CPNG
Coupang Inc
10 super-investors hold CPNG worth a combined $2.95B. The largest position: Dennis Hong at 6.4% of their portfolio. This quarter the cohort logged 3 buys and 2 sells on the name. Cohort Conviction Score: 37 — ranked #166 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own CPNG
Ownership breadth is rising: the cohort expanded to 7 holders in 2026Q1 from 5 the prior quarter, with Bill Miller and Dennis Hong initiating positions — Hong at a notable 6.4% portfolio concentration despite a modest $17M absolute size. Chase Coleman, whose $653M stake is the largest in the group, added further, reinforcing Tiger Global's long-running conviction in Coupang's Korean e-commerce dominance. David Abrams holds the second-largest position at $246M (5.3% of his portfolio), signaling deep-value alignment alongside growth-oriented holders. Trimming from Henry Ellenbogen and Stanley Druckenmiller provides some offset, but net cohort activity skews constructive. The ownership count has been range-bound between 5 and 7 for eight quarters, suggesting a stable but selective base rather than broad institutional momentum.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.7% | 8q | $1.36B | 72,008,120 |
| 2 | Chase Coleman | 2.9% | 11q | $653M | 34,595,407 |
| 3 | David Abrams | 5.3% | 19q | $246M | 13,017,964 |
| 4 | Henry Ellenbogen | 2.5% | 18q | $243M | 12,866,806 |
| 5 | Bill Nygren | 0.3% | — 1q | $188M | 9,981,854 |
| 6 | Bill & Melinda Gates Foundation Trust | 0.6% | 21q | $175M | 9,248,045 |
| 7 | Stanley Druckenmiller | 1.7% | 21q | $50M | 2,667,485 |
| 8 | Dennis Hong | 6.4% | 12q | $17M | 906,291 |
| 9 | Joel Greenblatt | <0.1% | 19q | $17M | 904,682 |
| 10 | Bill Miller | 0.3% | — 1q | $1M | 62,528 |
- 1Dodge & Cox Fundsport0.7%val$1.36B72,008,120 sh·8q held
- 2Chase Colemanport2.9%val$653M34,595,407 sh·11q held
- 3David Abramsport5.3%val$246M13,017,964 sh·19q held
- 4Henry Ellenbogenport2.5%val$243M12,866,806 sh·18q held
- 5Bill Nygrenport0.3%val$188M9,981,854 sh·—1q held
- 6Bill & Melinda Gates Foundation Trustport0.6%val$175M9,248,045 sh·21q held
- 7Stanley Druckenmillerport1.7%val$50M2,667,485 sh·21q held
- 8Dennis Hongport6.4%val$17M906,291 sh·12q held
- 9Joel Greenblattport<0.1%val$17M904,682 sh·19q held
- 10Bill Millerport0.3%val$1M62,528 sh·—1q held
Owners of CPNG also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.3% | +100% | $1M | May 15, 2026 |
| Chase Coleman | ADD | 2.9% | +32% | $653M | May 15, 2026 |
| Henry Ellenbogen | TRIM | 2.5% | -47% | $243M | May 15, 2026 |
| Stanley Druckenmiller | TRIM | 1.7% | -61% | $50M | May 15, 2026 |
| Dennis Hong | NEW | 6.4% | +100% | $17M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 22266T109. Not investment advice.