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TFJ Management’s Coupang CPNG Stock Holding History

TFJ 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 		$18.4M Buy
974,307
+130,125
+15% +$2.55M 13.01% 4
2025
Q4 		$19.9M Buy
844,182
+63,582
+8% +$1.81M 14.34% 3
2025
Q3 		$25.1M Hold
780,600
– – 16.93% 2
2025
Q2 		$23.4M Hold
780,600
– – 18.25% 2
2025
Q1 		$17.1M Hold
780,600
– – 16.21% 2
2024
Q4 		$17.2M Buy
+780,600
New +$19.2M 15.45% 2

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

TFJ Management's CPNG Position: Q1 2026 in Review

TFJ Management increased its Coupang (CPNG) stake by 15% in Q1 2026, buying an estimated $2.55M and bringing the position to 974,307 shares worth $18.4M. The position accounts for 13.01% of the portfolio, ranked #4.

TFJ Management first reported a position in CPNG in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.1M in Q3 2025. 599 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

  • TFJ Management held 974,307 shares of Coupang worth $18.4M as of Q1 2026.
  • TFJ Management bought 130,125 Coupang shares in Q1 2026, an estimated $2.55M.
  • Coupang made up 13.01% of TFJ Management's portfolio in Q1 2026, its #4 holding.
  • TFJ Management first reported a position in Coupang in Q4 2024 and has held it in 6 quarters since.
  • TFJ Management's Coupang position peaked at $25.1M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

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