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PONY AI INC SPONSORED ADS · 13F 机构持仓分析
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PONY AI INC SPONSORED ADS

PONY
持有机构数
157
机构合计市值 (Q2 2026)
$9.73亿
机构合计股数 (Q2 2026)
1.40亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,157.9万股
104 · 37 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,872.2万股
62 · 30 清仓 · ≈
⚖️ 净额
+2,285.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.73亿
持有机构数
157
新买入
37
加仓
67
减仓
32
清仓
30
持股不变
21
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
安大略教师退休基金ONTARIO TEACHERS PENSION PLAN BOARD
0.91%1.4%#6$1.50亿2,164.2万股$6,128.9万649.3万股+1,514.9万股+233.33%加仓
百利吉福德BAILLIE GIFFORD & CO
0.08%0.06%#23$8,632.6万1,242.1万股$6,003.3万635.9万股+606.2万股+95.32%加仓
富达投资FMR LLC
<0.01%0.01%#60$7,514.8万1,081.3万股$1.31亿1,391.1万股-309.8万股-22.27%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#77$5,665.5万815.2万股$7,427.7万786.8万股+28.3万股+3.60%加仓
HSG Holding Ltd
4.38%6.18%#3$5,239.2万753.8万股$1.00亿753.8万股00.00%持仓不变
TMT General Partner Ltd
24.89%26.23%#1$4,824.8万694.2万股$6,553.4万694.2万股00.00%持仓不变
挪威央行投资管理NORGES BANK
<0.01%#55$3,688.7万530.7万股$00股+530.7万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#54$3,177.6万457.2万股$1,785.7万189.2万股+268.0万股+141.70%加仓
未来资产环球ETFMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
0.04%0.05%#32$3,078.0万442.9万股$4,034.7万427.7万股+15.2万股+3.56%加仓
Aspex Management (HK) Ltd
0.31%0.57%#9$2,877.6万414.0万股$3,908.6万414.0万股00.00%持仓不变
IDG China Venture Capital Fund IV Associates L.P.
18.83%17.18%#2$2,772.5万398.9万股$3,765.9万398.9万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#79$2,021.3万290.8万股$7,444.9万331.0万股-40.2万股-12.14%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%0.01%#59$1,945.3万279.9万股$2,863.9万303.4万股-23.5万股-7.74%减仓
Eurizon资本Eurizon Capital SGR S.p.A.
0.05%0.03%#29$1,901.4万273.6万股$1,112.5万118.0万股+155.6万股+131.85%加仓
BAMCO(巴伦基金)BAMCO INC /NY/
0.03%0.06%#34$1,890.5万272.0万股$2,006.6万212.6万股+59.4万股+27.97%加仓
M&G(英国)M&G Plc
0.08%0.08%#21$1,702.9万243.3万股$1,474.5万163.8万股+79.4万股+48.49%加仓
凯雷集团Carlyle Group Inc.
0.16%0.21%#15$1,641.9万236.2万股$2,230.2万236.2万股00.00%持仓不变
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%0.01%#57$1,546.7万222.5万股$2,022.1万214.2万股+8.3万股+3.90%加仓
ARK投资管理ARK Investment Management LLC
0.1%0.14%#19$1,537.7万221.2万股$1,818.3万192.6万股+28.6万股+14.86%加仓
MASTERS 资本管理MASTERS CAPITAL MANAGEMENT LLC
0.35%0.61%#8$1,355.3万195.0万股$1,840.8万195.0万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#78$1,295.0万186.3万股$460.7万48.8万股+137.5万股+281.83%加仓
Lingotto 投资管理Lingotto Investment Management LLP
0.27%0.62%#11$1,262.9万181.7万股$3,137.9万332.4万股-150.7万股-45.34%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#74$1,253.1万180.3万股$2,398.9万254.1万股-73.8万股-29.05%减仓
三井住友信托集团Sumitomo Mitsui Trust Group, Inc.
0.01%0.01%#50$1,109.7万159.7万股$1,719.7万182.2万股-22.5万股-12.35%减仓
Amova资产管理Amova Asset Management Americas, Inc.
0.14%0.24%#17$1,106.5万159.7万股$1,717.9万182.2万股-22.5万股-12.35%减仓
吉萨洛资本管理Ghisallo Capital Management LLC
0.06%#26$1,042.5万150.0万股$00股+150.0万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#89$877.9万126.3万股$1,672.8万177.2万股-50.9万股-28.72%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#111$635.3万91.4万股$476.0万50.4万股+41.0万股+81.28%加仓
FIL(富达国际)FIL Ltd
<0.01%0.01%#53$621.5万89.4万股$1,579.4万167.3万股-77.9万股-46.55%减仓
Marex集团Marex Group plc
0.03%0.05%#36$608.6万87.6万股$812.7万86.1万股+1.5万股+1.71%加仓
Flight Deck Capital, LP
2.83%5.77%#4$583.7万84.0万股$792.9万84.0万股00.00%持仓不变
Yiheng Capital Management, L.P.
1.68%2.67%#5$454.0万65.3万股$616.6万65.3万股00.00%持仓不变
停战资本ARMISTICE CAPITAL, LLC
0.06%0.09%#28$451.8万65.0万股$506.0万53.6万股+11.4万股+21.27%加仓
SG Americas Securities, LLC
<0.01%0.01%#67$438.9万63.2万股$539.6万57.2万股+6.0万股+10.50%加仓
英国法通集团Legal & General Group Plc
<0.01%<0.01%#87$335.1万48.2万股$371.6万39.4万股+8.8万股+22.46%加仓
Waterloo Capital, L.P.
0.18%#13$312.3万44.9万股$00股+44.9万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#110$310.4万44.7万股$130.1万13.8万股+30.9万股+223.95%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#130$298.1万42.9万股$147.6万15.6万股+27.3万股+174.33%加仓
DNCA FINANCE
0.14%0.1%#16$296.6万42.7万股$177.0万18.8万股+23.9万股+127.63%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
<0.01%<0.01%#56$277.6万39.9万股$31.0万3.3万股+36.7万股+1,117.24%加仓
巴克莱BARCLAYS PLC
<0.01%<0.01%#95$269.0万38.7万股$2.7万2,868股+38.4万股+13,393.79%加仓
先锋资产管理(英国)VANGUARD ASSET MANAGEMENT, Ltd
<0.01%<0.01%#71$263.3万37.9万股$352.7万37.4万股+5,146股+1.38%加仓
菲代拉姆资管(爱尔兰)Fideuram Asset Management (Ireland) dac
0.05%#30$238.7万30.5万股$00股+30.5万股新买入
CloudAlpha Capital Management Limited/Hong Kong
0.07%#25$232.4万33.4万股$00股+33.4万股新买入
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%#86$232.0万33.4万股$00股+33.4万股新买入
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#105$219.0万31.5万股$298.2万31.6万股-810股-0.26%减仓
老虎环球管理TIGER GLOBAL MANAGEMENT LLC
0.01%0.12%#47$215.6万31.0万股$2,737.6万290.0万股-259.0万股-89.30%减仓
索罗斯基金管理SOROS FUND MANAGEMENT LLC
0.03%0.36%#35$210.4万30.3万股$3,325.4万352.3万股-322.0万股-91.40%减仓
Point72资产管理Point72 Asset Management, L.P.
<0.01%<0.01%#68$197.0万28.4万股$201.1万21.3万股+7.0万股+33.06%加仓
Walleye交易Walleye Trading LLC
<0.01%<0.01%#70$174.2万25.1万股$111.7万11.8万股+13.2万股+111.82%加仓

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