IDG China Capital Fund III Associates’s Pony AI Inc PONY Stock Holding History

IDG China Capital Fund III Associates’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
2025 Q4	–	Sell	-4,570,712	Closed	-$103M	–	3
2025 Q3	$103M	Sell	4,570,712 -1,823,545	-29%	-$27.7M	6.52%	2
2025 Q2	$84.4M	Sell	6,394,257 -135,332	-2%	-$1.63M	3.82%	2
2025 Q1	$57.6M	Hold	6,529,589	–	–	87.09%	1
2024 Q4	$93.7M	Buy	+6,529,589	New	+$86.8M	93.27%	1

Other funds holding PONY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IDG China Capital Fund III Associates's PONY Position: Q4 2025 in Review

IDG China Capital Fund III Associates sold out of Pony AI Inc (PONY) in Q4 2025, closing a stake of 4,570,712 shares — an estimated $103M sold.

IDG China Capital Fund III Associates first reported a position in PONY in Q4 2024 and held it in 4 quarters. The position peaked at $103M in Q3 2025. 139 funds tracked by Wall St. Rank hold PONY as of Q4 2025.

IDG China Capital Fund III Associates reported no remaining Pony AI Inc position as of Q4 2025 after selling out during the quarter.
IDG China Capital Fund III Associates sold 4,570,712 Pony AI Inc shares in Q4 2025, an estimated $103M.
IDG China Capital Fund III Associates first reported a position in Pony AI Inc in Q4 2024 and held it in 4 quarters.
IDG China Capital Fund III Associates's Pony AI Inc position peaked at $103M in Q3 2025.
139 funds tracked by Wall St. Rank held Pony AI Inc as of Q4 2025.

Based on IDG China Capital Fund III Associates's 13F filing for Q4 2025, filed 13 Feb 2026.