Kerrisdale Advisers’s Coupang CPNG Stock Holding History

Kerrisdale Advisers’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	$759K	Sell	43,693 -106,597	-71%	-$1.92M	0.19%	86
2026 Q1	$2.84M	Buy	150,290 +41,205	+38%	+$807K	1.08%	28
2025 Q4	$2.57M	Hold	109,085	–	–	1.21%	23
2025 Q3	$3.51M	Hold	109,085	–	–	1.82%	19
2025 Q2	$3.27M	Buy	109,085 +22,140	+25%	+$567K	1.7%	16
2025 Q1	$1.91M	Buy	86,945 +5,490	+7%	+$128K	0.8%	28
2024 Q4	$1.79M	Buy	+81,455	New	+$2M	0.6%	35

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

Kerrisdale Advisers's CPNG Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Coupang (CPNG) stake by 71% in Q2 2026, selling an estimated $1.92M and leaving 43,693 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #86.

Kerrisdale Advisers first reported a position in CPNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q3 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Kerrisdale Advisers held 43,693 shares of Coupang worth $759K as of Q2 2026.
Kerrisdale Advisers sold 106,597 Coupang shares in Q2 2026, an estimated $1.92M.
Coupang made up 0.19% of Kerrisdale Advisers's portfolio in Q2 2026, its #86 holding.
Kerrisdale Advisers first reported a position in Coupang in Q4 2024 and has held it in 7 quarters since.
Kerrisdale Advisers's Coupang position peaked at $3.51M in Q3 2025.
589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.