Baillie Gifford & Co
PONY

Baillie Gifford & Co’s Pony AI Inc PONY Stock Holding History

Baillie Gifford & Co’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
Q2 		$86.3M Buy
12,421,070
+6,061,602
+95% +$56.2M 0.08% 142
2026
Q1 		$60M Buy
6,359,468
+57,818
+0.9% +$797K 0.06% 142
2025
Q4 		$91.4M Sell
6,301,650
-158,713
-2% -$2.64M 0.08% 131
2025
Q3 		$145M Sell
6,460,363
-677,074
-9% -$10.3M 0.11% 113
2025
Q2 		$94.2M Buy
+7,137,437
New +$86.2M 0.07% 130

Other funds holding PONY

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $147M AUM 20.48% 1-Year Est. Return

Baillie Gifford & Co's PONY Position: Q2 2026 in Review

Baillie Gifford & Co increased its Pony AI Inc (PONY) stake by 95% in Q2 2026, buying an estimated $56.2M and bringing the position to 12,421,070 shares worth $86.3M. The position accounts for 0.08% of the portfolio, ranked #142.

Baillie Gifford & Co first reported a position in PONY in Q2 2025 and has held it in 5 quarters since. The position peaked at $145M in Q3 2025. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • Baillie Gifford & Co held 12,421,070 shares of Pony AI Inc worth $86.3M as of Q2 2026.
  • Baillie Gifford & Co bought 6,061,602 Pony AI Inc shares in Q2 2026, an estimated $56.2M.
  • Pony AI Inc made up 0.08% of Baillie Gifford & Co's portfolio in Q2 2026, its #142 holding.
  • Baillie Gifford & Co first reported a position in Pony AI Inc in Q2 2025 and has held it in 5 quarters since.
  • Baillie Gifford & Co's Pony AI Inc position peaked at $145M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.