Pony AIPONY
13F holders, Q1 2025 (March 31)58holders +12
28new positions
17sold out
3famous investors
$8.69avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding Pony AI Inc. (PONY) in their 13F filings, up 12 from Q4 2024. 28 opened new positions and 17 sold out. The largest holders were IDG China Venture Capital Fund IV Associates L.P. ($89.1M), IDG China Capital Fund III Associates L.P. ($57.6M) and FMR LLC ($25.3M). 3 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Chase Coleman (0.0% of Tiger Global Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Pony AI Inc.
- CUSIP
- 732908108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $45.9M |
| Exits | 17 | $35.6M |
All 13F filers, Q4 2024 → Q1 2025: 10,334,901 shares bought and 2,901,503 shares sold, net +7,433,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| IDG China Venture Capital Fund IV Associates L.P. | 22.11% | No change | 10,102,665 | $89.1M |
| IDG China Capital Fund III Associates L.P. | 87.09% | No change | 6,529,589 | $57.6M |
| FMR LLC | 0.00% | New | 2,867,770 | $25.3M |
| Aspex Management (HK) Ltd | 0.54% | No change | 2,375,666 | $21.0M |
| Carlyle Group Inc. | 0.55% | No change | 2,362,447 | $20.8M |
| Wellington Management Group LLP | 0.00% | Add +47.8% | 1,991,811 | $17.6M |
| Soros Fund Management | 0.42% | Add +114.6% | 1,901,848 | $16.8M |
| Lingotto Investment Management LLP | 0.35% | Add +27.5% | 1,529,892 | $13.5M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 1,521,949 | $13.4M |
| Morgan Stanley | 0.00% | Add +137082.5% | 1,369,081 | $12.1M |
| Neumann Advisory Hong Kong Ltd | 3.91% | No change | 1,031,880 | $9.1M |
| Masters Capital Management LLC | 1.87% | Add +100.0% | 1,000,000 | $8.8M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 906,471 | $8.0M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 850,720 | $7.6M |
| Robeco Schweiz AG | 0.16% | Add +21.7% | 747,000 | $6.6M |
| Hel Ved Capital Management Ltd | 3.18% | Reduce -28.8% | 715,913 | $6.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +39.3% | 672,887 | $5.9M |
| Tiger Global Management | 0.01% | No change | 370,000 | $3.3M |
| Deutsche Bank AG | 0.00% | No change | 299,252 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | New | 280,337 | $2.5M |
| Banque Cantonale Vaudoise | 0.10% | — | 264,800 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 253,517 | $2.2M |
| Alliancebernstein L.P. | 0.00% | No change | 233,707 | $2.1M |
| Bank of America Corp. | 0.00% | Add +32915.5% | 209,318 | $1.8M |
| Ghisallo Capital Management LLC | 0.15% | No change | 185,000 | $1.6M |
| Citigroup Inc. | 0.00% | New | 129,674 | $1.1M |
| Baader Bank Aktiengesellschaft | 0.12% | New | 129,195 | $1.1M |
| UBS Group AG | 0.00% | Reduce -17.4% | 124,727 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 113,386 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +28.9% | 111,154 | $980K |
| Yarbrough Capital, LLC | 0.04% | Add +38.0% | 100,001 | $882K |
| HITE Hedge Asset Management LLC | 0.05% | Add +45.1% | 98,588 | $870K |
| Verition Fund Management LLC | 0.00% | New | 89,510 | $789K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -23.3% | 59,985 | $529K |
| Renaissance Technologies | 0.00% | New | 58,000 | $512K |
| Cresset Asset Management, LLC | 0.00% | New | 50,000 | $441K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -60.0% | 40,000 | $353K |
| Renaissance Capital LLC | 0.27% | New | 39,913 | $352K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | New | 39,147 | $345K |
| Prudential PLC | 0.00% | New | 37,911 | $334K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 33,205 | $293K |
| Oasis Management Co Ltd. | 0.10% | New | 33,200 | $293K |
| Caitong International Asset Management Co., Ltd | 0.17% | New | 25,937 | $229K |
| Northern Trust Corp. | 0.00% | New | 22,731 | $200K |
| Wexford Capital LP | 0.05% | New | 20,976 | $185K |
| Squarepoint Ops LLC | 0.00% | Reduce -60.9% | 18,818 | $166K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,805 | $139K |
| Two Sigma Investments, LP | 0.00% | New | 14,885 | $131K |
| Keystone Investors Pte Ltd. | 0.02% | New | 13,593 | $120K |
| LPL Financial LLC | 0.00% | New | 11,763 | $104K |
| Geode Capital Management, LLC | 0.00% | New | 10,158 | $90K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +3136.3% | 632,791 | $72K |
| Royal Bank of Canada | 0.00% | New | 4,000 | $35K |
| SBI Securities Co., Ltd. | 0.00% | Add +70.8% | 1,749 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 1,470 | $13K |
| BNP Paribas Financial Markets | 0.00% | New | 400 | $4K |
| Sierra Ocean, LLC | 0.00% | New | 73 | $644 |
| ORG Partners LLC | 0.00% | New | 30 | $236 |
"% of holder's portfolio" is PONY's weight in each manager's 13F, not the share of Pony AI Inc. the manager owns.