Lingotto Investment Management’s Pony AI Inc PONY Stock Holding History

Lingotto Investment 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	$12.6M	Sell	1,817,066 -1,507,002	-45%	-$14M	0.27%	26
2026 Q1	$31.4M	Sell	3,324,068 -783,444	-19%	-$10.8M	0.62%	21
2025 Q4	$59.6M	Buy	4,107,512 +1,727,620	+73%	+$28.7M	1.04%	18
2025 Q3	$53.5M	Hold	2,379,892	–	–	0.99%	17
2025 Q2	$31.4M	Buy	2,379,892 +850,000	+56%	+$10.3M	0.67%	21
2025 Q1	$13.5M	Buy	1,529,892 +329,892	+27%	+$4.71M	0.35%	25
2024 Q4	$17.2M	Buy	+1,200,000	New	+$16M	0.46%	24

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

Lingotto Investment Management's PONY Position: Q2 2026 in Review

Lingotto Investment Management reduced its Pony AI Inc (PONY) stake by 45% in Q2 2026, selling an estimated $14M and leaving 1,817,066 shares worth $12.6M. The position accounts for 0.27% of the portfolio, ranked #26.

Lingotto Investment Management first reported a position in PONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.6M in Q4 2025. 155 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

Lingotto Investment Management held 1,817,066 shares of Pony AI Inc worth $12.6M as of Q2 2026.
Lingotto Investment Management sold 1,507,002 Pony AI Inc shares in Q2 2026, an estimated $14M.
Pony AI Inc made up 0.27% of Lingotto Investment Management's portfolio in Q2 2026, its #26 holding.
Lingotto Investment Management first reported a position in Pony AI Inc in Q4 2024 and has held it in 7 quarters since.
Lingotto Investment Management's Pony AI Inc position peaked at $59.6M in Q4 2025.
155 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.