Quincy Lee's Ancient Art (Teton Capital) bought 1.19M shares more of Coupang LLC (CPNG) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 200% increase in the share count. Quincy Lee now holds 1.78M shares worth about $31M, 6.33% of the portfolio against 2.45% a quarter earlier.
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 | 595K | 1.78M |
| Shares added | +1.19M (200%) | |
| Reported value | $11.2M | $31M |
| Portfolio weight | 2.45% | 6.33% |
| Rank in portfolio | 5th of 16 |
How much did Quincy Lee add to CPNG?
Quincy Lee added 1.19M shares of CPNG during 2026 Q2, taking the stake from 595K to 1.78M. The reported value of the position rose by about $19.8M, from about $11.2M to about $31M.
Where does CPNG sit in the Quincy Lee portfolio?
CPNG ranks 5th of 16 stock positions in the Quincy Lee portfolio at 6.33%, about the fund's average stock position of 6%. The largest stock position is IBKR at 22.86%. Next come ZG at 13.91% and UPWK at 12.35%. The three largest stocks together are 49.12% of the book. The CPNG addition was the 5th largest of the quarter's 8 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Quincy Lee reported 16 stock positions, with 2 opened and 2 closed. The total portfolio value is about $489.4M, up 7% from the prior quarter.
How long has Quincy Lee held CPNG?
Quincy Lee first reported CPNG in the quarter ended March 31, 2026. Every reported trade is on the Quincy Lee 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, 3 added to the position this quarter and 1 trimmed it. The largest buyers of CPNG this quarter were Chase Coleman III, Dennis Hong and Bill Miller. The largest seller was Henry Ellenbogen. Every tracked holder of CPNG is on the CPNG ownership page.
FAQ
How many CPNG shares did Quincy Lee buy in 2026 Q2?
Quincy Lee added 1.19M shares of CPNG, a 200% increase, to 1.78M shares.
What is the CPNG position of Quincy Lee worth now?
The CPNG position of Quincy Lee is worth about $31M at June 30, 2026 prices, 6.33% of the portfolio.
Is CPNG a top holding of Quincy Lee?
CPNG ranks 5th of 16 stock positions in the Quincy Lee portfolio, at 6.33%.
Did other funds add to CPNG in 2026 Q2?
Among the 6 other tracked funds that hold CPNG, 3 added to it in 2026 Q2 and 1 trimmed it.