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Coupang, Inc.

CPNG Consumer Discretionary
$18.45 $-0.09 (-0.49%)
Market Cap: $33.73 B
Gurus Holding
13
Popularity Rank
#171
% of Shares Held
4.17%
Net Activity (Q4 2025)
+$271.29 M

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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.41 B.

Top institutional holders include Chase Coleman and David Abrams.

Notably, David Abrams has expressed high conviction in this stock, allocating 5.41% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $271.29 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 818.7%. Conversely, Renaissance Technologies reduced exposure by 59.5%.

Key Holders

Top 5 by Value

$619.64 M
$307.09 M
$243.44 M
$218.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$372.23 M
Total Buy Value
New Buys 1
Additions 5
-$100.94 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
6

FAQs for Coupang, Inc. (CPNG)

Major holders include Chase Coleman ($619.64 M), David Abrams ($307.09 M), Frank Sands ($243.44 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 76.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $271.29 M, with 6 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited CPNG. The total reported sell value was $100.94 M.

Yes, 1 managers opened new positions in CPNG, and 5 increased their existing holdings. The total reported buy value was $372.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.09% Add 65.9% 26,267,259 $619.64 M Q4 2025
5.41% 13,017,964 $307.09 M Q4 2025
0.74% Reduce -6.4% 10,319,665 $243.44 M Q4 2025
0.62% 9,248,045 $218.16 M Q4 2025
3.55% Add 46.2% 6,772,909 $159.77 M Q4 2025
0.16% Add 95.8% 6,169,358 $145.54 M Q4 2025
0.06% Reduce -59.5% 1,554,380 $36.67 M Q4 2025
0.35% Reduce -34.0% 1,368,720 $32.29 M Q4 2025
0.01% Reduce -15.0% 892,483 $21.05 M Q4 2025
0.05% Reduce -3.6% 304,941 $7.19 M Q4 2025
0.03% New Buy 92,732 $2.19 M Q4 2025
0.01% Add 818.7% 84,210 $1.99 M Q4 2025
0.01% Add 52.7% 66,881 $1.58 M Q4 2025
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