Guru Ownership Trend
Guru Analysis for Coupang, Inc. (CPNG)
Coupang, Inc. (CPNG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.29 B.
Top institutional holders include Chase Coleman and David Abrams.
Notably, David Abrams has expressed high conviction in this stock, allocating 6.79% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $224.26 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 56.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.58% | Add 16.6% | 15,837,579 | $509.97 M | Q3 2025 | |
| 6.79% | 13,017,964 | $419.18 M | Q3 2025 | ||
| 0.98% | Reduce -8.1% | 11,024,177 | $354.98 M | Q3 2025 | |
| 0.81% | 9,248,045 | $297.79 M | Q3 2025 | ||
| 3.67% | Add 12.9% | 4,633,124 | $149.19 M | Q3 2025 | |
| 0.16% | Reduce -32.3% | 3,834,268 | $123.46 M | Q3 2025 | |
| 0.17% | Reduce -26.7% | 3,150,578 | $101.45 M | Q3 2025 | |
| 0.89% | Reduce -1.4% | 2,073,752 | $66.77 M | Q3 2025 | |
| 0.02% | Reduce -8.8% | 1,050,509 | $33.83 M | Q3 2025 | |
| 0.07% | Reduce -6.4% | 316,156 | $10.18 M | Q3 2025 | |
| 0.01% | Reduce -56.7% | 195,190 | $6.29 M | Q3 2025 | |
| 0.05% | Reduce -41.5% | 112,747 | $3.63 M | Q3 2025 | |
| 0.01% | New Buy | 43,813 | $1.41 M | Q3 2025 | |
| 0.00% | New Buy | 9,166 | $295,145 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Coupang, Inc. (CPNG)
Major holders include Chase Coleman ($509.97 M), David Abrams ($419.18 M), Frank Sands ($354.98 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 64.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $224.26 M, with 4 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited CPNG. The total reported sell value was $315.47 M.
Yes, 2 managers opened new positions in CPNG, and 2 increased their existing holdings. The total reported buy value was $91.21 M.