John Overdeck’s Coupang CPNG Stock Holding History

John Overdeck’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	$42.8M	Buy	2,464,743 +2,210,743	+870%	+$39.9M	0.03%	631
2026 Q1	$4.8M	Sell	254,000 -1,294,622	-84%	-$25.3M	﹤0.01%	2012
2025 Q4	$36.5M	Sell	1,548,622 -3,566,912	-70%	-$101M	0.05%	453
2025 Q3	$165M	Sell	5,115,534 -2,126,715	-29%	-$64.3M	0.25%	115
2025 Q2	$217M	Buy	7,242,249 +6,061,224	+513%	+$155M	0.38%	49
2025 Q1	$25.9M	Buy	1,181,025 +279,819	+31%	+$6.5M	0.06%	403
2024 Q4	$19.8M	Buy	901,206 +772,417	+600%	+$19M	0.04%	479
2024 Q3	$3.16M	Sell	128,789 -20,311	-14%	-$452K	0.01%	1359
2024 Q2	$3.12M	Buy	+149,100	New	+$3.23M	0.01%	1257
2021 Q2	–	Sell	-27,600	Closed	-$1.36M	–	4114
2021 Q1	$1.36M	Buy	+27,600	New	+$1.28M	﹤0.01%	2034

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

John Overdeck's CPNG Position: Q2 2026 in Review

John Overdeck increased its Coupang (CPNG) stake by 870% in Q2 2026, buying an estimated $39.9M and bringing the position to 2,464,743 shares worth $42.8M. The position accounts for 0.03% of the portfolio, ranked #631.

John Overdeck first reported a position in CPNG in Q1 2021 and has held it in 10 quarters since. The position peaked at $217M in Q2 2025. 587 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

John Overdeck held 2,464,743 shares of Coupang worth $42.8M as of Q2 2026.
John Overdeck bought 2,210,743 Coupang shares in Q2 2026, an estimated $39.9M.
Coupang made up 0.03% of John Overdeck's portfolio in Q2 2026, its #631 holding.
John Overdeck first reported a position in Coupang in Q1 2021 and has held it in 10 quarters since.
John Overdeck's Coupang position peaked at $217M in Q2 2025.
587 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.