PONY
Pony AI Inc. American Depositary Shares · Technology · Software - Application
Données momentum (gérants comparables) :
étendue des détenteurs +30.0% ·
flux d'actions +30.0% ·
nouvelles positions nettes +20.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -3 | 68.93M | $479.05M | +6 | −8 |
| Q1 2026 | 68 | +5 | 61.97M | $584.99M | +14 | −9 |
| Q4 2025 | 61 | 0 | 64.24M | $931.69M | +1 | −1 |
| Q3 2025 | 18 | +2 | 39.02M | $877.59M | +3 | −1 |
| Q2 2025 | 13 | +4 | 20.34M | $268.47M | +6 | −2 |
| Q1 2025 | 7 | +1 | 4.60M | $40.57M | +4 | −3 |
| Q4 2024 | 6 | +6 | 3.86M | $55.46M | +6 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 7.14M | Nouveau | $94.21M | 0.1% | New | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 7.14M | Nouveau | $94.21M | 0.1% | New | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 7.14M | Nouveau | $94.21M | 0.1% | New | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 7.14M | Nouveau | $94.21M | 0.1% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 5.73M | — | $75.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 2.35M | +17.8% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Soros Fund Management ✦ | 2.13M | +11.9% | $28.10M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 1.06M | Nouveau | $13.96M | 0.0% | New | 1 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 599.04K | Nouveau | $7.91M | 0.0% | New | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 483.27K | Nouveau | $6.38M | 0.0% | New | 1 | SEC ↗ |
| 23 | Tiger Global Management ✦ | 370.00K | 0.0% | $4.88M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Marshall Wace ✦ | 265.50K | +4.7% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 265.50K | +4.7% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 265.50K | +4.7% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 111.56K | Nouveau | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 73.69K | — | $972,655 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 73.69K | — | $972,655 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 73.69K | — | $972,655 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 73.69K | — | $972,655 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Millennium Management ✦ | 27.04K | Nouveau | $356,915 | 0.0% | New | 1 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 10.20K | +0.4% | $134,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Baillie Gifford | $94.21M | 0.1% |
| Baillie Gifford | $94.21M | 0.1% |
| Baillie Gifford | $94.21M | 0.1% |
| Baillie Gifford | $94.21M | 0.1% |
| Citadel Advisors | $13.96M | 0.0% |
| Point72 Asset Management | $7.91M | 0.0% |
| State Street Global Advisors | $6.38M | 0.0% |
| T. Rowe Price | $1.47M | 0.0% |
| Millennium Management | $356,915 | 0.0% |
Sorti(e)
| Renaissance Technologies | $511,560 | était 0.0% |
| Two Sigma Investments | $131,286 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 104.70K actions, $988 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.