YC
PONY

Yarbrough Capital’s Pony AI Inc PONY Stock Holding History

Yarbrough 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
2025
Q2 		– Sell
-100,001
Closed -$882K – 206
2025
Q1 		$882K Buy
100,001
+27,538
+38% +$393K 0.04% 101
2024
Q4 		$1.04M Buy
+72,463
New +$964K 0.04% 92

Other funds holding PONY

ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Yarbrough Capital's PONY Position: Q2 2025 in Review

Yarbrough Capital sold out of Pony AI Inc (PONY) in Q2 2025, closing a stake of 100,001 shares — an estimated $882K sold.

Yarbrough Capital first reported a position in PONY in Q4 2024 and held it in 2 quarters. The position peaked at $1.04M in Q4 2024. 110 funds tracked by Wall St. Rank hold PONY as of Q2 2025.

  • Yarbrough Capital reported no remaining Pony AI Inc position as of Q2 2025 after selling out during the quarter.
  • Yarbrough Capital sold 100,001 Pony AI Inc shares in Q2 2025, an estimated $882K.
  • Yarbrough Capital first reported a position in Pony AI Inc in Q4 2024 and held it in 2 quarters.
  • Yarbrough Capital's Pony AI Inc position peaked at $1.04M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2025.

Based on Yarbrough Capital's 13F filing for Q2 2025, filed 15 Jul 2025.