ECP
PONY

Electron Capital Partners’s Pony AI Inc PONY Stock Holding History

Electron Capital Partners’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 		$346K Sell
49,853
-514
-1% -$4.77K 0.01% 44
2026
Q1 		$475K Buy
50,367
+291
+0.6% +$4.01K 0.02% 43
2025
Q4 		$726K Buy
+50,076
New +$833K 0.03% 38

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

Electron Capital Partners's PONY Position: Q2 2026 in Review

Electron Capital Partners reduced its Pony AI Inc (PONY) stake by 1% in Q2 2026, selling an estimated $4.77K and leaving 49,853 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #44.

Electron Capital Partners first reported a position in PONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $726K in Q4 2025. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • Electron Capital Partners held 49,853 shares of Pony AI Inc worth $346K as of Q2 2026.
  • Electron Capital Partners sold 514 Pony AI Inc shares in Q2 2026, an estimated $4.77K.
  • Pony AI Inc made up 0.01% of Electron Capital Partners's portfolio in Q2 2026, its #44 holding.
  • Electron Capital Partners first reported a position in Pony AI Inc in Q4 2025 and has held it in 3 quarters since.
  • Electron Capital Partners's Pony AI Inc position peaked at $726K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.