Mubadala Joins Centurium in Luckin Coffee Stake, Gains Board Seat Rights
LKNCY sits 25% above its 52-week low of $27.22 on elevated volume (2.4× avg).
Summary
Mubadala Investment Company gains board nomination rights at Luckin Coffee through a new investment agreement with Centurium Holdings, while Camel ZQ sold an additional 11 million shares.
Key Events · Ownership and Investor Activity · LKNCY
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Mubadala Gains Board Nomination Right
MIC Industrial Investments 4 RSC Ltd, a subsidiary of Mubadala Investment Company, can nominate one director to Luckin Coffee's board as long as it holds at least 5% of shares on an as-converted basis.
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Centurium Restructures Holdings
Success Cup Limited acquired 241,095,268 preferred shares from CCM Lucky and Centurium Fund I, with financing secured by a bank loan pledging those shares.
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Camel ZQ Sells Additional 11M Shares
On September 9, 2026, Camel ZQ sold 11,014,792 Class A shares at $4.00 per share, following sales of 9.6 million shares between September 2-8.
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Reporting Group Expands to 22.1% Ownership
The reporting group now includes Mubadala and MIC II 4, collectively holding 570,974,031 Class A shares, or 22.1% of the company.
Analysis · LKNCY · Trade & Services
A new investment agreement between Mubadala Investment Company, Abu Dhabi's sovereign wealth fund, and Centurium Holdings grants Mubadala the right to nominate a director to Luckin Coffee's board. The agreement accompanies a restructuring of Centurium's holdings, with Success Cup Limited acquiring 241 million preferred shares. Separately, Camel ZQ sold an additional 11 million Class A shares on September 9, bringing total recent sales by the Centurium group to over 21 million shares. The board nomination right is the key new development — it signals Mubadala's long-term commitment and gives a major sovereign investor direct governance influence.
How filings like this one have moved
In the 30 days to Sep 9, 2026, 30% of the 1972 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.02%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, LKNCY was trading at $33.98 on OTC in the Trade & Services sector, with a market capitalization of approximately $9.6B. The 52-week trading range was $27.22 to $43.64. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.