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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
Q2 		$10.1M Hold
579,600
– – 4.88% 7
2026
Q1 		$10.9M Buy
+579,600
New +$11.3M 7.74% 6

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

TFJ Management's CPNG Position: Q2 2026 in Review

TFJ Management increased its Coupang (CPNG) stake by 12% in Q2 2026, buying an estimated $2.03M and bringing the position to 1,086,770 shares worth $18.9M. The position accounts for 9.16% of the portfolio, ranked #5.

TFJ Management first reported a position in CPNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1M in Q3 2025. 590 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • TFJ Management held 1,086,770 shares of Coupang worth $18.9M as of Q2 2026.
  • TFJ Management bought 112,463 Coupang shares in Q2 2026, an estimated $2.03M.
  • Coupang made up 9.16% of TFJ Management's portfolio in Q2 2026, its #5 holding.
  • TFJ Management first reported a position in Coupang in Q4 2024 and has held it in 7 quarters since.
  • TFJ Management's Coupang position peaked at $25.1M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

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