FORM 2 - Corporate Substantial Shareholder Notice
Form Serial Number
:
CS20260611E00392
1.
Date of relevant event
:
08/06/2026
(dd/mm/yyyy)
2.
Date when the substantial shareholder becomes aware of the relevant event / interest in the shares (if later)
:
(dd/mm/yyyy)
3.
Stock code
:
02026
4.
Name of listed corporation
:
Pony AI Inc. - W
5.
Class of shares
:
Others
6.
Number of issued shares in class
:
352,452,783
7.
Name of substantial shareholder
:
The Goldman Sachs Group, Inc.
8.
Registered office
:
Corporation Trust Center, 1209 Orange Street, Wilmington, DE 19801, USA
9.
Principal place of business in Hong Kong
:
Nil
15.
Exchange on which listed
:
New York Stock Exchange
16.
Name of listed parent and exchange on which parent is listed
:
Nil
17.
Details of relevant event
:
Brief description of relevant event
Capacity in which shares were/are held
Number of shares bought/sold or involved
Currency of transaction
On Exchange
Off Exchange
Before relevant event
After relevant event
Highest price (per share)
Average price (per share)
Average consideration (per share)
Nature of consideration
Long position
1213
The percentage level of your interest in the shares has reduced because:
any other event (you must briefly describe the relevant event in the Supplementary Information box)
2201
Interest of corporation controlled by you
245,449
Short position
18.
Total shares immediately before the relevant event
:
Total number of shares
Percentage figure (%)
Long position
24,891,419
7.06
Short position
15,286,447
4.34
19.
Total shares immediately after the relevant event
:
Total number of shares
Percentage figure (%)
Long position
24,645,970
6.99
Short position
15,286,447
4.34
20.
Capacity in which interests disclosed in Box 19 are held
:
Capacity code
Number of shares
2201
Interest of corporation controlled by you
Long position
24,645,970
Short position
15,286,447
21.
Further information in respect of derivative interests
:
Derivatives code
Number of shares
4101
Listed derivatives - Physically settled
Long position
14,366,058
Short position
8,176,451
4105
Unlisted derivatives - Physically settled
Long position
7,087,319
Short position
6,261,535
4106
Unlisted derivatives - Cash settled
Long position
1,465,644
Short position
84,149
22.
Further information in relation to interests of corporations controlled by substantial shareholder
:
Name of controlled corporation
Address and place of incorporation
Name of controlling person
% control
Direct interest (Y/N)
Number of shares
Goldman Sachs & Co. LLC
200 West Street, New York, NY 10282, USA
The Goldman Sachs Group, Inc.
100.00
Y
Long position
10,073,551
Short position
9,955,244
Goldman Sachs (UK) L.L.C.
Corporation Trust Center, 1209 Orange Street, Wilmington, DE 19801, USA
The Goldman Sachs Group, Inc.
100.00
N
Long position
14,561,765
Short position
5,331,203
Goldman Sachs Group UK Limited
Plumtree Court, 25 Shoe Lane, London, EC4A 4AU, GBR
Goldman Sachs (UK) L.L.C.
100.00
N
Long position
14,561,765
Short position
5,331,203
Goldman Sachs International
Plumtree Court, 25 Shoe Lane, London, EC4A 4AU, GBR
Goldman Sachs Group UK Limited
100.00
Y
Long position
14,561,765
Short position
5,331,203
GSAM Holdings LLC
251 Little Falls Dr., Wilmington, DE 19808, USA
The Goldman Sachs Group, Inc.
100.00
N
Long position
10,634
Short position
0
Goldman Sachs Asset Management, L.P.
Corporation Trust Center, 1209 Orange Street, Wilmington, DE 19801, USA
GSAM Holdings LLC
99.00
Y
Long position
10,634
Short position
0
Folio Financial, Inc.
8180 Greensboro Drive, 8th Floor, McLean, VA 22102, USA
The Goldman Sachs Group, Inc.
100.00
N
Long position
20
Short position
0
Folio Investments, Inc.
8180 Greensboro Drive, 8th Floor, McLean, VA 22102, USA
Folio Financial, Inc.
100.00
Y
Long position
20
Short position
0
23.
Further information in relation to interests held by substantial shareholder jointly with another person
:
Name of joint shareholder
Address
Number of shares
24.
Further information from a trustee, a beneficiary of a trust, or a person who set up a discretionary trust
:
Names of trust
Address
Status code
Number of shares
25.
Further information from a party to an agreement under Section 317 (Please see Notes for further information required)
:
Names of other parties
Address
Number of shares
Total number of shares in which a substantial shareholder is interested under sections 317 and 318
26.
Details of person(s) in accordance with whose directions the substantial shareholder or its directors are accustomed to act
:
Names
Address
Relationship Code
Percentage (%)
27.
Supplementary information
:
Class of shares concerned is Class A ordinary shares. The percentage level of our interest in the shares has decreased due to a decrease in the relevant borrow positions.
28.
Log/Serial Number of the previous form
:
29.
Number of concert party document(s) under section 317 attached/uploaded
:
Date of filing this Form 2
:
11/06/2026
(dd/mm/yyyy)