Coupang LLC (CPNG) fell to 0.66% of Henry Ellenbogen's Durable Capital Partners portfolio in 2026 Q2, from 2.5%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count dropped 70% to 3.88M shares, and the position is worth about $67.4M and ranks 29th of 36 stocks by weight.
What did the 2026 Q2 filing report for CPNG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 12.9M | 3.88M |
| Shares sold | -8.98M (70%) | |
| Reported value | $242.9M | $67.4M |
| Portfolio weight | 2.5% | 0.66% |
| Rank in portfolio | 29th of 36 |
How much did Henry Ellenbogen cut CPNG?
Henry Ellenbogen sold 8.98M shares of CPNG during 2026 Q2, cutting the stake from 12.9M to 3.88M. The reported value of the position fell by about $175.5M, from about $242.9M to about $67.4M.
Where does CPNG sit in the Henry Ellenbogen portfolio?
CPNG ranks 29th of 36 stock positions in the Henry Ellenbogen portfolio at 0.66%, below the fund's average stock position of 3%. The CPNG cut was the 10th largest of the quarter's 38 position changes by percent change to portfolio. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held CPNG?
Henry Ellenbogen first reported CPNG in the quarter ended March 31, 2021. The fund sold out of the name in 2023 Q2 and came back in 2024 Q1. The weight peaked at 5.93% in 2025 Q3. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 47%. Every reported trade is on the Henry Ellenbogen CPNG trade history page.
Did other funds buy or sell CPNG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 hold CPNG. Of those, 4 added to the position this quarter and none trimmed it. The largest buyers of CPNG this quarter were Chase Coleman III, Quincy Lee and Dennis Hong. Every tracked holder of CPNG is on the CPNG ownership page.
FAQ
How many CPNG shares did Henry Ellenbogen sell in 2026 Q2?
Henry Ellenbogen sold 8.98M shares of CPNG, 70% of the position, leaving 3.88M shares.
What remains of the CPNG position of Henry Ellenbogen?
Henry Ellenbogen still holds 3.88M shares of CPNG, worth about $67.4M at June 30, 2026 prices.
How much of the Henry Ellenbogen portfolio is CPNG now?
CPNG is 0.66% of the Henry Ellenbogen portfolio, down from 2.5% a quarter earlier.
Did other funds trim CPNG in 2026 Q2?
Among the 6 other tracked funds that hold CPNG, none trimmed it in 2026 Q2 and 4 added to it.