PONY
Pony AI Inc
2 super-investors hold PONY worth a combined $45M. The largest position: Chase Coleman at 0.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 14 — ranked #705 of 724 scored stocks.
Why super-investors own PONY
Interest in PONY (Pony AI) within this cohort is minimal and static. Only two super-investors hold the stock — Chase Coleman at $27M (0.1% of his portfolio) and Joel Greenblatt at $18M (a rounding-error allocation) — for a combined $45M. Cohort ownership has held at just one disclosed holder for six consecutive quarters before the current count, suggesting Coleman has been the anchor position with Greenblatt's stake a recent or small addition. No one in the cohort added, trimmed, started, or exited in 2026Q1, and peak concentration of 0.1% signals neither manager treats this as a meaningful conviction bet. With zero momentum in either direction, super-investor interest here is best characterized as negligible.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 0.1% | 6q | $27M | 2,900,000 |
| 2 | Joel Greenblatt | <0.1% | 5q | $18M | 1,864,902 |
Owners of PONY also hold
Long US equity 13F-HR filings only. CUSIP 732908108. Not investment advice.