Light Street Capital Management’s Coupang CPNG Stock Holding History

Light Street 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 Q1	$19.9M	Buy	+1,051,957	New	+$20.6M	3.72%	12
2023 Q1	–	Sell	-207,224	Closed	-$3.05M	–	26
2022 Q4	$3.05M	Sell	207,224 -546,603	-73%	-$9.65M	1.14%	19
2022 Q3	$12.6M	Buy	+753,827	New	+$13M	3.2%	16

Other funds holding CPNG

SIAU

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Light Street Capital Management's CPNG Position: Q1 2026 in Review

Light Street Capital Management opened a new position in Coupang (CPNG) in Q1 2026: 1,051,957 shares worth $19.9M. The stake represents 3.72% of the portfolio and ranks #12 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in CPNG as recently as Q4 2022.

Light Street Capital Management first reported a position in CPNG in Q3 2022 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

Light Street Capital Management held 1,051,957 shares of Coupang worth $19.9M as of Q1 2026.
Coupang was a new Light Street Capital Management position in Q1 2026.
Coupang made up 3.72% of Light Street Capital Management's portfolio in Q1 2026, its #12 holding.
Light Street Capital Management first reported a position in Coupang in Q3 2022 and has held it in 3 quarters since.
601 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.