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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Renaissance Capital's PONY Position: Q1 2026 in Review

Renaissance Capital increased its Pony AI Inc (PONY) stake by 608% in Q1 2026, buying an estimated $1.42M and bringing the position to 119,586 shares worth $1.18M. The position accounts for 0.86% of the portfolio, ranked #27.

Renaissance Capital first reported a position in PONY in Q1 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold PONY as of Q1 2026.

  • Renaissance Capital held 119,586 shares of Pony AI Inc worth $1.18M as of Q1 2026.
  • Renaissance Capital bought 102,705 Pony AI Inc shares in Q1 2026, an estimated $1.42M.
  • Pony AI Inc made up 0.86% of Renaissance Capital's portfolio in Q1 2026, its #27 holding.
  • Renaissance Capital first reported a position in Pony AI Inc in Q1 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Pony AI Inc as of Q1 2026.

Based on Renaissance Capital's 13F filing for Q1 2026, filed 7 May 2026.