Rose Park Advisors 13F annual report

Rose Park Advisors is an investment fund managing more than $17 billion ran by Matthew Christensen. There is currently 1 company in Mr. Christensen’s portfolio. The largest and only investment include Coupang worth $17 billion.

$17 billion Assets Under Management (AUM)

As of 6th February 2024, Rose Park Advisors’s top holding is 1,047,701 shares of Coupang currently worth over $17 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Coupang, Rose Park Advisors owns more than approximately 0.1% of the company.

Currently, Rose Park Advisors's portfolio is worth at least $17 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Rose Park Advisors

The Rose Park Advisors office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Matthew Christensen serves as the Manager at Rose Park Advisors.

Recent trades

Matthew Christensen disclosed a decreased stake in Coupang by 0.7%. This leaves the value of the investment at $17 billion and 1,047,701 shares.

One of the smallest hedge funds

The two most similar investment funds to Rose Park Advisors are Jarislowsky, Fraser Ltd and Covalis (gibraltar) Ltd. They manage $17 billion and $17 billion respectively.

Matthew Christensen investment strategy

Rose Park Advisors’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Consumer Discretionary — making up 100.0% of the total portfolio value. The fund focuses on investments in the South Korea as 100.0% of the portfolio companies are based in the South Korea.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 100% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $28.5 billion.

The complete list of Rose Park Advisors trades based on 13F SEC filings

These positions were updated on February 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Coupang, Inc.	74.27% 1,047,701	$16,962,279,000	100.00%
No transactions found
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