Madison Avenue Partners, LP: COUPANG INC (CPNG): Quarterly 13F Position History
As of Q2 2026, Madison Avenue Partners, LP reported 12,457,195 shares of COUPANG INC (CPNG), worth $216.4M and representing 9.3% of its 13F equity book. Quarter-over-quarter share count change: + 3,093,574 (+33.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 12,457,195Shares Held (Latest Filing)
- $216.4MReported Market Value (Latest Filing)
- 9.3%Portfolio Weight (% of 13F Equity Book)
- +3,093,574Quarter-over-Quarter Share Change
- +$39.6MQuarter-over-Quarter Value Change
- 12,457,195Peak Reported Shares (Historical)
Recent initiation: Madison Avenue Partners, LP first reported CPNG on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,457,195 | +3,093,574 | +33.0% | $216.4M | 9.3% | $17.4 |
| Q1 2026 | 9,363,621 | – | – | $176.8M | 7.7% | $18.9 |
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 Madison Avenue Partners, LP first disclose a CPNG position in 13F-HR filings?
Madison Avenue Partners, LP first reported COUPANG INC (CPNG) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Madison Avenue Partners, LP's most recent quarter-over-quarter share-count change in CPNG?
Between Q1 2026 and Q2 2026, Madison Avenue Partners, LP added 3,093,574 shares of CPNG (+33.0%), bringing the total reported position to 12,457,195 shares at a market value of $216.4M.
Does the implied price-per-share represent Madison Avenue Partners, 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.