What smart money is saying about Coupang, Inc.
2 funds in our archive have pitched Coupang, Inc. — most recently Oakmark International Fund in March 2026.
Coupang, Inc. owns and operates in e-commerce business through its mobile applications and Internet websites primarily in South Korea. It operates through two segments, Product Commerce and Growth Initiatives. The company sells various products and services in the categories of home goods and décor products, apparel, beauty products, fresh food and groceries, sporting goods, electronics, and everyday consumables, as well as travel, and restaurant order and delivery services. It also performs operations and support services in China, Singapore, Japan, Taiwan, and the United States. Coupang, Inc. was incorporated in 2010 and is headquartered in Seoul, South Korea.
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Position history
Between Q4 2025 and Q2 2026, 4 fund letters reported a position in Coupang, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions
- HoldsACATIS InvestmentJune 2026
Listed in ACATIS Investment’s reported holdings.
Coupang, Inc. - June 2026
Listed in ACATIS Investment Report’s reported holdings.
Coupang, Inc. - June 2026
“Coupang, Inc., Korea's largest e-commerce platform, detracted from performance with shares down 7.7%. The stock came under pressure following first-quarter results, where in-line revenue was overshadowed by softer second-quarter guidance as capacity and supply chain investments made ahead of Coupang’s 2025 data breach weighed on margins while customer volumes recovered. Sentiment was further weighed down by a record KRW 624.7 billion (about US $430 million) privacy fine stemming from an investigation into the breach, while a rotation of fast money into AI and semiconductor names added to the weakness. Despite these headwinds, our conviction remains intact.”
Coupang, Inc. - June 2026
“Other stocks where the markets seem to be taking a view that they could be long-term losers in an AI world are the ecommerce companies like MercadoLibre (6.6% of Strategy), Sea Limited (6.2%), and Coupang (4.1%). These are all very profitable businesses trading at low-teens multiples barely 2 years out, despite having a decade or more of well-above-normal growth ahead of them.”
Coupang, Inc.
Fund coverage · 2 theses
- Oakmark International FundMarch 2026
Coupang, Inc. is South Korea's leading e-commerce platform with a vertically integrated logistics moat enabling share gains and margin expansion, now available at an attractive valuation post-cyber incident.
Read the full thesis - Sands Capital Global LeadersDecember 2025
Coupang is Korea’s leading ecommerce platform investing for long-term growth in Taiwan with attractive valuation versus strong expected EBITDA growth.
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