Dragoneer Investment Group, LLC: COUPANG INC (CPNG): Quarterly 13F Position History
As of Q1 2026, Dragoneer Investment Group, LLC reported 27,852,856 shares of COUPANG INC (CPNG), worth $525.9M and representing 17.5% of its 13F equity book. Quarter-over-quarter share count change: + 6,276,300 (+29.1%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 27,852,856Shares Held (Latest Filing)
- $525.9MReported Market Value (Latest Filing)
- 17.5%Portfolio Weight (% of 13F Equity Book)
- +6,276,300Quarter-over-Quarter Share Change
- +$16.9MQuarter-over-Quarter Value Change
- 27,852,856Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 27,852,856 | +6,276,300 | +29.1% | $525.9M | 17.5% | $18.9 |
| Q4 2025 | 21,576,556 | +6,910,865 | +47.1% | $509.0M | 11.1% | $23.6 |
| Q3 2025 | 14,665,691 | 6,227,761 | -29.8% | $472.2M | 10.4% | $32.2 |
| Q2 2025 | 20,893,452 | 4,889,029 | -19.0% | $626.0M | 12.8% | $30.0 |
| Q1 2025 | 25,782,481 | +5,241,204 | +25.5% | $565.4M | 11.9% | $21.9 |
| Q4 2024 | 20,541,277 | +1,690,826 | +9.0% | $451.5M | 7.9% | $22.0 |
| Q3 2024 | 18,850,451 | +1,987,557 | +11.8% | $462.8M | 8.0% | $24.6 |
| Q2 2024 | 16,862,894 | 2,362,881 | -12.3% | $353.3M | 6.7% | $20.9 |
| Q1 2024 | 19,225,775 | +1,912,785 | +11.0% | $342.0M | 7.9% | $17.8 |
| Q4 2023 | 17,312,990 | +5,845,573 | +51.0% | $280.3M | 6.1% | $16.2 |
| Q3 2023 | 11,467,417 | — | — | $194.9M | 4.5% | $17.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dragoneer Investment Group, LLC first disclose a CPNG position in 13F-HR filings?
Dragoneer Investment Group, LLC first reported COUPANG INC (CPNG) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Dragoneer Investment Group, LLC's most recent quarter-over-quarter share-count change in CPNG?
Between Q4 2025 and Q1 2026, Dragoneer Investment Group, LLC added 6,276,300 shares of CPNG (+29.1%), bringing the total reported position to 27,852,856 shares at a market value of $525.9M.
Does the implied price-per-share represent Dragoneer Investment Group, LLC's cost basis in CPNG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.