -$49.2M 16.09% 2
2025
Q1 		$250M Sell
11,379,652
-282,846
-2% -$6.57M 13.58% 1
2024
Q4 		$256M Buy
11,662,498
+470,000
+4% +$11.5M 12.88% 2
2024
Q3 		$275M Sell
11,192,498
-1,752,399
-14% -$39M 11.38% 1
2024
Q2 		$271M Buy
12,944,897
+2,172,097
+20% +$47.1M 10.32% 2
2024
Q1 		$192M Buy
10,772,800
+8,851,707
+461% +$145M 7.05% 8
2023
Q4 		$31.1M Buy
+1,921,093
New +$31.7M 1.35% 12

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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
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

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

HMI Capital Management reduced its Coupang (CPNG) stake by 25% in Q2 2026, selling an estimated $26.5M and leaving 4,415,300 shares worth $76.7M. The position accounts for 10.77% of the portfolio, ranked #4.

HMI Capital Management first reported a position in CPNG in Q4 2023 and has held it in 11 quarters since. The position peaked at $283M in Q2 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • HMI Capital Management held 4,415,300 shares of Coupang worth $76.7M as of Q2 2026.
  • HMI Capital Management sold 1,465,800 Coupang shares in Q2 2026, an estimated $26.5M.
  • Coupang made up 10.77% of HMI Capital Management's portfolio in Q2 2026, its #4 holding.
  • HMI Capital Management first reported a position in Coupang in Q4 2023 and has held it in 11 quarters since.
  • HMI Capital Management's Coupang position peaked at $283M in Q2 2025.
  • 589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

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