PCM
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Palestra Capital Management’s Coupang CPNG Stock Holding History

Palestra 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
Q2 		$118M Buy
6,771,181
+699,144
+12% +$12.6M 3.99% 11
2026
Q1 		$115M Buy
+6,072,037
New +$119M 4.47% 14
2025
Q4 		– Sell
-3,612,344
Closed -$116M – 30
2025
Q3 		$116M Sell
3,612,344
-857,604
-19% -$25.9M 3.75% 12
2025
Q2 		$134M Buy
+4,469,948
New +$115M 3.89% 12

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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
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

Palestra Capital Management's CPNG Position: Q2 2026 in Review

Palestra Capital Management increased its Coupang (CPNG) stake by 12% in Q2 2026, buying an estimated $12.6M and bringing the position to 6,771,181 shares worth $118M. The position accounts for 3.99% of the portfolio, ranked #11.

Palestra Capital Management first reported a position in CPNG in Q2 2025 and has held it in 4 quarters since. The position peaked at $134M in Q2 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • Palestra Capital Management held 6,771,181 shares of Coupang worth $118M as of Q2 2026.
  • Palestra Capital Management bought 699,144 Coupang shares in Q2 2026, an estimated $12.6M.
  • Coupang made up 3.99% of Palestra Capital Management's portfolio in Q2 2026, its #11 holding.
  • Palestra Capital Management first reported a position in Coupang in Q2 2025 and has held it in 4 quarters since.
  • Palestra Capital Management's Coupang position peaked at $134M in Q2 2025.
  • 589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

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