Kontiki Capital Management (HK)’s Coupang CPNG Stock Holding History

Kontiki Capital Management (HK)’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	$227M	Buy	13,050,169 +1,190,858	+10%	+$21.5M	14.87%	2
2026 Q1	$224M	Buy	11,859,311 +4,782,460	+68%	+$93.6M	15.7%	2
2025 Q4	$167M	Buy	7,076,851 +285,153	+4%	+$8.11M	9.7%	6
2025 Q3	$219M	Sell	6,791,698 -1,090,349	-14%	-$33M	11.64%	4
2025 Q2	$236M	Buy	7,882,047 +671,279	+9%	+$17.2M	13.48%	4
2025 Q1	$158M	Buy	7,210,768 +237,300	+3%	+$5.51M	11.38%	4
2024 Q4	$153M	Sell	6,973,468 -853,600	-11%	-$21M	13.36%	4
2024 Q3	$192M	Sell	7,827,068 -567,900	-7%	-$12.6M	15.19%	4
2024 Q2	$176M	Sell	8,394,968 -298,500	-3%	-$6.47M	17.47%	3
2024 Q1	$155M	Buy	8,693,468 +159,900	+2%	+$2.62M	17.05%	4
2023 Q4	$138M	Buy	8,533,568 +287,000	+3%	+$4.74M	16.31%	4
2023 Q3	$140M	Sell	8,246,568 -184,200	-2%	-$3.31M	15.31%	4
2023 Q2	$147M	Sell	8,430,768 -194,100	-2%	-$3.16M	14.65%	4
2023 Q1	$138M	Buy	8,624,868 +198,500	+2%	+$3.08M	13.96%	4
2022 Q4	$124M	Sell	8,426,368 -342,100	-4%	-$6.04M	16.17%	4
2022 Q3	$146M	Buy	8,768,468 +32,400	+0.4%	+$560K	17.81%	2
2022 Q2	$111M	Buy	8,736,068 +7,324,260	+519%	+$99.9M	13.87%	4
2022 Q1	$25M	Buy	+1,411,808	New	+$30.2M	4%	6

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

Kontiki Capital Management (HK)'s CPNG Position: Q2 2026 in Review

Kontiki Capital Management (HK) increased its Coupang (CPNG) stake by 10% in Q2 2026, buying an estimated $21.5M and bringing the position to 13,050,169 shares worth $227M. The position accounts for 14.87% of the portfolio, ranked #2.

Kontiki Capital Management (HK) first reported a position in CPNG in Q1 2022 and has held it in 18 quarters since. The position peaked at $236M in Q2 2025. 587 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Kontiki Capital Management (HK) held 13,050,169 shares of Coupang worth $227M as of Q2 2026.
Kontiki Capital Management (HK) bought 1,190,858 Coupang shares in Q2 2026, an estimated $21.5M.
Coupang made up 14.87% of Kontiki Capital Management (HK)'s portfolio in Q2 2026, its #2 holding.
Kontiki Capital Management (HK) first reported a position in Coupang in Q1 2022 and has held it in 18 quarters since.
Kontiki Capital Management (HK)'s Coupang position peaked at $236M in Q2 2025.
587 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Kontiki Capital Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.