LONG WALK MANAGEMENT LP: COUPANG INC (CPNG): Quarterly 13F Position History
As of Q1 2026, LONG WALK MANAGEMENT LP reported 2,162,500 shares of COUPANG INC (CPNG), worth $40.8M and representing 11.9% of its 13F equity book. Quarter-over-quarter share count change: + 487,500 (+29.1%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 2,162,500Shares Held (Latest Filing)
- $40.8MReported Market Value (Latest Filing)
- 11.9%Portfolio Weight (% of 13F Equity Book)
- +487,500Quarter-over-Quarter Share Change
- +$1.3MQuarter-over-Quarter Value Change
- 2,935,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,162,500 | +487,500 | +29.1% | $40.8M | 11.9% | $18.9 |
| Q4 2025 | 1,675,000 | 1,260,000 | -42.9% | $39.5M | 8.8% | $23.6 |
| Q3 2025 | 2,935,000 | +413,375 | +16.4% | $94.5M | 19.1% | $32.2 |
| Q2 2025 | 2,521,625 | +104,125 | +4.3% | $75.5M | 19.1% | $30.0 |
| Q1 2025 | 2,417,500 | +1,121,000 | +86.5% | $53.0M | 17.2% | $21.9 |
| Q4 2024 | 1,296,500 | +346,500 | +36.5% | $28.5M | 10.2% | $22.0 |
| Q3 2024 | 950,000 | — | — | $23.3M | 9.7% | $24.6 |
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 LONG WALK MANAGEMENT LP first disclose a CPNG position in 13F-HR filings?
LONG WALK MANAGEMENT LP first reported COUPANG INC (CPNG) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was LONG WALK MANAGEMENT LP's most recent quarter-over-quarter share-count change in CPNG?
Between Q4 2025 and Q1 2026, LONG WALK MANAGEMENT LP added 487,500 shares of CPNG (+29.1%), bringing the total reported position to 2,162,500 shares at a market value of $40.8M.
Does the implied price-per-share represent LONG WALK MANAGEMENT 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.