Alkeon Capital Management
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Alkeon Capital Management’s New Oriental EDU Stock Holding History

Alkeon Capital Management’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.3M Hold
1,727,986
– – 0.11% 79
2026
Q1 		$97.9M Buy
1,727,986
+280,000
+19% +$16M 0.16% 70
2025
Q4 		$79.7M Hold
1,447,986
– – 0.13% 76
2025
Q3 		$76.8M Sell
1,447,986
-745,500
-34% -$36.8M 0.11% 70
2025
Q2 		$118M Buy
2,193,486
+1,104,000
+101% +$52.4M 0.2% 57
2025
Q1 		$52.1M Sell
1,089,486
-214,111
-16% -$11M 0.11% 73
2024
Q4 		$83.7M Sell
1,303,597
-260,000
-17% -$16.7M 0.17% 56
2024
Q3 		$119M Sell
1,563,597
-1,344
-0.1% -$92.1K 0.2% 56
2024
Q2 		$122M Sell
1,564,941
-225,000
-13% -$18.3M 0.2% 59
2024
Q1 		$155M Buy
1,789,941
+600,000
+50% +$50.9M 0.27% 52
2023
Q4 		$87.2M Sell
1,189,941
-2,779,640
-70% -$193M 0.19% 61
2023
Q3 		$232M Sell
3,969,581
-331,000
-8% -$17.4M 0.42% 35
2023
Q2 		$170M Buy
4,300,581
+3,030,209
+239% +$121M 0.3% 48
2023
Q1 		$49M Sell
1,270,372
-570,138
-31% -$23M 0.11% 84
2022
Q4 		$64.1M Sell
1,840,510
-2,097,950
-53% -$59.3M 0.25% 79
2022
Q3 		$94.4M Sell
3,938,460
-3,203,625
-45% -$79.6M 0.31% 75
2022
Q2 		$145M Buy
7,142,085
+4,999,995
+233% +$68.5M 0.39% 59
2022
Q1 		$24.6M Buy
2,142,090
+325,514
+18% +$4.74M 0.05% 123
2021
Q4 		$38.1M Sell
1,816,576
-577,699
-24% -$12.5M 0.07% 112
2021
Q3 		$49.1M Buy
2,394,275
+697,711
+41% +$22.2M 0.08% 118
2021
Q2 		$139M Buy
1,696,564
+205,000
+14% +$24.9M 0.21% 86
2021
Q1 		$209M Sell
1,491,564
-409,291
-22% -$71.5M 0.31% 64
2020
Q4 		$353M Buy
1,900,855
+24,855
+1% +$4.18M 0.57% 37
2020
Q3 		$280M Buy
1,876,000
+150,000
+9% +$21.7M 0.52% 35
2020
Q2 		$225M Buy
1,726,000
+100,000
+6% +$12.2M 0.57% 38
2020
Q1 		$176M Buy
1,626,000
+575,000
+55% +$73.8M 0.75% 33
2019
Q4 		$127M Sell
1,051,000
-576,500
-35% -$68.9M 0.47% 55
2019
Q3 		$180M Buy
1,627,500
+550,000
+51% +$57.6M 0.64% 34
2019
Q2 		$104M Buy
1,077,500
+225,000
+26% +$20.1M 0.41% 51
2019
Q1 		$76.8M Buy
+852,500
New +$64.2M 0.38% 63

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management's EDU Position: Q2 2026 in Review

Alkeon Capital Management held its New Oriental (EDU) position steady in Q2 2026 at 1,727,986 shares worth $79.3M. The position accounts for 0.11% of the portfolio, ranked #79.

Alkeon Capital Management first reported a position in EDU in Q1 2019 and has held it in 30 quarters since. The position peaked at $353M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Alkeon Capital Management held 1,727,986 shares of New Oriental worth $79.3M as of Q2 2026.
  • Alkeon Capital Management left its New Oriental share count unchanged in Q2 2026.
  • New Oriental made up 0.11% of Alkeon Capital Management's portfolio in Q2 2026, its #79 holding.
  • Alkeon Capital Management first reported a position in New Oriental in Q1 2019 and has held it in 30 quarters since.
  • Alkeon Capital Management's New Oriental position peaked at $353M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.