Tree Line Advisors’s Coupang CPNG Stock Holding History

Tree Line Advisors’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	$67.7M	Buy	3,900,000 +600,000	+18%	+$10.8M	19.29%	3
2026 Q1	$60.3M	Hold	3,300,000	–	–	25.91%	3
2025 Q4	$77.8M	Hold	3,300,000	–	–	17.74%	3
2025 Q3	$108M	Hold	3,300,000	–	–	19.79%	3
2025 Q2	$98.9M	Hold	3,300,000	–	–	25.74%	2
2025 Q1	$72.4M	Hold	3,300,000	–	–	18.06%	2
2024 Q4	$72.5M	Hold	3,300,000	–	–	13.64%	2
2024 Q3	$81M	Hold	3,300,000	–	–	18.82%	2
2024 Q2	$69.1M	Buy	3,300,000 +320,000	+11%	+$6.94M	17.94%	2
2024 Q1	$53M	Hold	2,980,000	–	–	16%	2
2023 Q4	$48.2M	Buy	2,980,000 +980,000	+49%	+$16.2M	20.04%	1
2023 Q3	$34M	Buy	+2,000,000	New	+$36M	14.49%	2

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

Tree Line Advisors's CPNG Position: Q2 2026 in Review

Tree Line Advisors increased its Coupang (CPNG) stake by 18% in Q2 2026, buying an estimated $10.8M and bringing the position to 3,900,000 shares worth $67.7M. The position accounts for 19.29% of the portfolio, ranked #3.

Tree Line Advisors first reported a position in CPNG in Q3 2023 and has held it in 12 quarters since. The position peaked at $108M in Q3 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Tree Line Advisors held 3,900,000 shares of Coupang worth $67.7M as of Q2 2026.
Tree Line Advisors bought 600,000 Coupang shares in Q2 2026, an estimated $10.8M.
Coupang made up 19.29% of Tree Line Advisors's portfolio in Q2 2026, its #3 holding.
Tree Line Advisors first reported a position in Coupang in Q3 2023 and has held it in 12 quarters since.
Tree Line Advisors's Coupang position peaked at $108M in Q3 2025.
589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Tree Line Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.