Long Walk Management’s Coupang CPNG Stock Holding History

Long Walk 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 Q2	$34.2M	Sell	1,970,000 -192,500	-9%	-$3.47M	7.76%	5
2026 Q1	$40.8M	Buy	2,162,500 +487,500	+29%	+$9.54M	11.88%	3
2025 Q4	$39.5M	Sell	1,675,000 -1,260,000	-43%	-$35.8M	8.79%	5
2025 Q3	$94.5M	Buy	2,935,000 +413,375	+16%	+$12.5M	19.1%	1
2025 Q2	$75.5M	Buy	2,521,625 +104,125	+4%	+$2.67M	19.12%	1
2025 Q1	$53M	Buy	2,417,500 +1,121,000	+86%	+$26M	17.17%	1
2024 Q4	$28.5M	Buy	1,296,500 +346,500	+36%	+$8.5M	10.2%	4
2024 Q3	$23.3M	Buy	+950,000	New	+$21.1M	9.65%	5

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

Long Walk Management's CPNG Position: Q2 2026 in Review

Long Walk Management reduced its Coupang (CPNG) stake by 8.9% in Q2 2026, selling an estimated $3.47M and leaving 1,970,000 shares worth $34.2M. The position accounts for 7.76% of the portfolio, ranked #5.

Long Walk Management first reported a position in CPNG in Q3 2024 and has held it in 8 quarters since. The position peaked at $94.5M in Q3 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Long Walk Management held 1,970,000 shares of Coupang worth $34.2M as of Q2 2026.
Long Walk Management sold 192,500 Coupang shares in Q2 2026, an estimated $3.47M.
Coupang made up 7.76% of Long Walk Management's portfolio in Q2 2026, its #5 holding.
Long Walk Management first reported a position in Coupang in Q3 2024 and has held it in 8 quarters since.
Long Walk Management's Coupang position peaked at $94.5M in Q3 2025.
589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Long Walk Management's 13F filing for Q2 2026, filed 14 Aug 2026.