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LTS One Management’s Coupang CPNG Stock Holding History

LTS One 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 		$11.7M Buy
+618,550
New +$12.1M 4.89% 12
2025
Q3 		– Sell
-575,000
Closed -$17.2M – 15
2025
Q2 		$17.2M Sell
575,000
-335,000
-37% -$8.58M 4.16% 15
2025
Q1 		$20M Buy
910,000
+40,000
+5% +$929K 5.96% 9
2024
Q4 		$19.1M Buy
+870,000
New +$21.4M 5.33% 12

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Artisan Partners
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

LTS One Management's CPNG Position: Q1 2026 in Review

LTS One Management opened a new position in Coupang (CPNG) in Q1 2026: 618,550 shares worth $11.7M. The stake represents 4.89% of the portfolio and ranks #12 among its holdings. This is a return to the name: LTS One Management previously reported a position in CPNG as recently as Q2 2025.

LTS One Management first reported a position in CPNG in Q4 2024 and has held it in 4 quarters since. The position peaked at $20M in Q1 2025. 601 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

  • LTS One Management held 618,550 shares of Coupang worth $11.7M as of Q1 2026.
  • Coupang was a new LTS One Management position in Q1 2026.
  • Coupang made up 4.89% of LTS One Management's portfolio in Q1 2026, its #12 holding.
  • LTS One Management first reported a position in Coupang in Q4 2024 and has held it in 4 quarters since.
  • LTS One Management's Coupang position peaked at $20M in Q1 2025.
  • 601 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on LTS One Management's 13F filing for Q1 2026, filed 14 May 2026.