Pony AI (PONY) Sees Billionaire Holdings Drop by $143M in 2026

Billionaire holdings in Pony AI Inc. (PONY) fell from approximately $238.68 million in Q4 2025 to $95.25 million in Q1 2026, a decrease of about $143.43 million. On June 8, 2026, Cathie Wood's ARK Investment added 45,949 shares of PONY for approximately $396,080. Meanwhile, Macquarie analyst Eugene Hsiao lowered PONY's price target from $25 to $24, despite a 60% revenue beat driven by a 400% increase in robotaxi revenue. Pony AI also increased its year-end robotaxi fleet target from 1,700 to 3,500 vehicles while reporting a net loss that widened to $53.5 million from $37.4 million a year earlier.