Balyasny Asset Management
PONY

Balyasny Asset Management’s Pony AI Inc PONY Stock Holding History

Balyasny Asset Management’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 		$2.78M Buy
399,437
+366,622
+1,117% +$3.4M ﹤0.01% 1658
2026
Q1 		$310K Sell
32,815
-382,004
-92% -$5.26M ﹤0.01% 2552
2025
Q4 		$6.01M Buy
414,819
+157,594
+61% +$2.62M 0.01% 1295
2025
Q3 		$5.78M Sell
257,225
-345,727
-57% -$5.26M 0.01% 1305
2025
Q2 		$7.96M Buy
602,952
+489,566
+432% +$5.91M 0.01% 1073
2025
Q1 		$1M Buy
+113,386
New +$1.62M ﹤0.01% 1988

Other funds holding PONY

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Balyasny Asset Management's PONY Position: Q2 2026 in Review

Balyasny Asset Management increased its Pony AI Inc (PONY) stake by 1,117% in Q2 2026, buying an estimated $3.4M and bringing the position to 399,437 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Balyasny Asset Management first reported a position in PONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.96M in Q2 2025. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • Balyasny Asset Management held 399,437 shares of Pony AI Inc worth $2.78M as of Q2 2026.
  • Balyasny Asset Management bought 366,622 Pony AI Inc shares in Q2 2026, an estimated $3.4M.
  • Pony AI Inc made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1658 holding.
  • Balyasny Asset Management first reported a position in Pony AI Inc in Q1 2025 and has held it in 6 quarters since.
  • Balyasny Asset Management's Pony AI Inc position peaked at $7.96M in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.