Hudson Bay Capital Management
PONY

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 		$42.4K Buy
+6,100
New +$56.6K ﹤0.01% 1243
2026
Q1 		– Sell
-2,000
Closed -$29K – 1664
2025
Q4 		$29K Buy
+2,000
New +$33.3K ﹤0.01% 1121
2025
Q3 		– Sell
-120,200
Closed -$1.59M – 1749
2025
Q2 		$1.59M Buy
+120,200
New +$1.45M 0.01% 858

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

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. 155 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.
  • 155 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.