Legacy Wealth Asset Management, LLC CPNG — COUPANG INC

Ownership history in Legacy Wealth Asset Management, LLC  ·  8 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported COUPANG INC (CPNG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q3. The latest visible filing shows CPNG at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in COUPANG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CPNG was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CPNG stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held CPNG — position size vs. price
% of Fund (quarterly)    CPNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 27,002 +698 +2.7% 0.12% $510K 2026-04-08 $19.68
2025 Q4 ADDED — — — 26,304 +113 +0.4% 0.15% $621K 2026-01-12 $22.17
2025 Q3 REDUCED — — — 26,191 -165 -0.6% 0.20% $843K 2025-10-14 $31.76
2025 Q2 REDUCED — — — 26,356 -26 -0.1% 0.20% $790K 2025-07-30 $29.45
2025 Q1 REDUCED — — — 26,382 -101 -0.4% 0.16% $579K 2025-04-09 $21.84
2024 Q4 REDUCED — — — 26,483 -211 -0.8% 0.16% $582K 2025-01-15 $22.34
2024 Q3 REDUCED — — — 26,694 -68 -0.3% 0.18% $655K 2024-10-23 $25.39
2024 Q2 INITIATED — — — 26,762 — — 0.16% $561K 2024-08-14 $22.15

🏢 Other funds also holding CPNG

As of 2026 Q1 — sorted by position size

Wolfswood Holdings, LLC 3Y 83.03% SB INVESTMENT ADVISERS (UK) LTD 3Y 7Y 70.74% MASSACHUSETTS INSTITUTE OF TECHNOLOGY 3Y 7Y 62.93% Tree Line Advisors (Hong Kong) Ltd. 3Y 7Y 25.91% GREENOAKS CAPITAL PARTNERS LLC 3Y 21.13% Dragoneer Investment Group, LLC 3Y 7Y 17.52% Belfer Management LLC 3Y 7Y 17.03% Whitebark Investors LP 16.15% Kontiki Capital Management (HK) Ltd. 3Y 7Y 15.7% Columbus Hill Capital Management, L.P. 3Y 7Y 15.61%

FAQ About Legacy Wealth Asset Management, LLC and CPNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Asset Management, LLC reported owning CPNG?

Legacy Wealth Asset Management, LLC reported CPNG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CPNG position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for CPNG was 0.20% in 2025 Q3.

What is the latest reported CPNG position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 27,002 shares, equal to 0.12% of portfolio, with an estimated market value of $510K.

What does the chart on this CPNG ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly CPNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Asset Management, LLC time their CPNG position?

Based on 13F filing dates vs. subsequent CPNG price moves, Legacy Wealth Asset Management, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on CPNG relative to SPY over the holding period was -19.5%.

← Back to Legacy Wealth Asset Management, LLC Holdings