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

IDG China Venture Capital Fund IV 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
2026 Q2	$27.7M	Hold	3,989,250	–	–	18.83%	2
2026 Q1	$37.7M	Buy	3,989,250 +1,773,000	+80%	+$24.4M	17.18%	2
2025 Q4	$32.1M	Sell	2,216,250 -7,071,865	-76%	-$118M	13.76%	2
2025 Q3	$209M	Sell	9,288,115 -605,162	-6%	-$9.21M	43.85%	2
2025 Q2	$131M	Sell	9,893,277 -209,388	-2%	-$2.53M	32.01%	2
2025 Q1	$89.1M	Hold	10,102,665	–	–	22.11%	2
2024 Q4	$145M	Buy	+10,102,665	New	+$134M	33.66%	2

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

TGP

TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

LIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

IDG China Venture Capital Fund IV Associates's PONY Position: Q2 2026 in Review

IDG China Venture Capital Fund IV Associates held its Pony AI Inc (PONY) position steady in Q2 2026 at 3,989,250 shares worth $27.7M. The position accounts for 18.83% of the portfolio, ranked #2.

IDG China Venture Capital Fund IV Associates first reported a position in PONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $209M in Q3 2025. 60 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

IDG China Venture Capital Fund IV Associates held 3,989,250 shares of Pony AI Inc worth $27.7M as of Q2 2026.
IDG China Venture Capital Fund IV Associates left its Pony AI Inc share count unchanged in Q2 2026.
Pony AI Inc made up 18.83% of IDG China Venture Capital Fund IV Associates's portfolio in Q2 2026, its #2 holding.
IDG China Venture Capital Fund IV Associates first reported a position in Pony AI Inc in Q4 2024 and has held it in 7 quarters since.
IDG China Venture Capital Fund IV Associates's Pony AI Inc position peaked at $209M in Q3 2025.
60 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on IDG China Venture Capital Fund IV Associates's 13F filing for Q2 2026, filed 7 Aug 2026.