LIGHT STREET CAPITAL MANAGEMENT, LLC: COUPANG INC (CPNG): Quarterly 13F Position History
As of Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 2,025,000 shares of COUPANG INC (CPNG), worth $35.2M and representing 4.1% of its 13F equity book. Quarter-over-quarter share count change: + 973,043 (+92.5%) . The position first appeared in Q3 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.
- 2,025,000Shares Held (Latest Filing)
- $35.2MReported Market Value (Latest Filing)
- 4.1%Portfolio Weight (% of 13F Equity Book)
- +973,043Quarter-over-Quarter Share Change
- +$15.3MQuarter-over-Quarter Value Change
- 2,025,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,025,000 | +973,043 | +92.5% | $35.2M | 4.1% | $17.4 |
| Q1 2026 | 1,051,957 | +1,051,957 | – | $19.9M | 4.0% | $18.9 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 207,224 | -100.0% | $0 | 0.0% | – |
| Q4 2022 | 207,224 | 546,603 | -72.5% | $3.0M | 1.1% | $14.7 |
| Q3 2022 | 753,827 | – | – | $12.6M | 3.2% | $16.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a CPNG position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported COUPANG INC (CPNG) on its 13F-HR filing for the period ending 2022-09-30 (Q3 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in CPNG?
Between Q1 2026 and Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC added 973,043 shares of CPNG (+92.5%), bringing the total reported position to 2,025,000 shares at a market value of $35.2M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, 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.