AMH
PONY

Aspex Management (HK)’s Pony AI Inc PONY Stock Holding History

Aspex Management (HK)’s Portfolio PONY Stock Details PONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.1M Hold
4,140,447
– – 0.57% 21
2025
Q4 		$60M Hold
4,140,447
– – 1.21% 16
2025
Q3 		$93.1M Buy
4,140,447
+3,640,447
+728% +$55.4M 1.97% 14
2025
Q2 		$6.6M Sell
500,000
-1,875,666
-79% -$22.7M 0.14% 21
2025
Q1 		$21M Hold
2,375,666
– – 0.54% 22
2024
Q4 		$34.1M Buy
+2,375,666
New +$31.6M 0.92% 21

Other funds holding PONY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TGP
TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspex Management (HK)'s PONY Position: Q1 2026 in Review

Aspex Management (HK) held its Pony AI Inc (PONY) position steady in Q1 2026 at 4,140,447 shares worth $39.1M. The position accounts for 0.57% of the portfolio, ranked #21.

Aspex Management (HK) first reported a position in PONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $93.1M in Q3 2025. 149 funds tracked by Wall St. Rank hold PONY as of Q1 2026.

  • Aspex Management (HK) held 4,140,447 shares of Pony AI Inc worth $39.1M as of Q1 2026.
  • Aspex Management (HK) left its Pony AI Inc share count unchanged in Q1 2026.
  • Pony AI Inc made up 0.57% of Aspex Management (HK)'s portfolio in Q1 2026, its #21 holding.
  • Aspex Management (HK) first reported a position in Pony AI Inc in Q4 2024 and has held it in 6 quarters since.
  • Aspex Management (HK)'s Pony AI Inc position peaked at $93.1M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Pony AI Inc as of Q1 2026.

Based on Aspex Management (HK)'s 13F filing for Q1 2026, filed 15 May 2026.