RC
PONY

Renaissance Capital’s Pony AI Inc PONY Stock Holding History

Renaissance Capital’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 		$914K Buy
131,574
+11,988
+10% +$111K 0.5% 38
2026
Q1 		$1.18M Buy
119,586
+102,705
+608% +$1.42M 0.86% 27
2025
Q4 		$245K Sell
16,881
-16,809
-50% -$279K 0.18% 37
2025
Q3 		$758K Buy
33,690
+16,579
+97% +$252K 0.42% 31
2025
Q2 		$226K Sell
17,111
-22,802
-57% -$275K 0.16% 28
2025
Q1 		$352K Buy
+39,913
New +$569K 0.27% 28

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

Renaissance Capital's PONY Position: Q2 2026 in Review

Renaissance Capital increased its Pony AI Inc (PONY) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 131,574 shares worth $914K. The position accounts for 0.5% of the portfolio, ranked #38.

Renaissance Capital first reported a position in PONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2026. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • Renaissance Capital held 131,574 shares of Pony AI Inc worth $914K as of Q2 2026.
  • Renaissance Capital bought 11,988 Pony AI Inc shares in Q2 2026, an estimated $111K.
  • Pony AI Inc made up 0.5% of Renaissance Capital's portfolio in Q2 2026, its #38 holding.
  • Renaissance Capital first reported a position in Pony AI Inc in Q1 2025 and has held it in 6 quarters since.
  • Renaissance Capital's Pony AI Inc position peaked at $1.18M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on Renaissance Capital's 13F filing for Q2 2026, filed 5 Aug 2026.