Lee Ainslie's CPNG Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.37 M shares of Coupang, Inc. (CPNG) worth $32.29 M, representing 0.35% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CPNG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 5.26 M shares. Largest reduction occurred in Q2 2024, reducing 25 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Coupang (CPNG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coupang (CPNG) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -705,032 | Reduce 34.00% | 1.37 M | $23.59 |
| Q3 2025 | -29,025 | Reduce 1.38% | 2.07 M | $32.20 |
| Q2 2025 | -76,418 | Reduce 3.51% | 2.1 M | $29.96 |
| Q1 2025 | -1.91 M | Reduce 46.73% | 2.18 M | $21.93 |
| Q4 2024 | -5.88 M | Reduce 58.98% | 4.09 M | $21.98 |
| Q3 2024 | -19.28 M | Reduce 65.90% | 9.97 M | $24.55 |
| Q2 2024 | -25 M | Reduce 46.08% | 29.25 M | $20.95 |
| Q1 2024 | -18.78 M | Reduce 25.71% | 54.26 M | $17.79 |
| Q4 2023 | -4.02 M | Reduce 5.22% | 73.04 M | $16.19 |
| Q3 2023 | -2.46 M | Reduce 3.09% | 77.06 M | $17.00 |
| Q2 2023 | +5.26 M | Add 7.08% | 79.51 M | $17.40 |
| Q1 2023 | -1.95 M | Reduce 2.55% | 74.26 M | $16.00 |
| Q4 2022 | -5.05 M | Reduce 6.21% | 76.2 M | $14.71 |
| Q3 2022 | -3.27 M | Reduce 3.87% | 81.25 M | $16.67 |
| Q2 2022 | -1.81 M | Reduce 2.10% | 84.52 M | $12.75 |
| Q1 2022 | -8.46 M | Reduce 8.92% | 86.34 M | $17.68 |
| Q4 2021 | -9.91 M | Reduce 9.47% | 94.79 M | $29.38 |
| Q3 2021 | -5.82 M | Reduce 5.27% | 104.7 M | $27.85 |
| Q1 2021 | +110.53 M | New Buy | 110.53 M | $45.54 |
Lee Ainslie's Coupang Investment FAQs
Lee Ainslie first purchased Coupang, Inc. (CPNG) in Q1 2021, acquiring 110,527,590 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Coupang, Inc. (CPNG) for 20 quarters since Q1 2021.
Lee Ainslie's largest addition to Coupang, Inc. (CPNG) was in Q1 2021, adding 110,527,590 shares worth $5.03 B.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,368,720 shares of Coupang, Inc. (CPNG), valued at approximately $32.29 M.
As of the Q4 2025 filing, Coupang, Inc. (CPNG) represents approximately 0.35% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Coupang, Inc. (CPNG) was 110,527,590 shares, as reported at the end of Q1 2021.