TMT General Partner Ltd PONY — PONY AI INC

Ownership history in TMT General Partner Ltd  ·  4 quarters on record

AI Ownership Summary

TMT General Partner Ltd reported PONY AI INC (PONY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 26.23% in 2026 Q1. The latest visible filing shows PONY at 26.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PONY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TMT General Partner Ltd's position in PONY AI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PONY was reported at 26.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PONY stock page TMT General Partner Ltd fund profile TMT General Partner Ltd full holdings
How TMT General Partner Ltd held PONY — position size vs. price
% of Fund (quarterly)    PONY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,942,135 +5,024,721 +262.1% 26.23% $65.5M 2026-05-08 $9.29
2025 Q4 REDUCED 39.2% -34.9% ✅ 1,917,414 -1,236,334 -39.2% 11.30% $27.8M 2026-01-30 $13.88
2025 Q3 REDUCED 42.1% -33.7% ✅ 3,153,748 -2,293,441 -42.1% 18.79% $70.9M 2025-10-30 $19.76
2025 Q2 INITIATED — — — 5,447,189 — — 23.26% $71.9M 2025-08-04 $14.06

🏢 Other funds also holding PONY

As of 2026 Q1 — sorted by position size

IDG China Venture Capital Fund IV Associates L.P. 3Y 17.18% Yunqi Capital Ltd 3Y 4.24% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 1.77% Renaissance Capital LLC 3Y 0.86% Green Alpha Advisors, LLC 3Y 0.38% Amova Asset Management Americas, Inc. 3Y 7Y 0.24% Carlyle Group Inc. 3Y 7Y 0.21% Baader Bank Aktiengesellschaft 3Y 0.15% ARK Investment Management LLC 3Y 7Y 0.14% BAILLIE GIFFORD & CO 3Y 7Y 0.06%

FAQ About TMT General Partner Ltd and PONY

These are the practical questions this page is built to answer before you even open the full history table.

How long has TMT General Partner Ltd reported owning PONY?

TMT General Partner Ltd reported PONY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PONY position in TMT General Partner Ltd's portfolio?

The largest reported portfolio weight for PONY was 26.23% in 2026 Q1.

What is the latest reported PONY position on this page?

The most recent filing on this page is 2026 Q1, when TMT General Partner Ltd reported 6,942,135 shares, equal to 26.23% of portfolio, with an estimated market value of $65.5M.

What does the chart on this PONY ownership page compare?

The chart compares TMT General Partner Ltd's quarterly PONY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TMT General Partner Ltd time their PONY position?

Based on 13F filing dates vs. subsequent PONY price moves, TMT General Partner Ltd correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PONY relative to SPY over the holding period was -53.4%.

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