Is Coupang (CPNG) The Best E-Commerce Stoc in Brad Gerstner’s Portfolio?

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. Coupang, Inc. (NYSE:CPNG) ranks #8 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner).

Altimeter Capital’s Stake: $369,815,571

Coupang (NYSE:CPNG), often known as the “Amazon of Korea,” ranks 8th in our list of the best stocks to buy according to Brad Gerstner. With over 100 fulfillment centers across the country and about 70% of the population living within 7 miles of its network, it’s a major player in Korea’s estimated $500B+ commerce market. Coupang’s (NYSE:CPNG) active customers reached over 24 million last year, more than doubling since 2019.

Coupang’s (NYSE:CPNG) Developed Offerings, which include Eats, Taiwan operations, and Farfetch, have grown from under $100 million in 2020 to about $4.6 billion over the past 12 months. Analysts believe the company can expand its margins by scaling logistics, growing its third-party marketplace and AI-driven automation.

Brad Gerstner of Altimeter Capital

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Coupang, Inc. (NYSE:CPNG) in its fourth quarter 2025 investor letter:

“While we were content with full-year results, several small detractors held fourth-quarter performance back by about 1%-2% in total for company-specific reasons that we generally view as temporary. Coupang, Inc. (NYSE:CPNG) shares were pressured following a large-scale data breach late in the year. Ongoing government investigations and the potential for financial penalties remain an overhang.” (Click Here To Read The Letter in Detail)

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