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Baillie Gifford -Emerging Markets's investment thesis on Pony AI Inc. ($PONY) — Q2 2025 | Buyside Digest

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$PONYNASDAQPony AI Inc.

BULL

Baillie Gifford -Emerging Markets—PONY

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$7.75USD

+5.4% vs last month

$12.86Pitched

-39.8% since pitch

Market Cap$3.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Pony.ai was initiated as a position following commercial robotaxi progress and clear regulatory frameworks established in China. The company trades...

— Andrew Stobart / Mike Gush / Ben Durrant

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