TGP
PONY

TMT General Partner’s Pony AI Inc PONY Stock Holding History

TMT General Partner’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 		$48.2M Hold
6,942,135
– – 24.89% 2
2026
Q1 		$65.5M Buy
6,942,135
+5,024,721
+262% +$69.2M 26.23% 2
2025
Q4 		$27.8M Sell
1,917,414
-1,236,334
-39% -$20.6M 11.3% 2
2025
Q3 		$70.9M Sell
3,153,748
-2,293,441
-42% -$34.9M 18.79% 2
2025
Q2 		$71.9M Buy
+5,447,189
New +$65.8M 23.26% 2

Other funds holding PONY

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TMT General Partner's PONY Position: Q2 2026 in Review

TMT General Partner held its Pony AI Inc (PONY) position steady in Q2 2026 at 6,942,135 shares worth $48.2M. The position accounts for 24.89% of the portfolio, ranked #2.

TMT General Partner first reported a position in PONY in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.9M in Q2 2025. 27 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • TMT General Partner held 6,942,135 shares of Pony AI Inc worth $48.2M as of Q2 2026.
  • TMT General Partner left its Pony AI Inc share count unchanged in Q2 2026.
  • Pony AI Inc made up 24.89% of TMT General Partner's portfolio in Q2 2026, its #2 holding.
  • TMT General Partner first reported a position in Pony AI Inc in Q2 2025 and has held it in 5 quarters since.
  • TMT General Partner's Pony AI Inc position peaked at $71.9M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

Based on TMT General Partner's 13F filing for Q2 2026, filed 28 Jul 2026.