Invus Financial Advisors’s Coupang CPNG Stock Holding History

Invus Financial Advisors’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
2024 Q2	$6.2M	Sell	295,947 -740,000	-71%	-$16M	6.95%	5
2024 Q1	$18.4M	Sell	1,035,947 -340,000	-25%	-$5.56M	14.65%	3
2023 Q4	$22.3M	Sell	1,375,947 -260,000	-16%	-$4.29M	17.43%	3
2023 Q3	$27.8M	Sell	1,635,947 -310,624	-16%	-$5.59M	17.43%	4
2023 Q2	$33.9M	Sell	1,946,571 -300,000	-13%	-$4.89M	18.11%	2
2023 Q1	$35.9M	Sell	2,246,571 -520,000	-19%	-$8.06M	23.41%	1
2022 Q4	$40.7M	Sell	2,766,571 -280,000	-9%	-$4.94M	21.65%	1
2022 Q3	$50.8M	Hold	3,046,571	–	–	27.88%	1
2022 Q2	$38.8M	Hold	3,046,571	–	–	23.45%	2
2022 Q1	$53.9M	Sell	3,046,571 -118,000	-4%	-$2.52M	23.97%	1
2021 Q4	$93M	Sell	3,164,571 -1,100,000	-26%	-$31M	28.25%	1
2021 Q3	$119M	Sell	4,264,571 -300,000	-7%	-$10.4M	31.82%	1
2021 Q2	$191M	Hold	4,564,571	–	–	38.03%	1
2021 Q1	$225M	Buy	+4,564,571	New	+$211M	51.63%	1

Other funds holding CPNG

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return