Hudson Bay Capital Management’s Pony AI Inc PONY Stock Holding History

Hudson Bay Capital 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	$128K	Buy	+18,459	New	+$171K	﹤0.01%	1141
2026 Q1	–	Sell	-66,149	Closed	-$959K	–	1665
2025 Q4	$959K	Sell	66,149 -155,371	-70%	-$2.58M	﹤0.01%	800
2025 Q3	$4.98M	Sell	221,520 -206,823	-48%	-$3.15M	0.02%	549
2025 Q2	$5.65M	Buy	+428,343	New	+$5.17M	0.02%	513
2025 Q1	–	Sell	-37,500	Closed	-$538K	–	1514
2024 Q4	$538K	Buy	+37,500	New	+$499K	﹤0.01%	805

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Oslo, Norway $1T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Hudson Bay Capital Management's PONY Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Pony AI Inc (PONY) in Q2 2026: 18,459 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in PONY as recently as Q4 2025.

Hudson Bay Capital Management first reported a position in PONY in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.65M in Q2 2025. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

Hudson Bay Capital Management held 18,459 shares of Pony AI Inc worth $128K as of Q2 2026.
Pony AI Inc was a new Hudson Bay Capital Management position in Q2 2026.
Pony AI Inc made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #1141 holding.
Hudson Bay Capital Management first reported a position in Pony AI Inc in Q4 2024 and has held it in 5 quarters since.
Hudson Bay Capital Management's Pony AI Inc position peaked at $5.65M in Q2 2025.
154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.