EMINENCE CAPITAL, LP — COUPANG INC CPNG: Quarterly 13F Position History
EMINENCE CAPITAL, LP has reported COUPANG INC (CPNG) on 4 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2025. As of Q1 2026, the position is sized at 15,510,784 shares ($292.8M market value, 6.71% of the equity book). Quarter-over-quarter share count change: + 2,866,742 (+22.7%) .
- 15,510,784Shares Held (Latest Filing)
- $292.8MReported Market Value (Latest Filing)
- 6.71%Portfolio Weight (% of 13F Equity Book)
- +2,866,742Quarter-over-Quarter Share Change
- -$5.4MQuarter-over-Quarter Value Change
- 15,510,784Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 15,510,784 | +2,866,742 | +22.7% | $292.8M | 6.71% | $18.88 |
| Q4 2025 | 12,644,042 | +3,209,657 | +34.0% | $298.3M | 4.72% | $23.59 |
| Q3 2025 | 9,434,385 | +2,597,282 | +38.0% | $303.8M | 4.47% | $32.20 |
| Q2 2025 | 6,837,103 | — | — | $204.8M | 3.02% | $29.96 |
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 EMINENCE CAPITAL, LP first disclose a CPNG position in 13F-HR filings?
EMINENCE CAPITAL, LP first reported COUPANG INC (CPNG) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was EMINENCE CAPITAL, LP's most recent quarter-over-quarter share-count change in CPNG?
Between Q4 2025 and Q1 2026, EMINENCE CAPITAL, LP added 2,866,742 shares of CPNG (+22.7%), bringing the total reported position to 15,510,784 shares at a market value of $292.8M.
Does the implied price-per-share represent EMINENCE CAPITAL, LP'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.