Aspex Management (HK)’s New Oriental EDU Stock Holding History

Aspex Management (HK)’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	$208M	Sell	4,523,574 -9,091	-0.2%	-$462K	2.34%	14
2026 Q1	$257M	Sell	4,532,665 -492,320	-10%	-$28.1M	3.72%	11
2025 Q4	$277M	Sell	5,024,985 -854,378	-15%	-$46.8M	5.59%	8
2025 Q3	$312M	Sell	5,879,363 -1,101,825	-16%	-$54.4M	6.61%	5
2025 Q2	$377M	Buy	6,981,188 +1,106,716	+19%	+$52.6M	8.19%	4
2025 Q1	$281M	Sell	5,874,472 -1,580,434	-21%	-$81.2M	7.22%	4
2024 Q4	$478M	Buy	7,454,906 +2,701,566	+57%	+$173M	12.93%	2
2024 Q3	$360M	Buy	4,753,340 +1,513,640	+47%	+$104M	9.54%	3
2024 Q2	$252M	Buy	+3,239,700	New	+$264M	5.38%	5
2023 Q3	–	Sell	-707,606	Closed	-$27.9M	–	31
2023 Q2	$27.9M	Buy	707,606 +512,242	+262%	+$20.5M	0.81%	18
2023 Q1	$7.54M	Hold	195,364	–	–	0.19%	29
2022 Q4	$6.8M	Buy	+195,364	New	+$5.52M	0.19%	27
2021 Q2	–	Sell	-76,267	Closed	-$10.7M	–	25
2021 Q1	$10.7M	Buy	+76,267	New	+$13.3M	0.42%	19

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspex Management (HK)'s EDU Position: Q2 2026 in Review

Aspex Management (HK) reduced its New Oriental (EDU) stake by 0.2% in Q2 2026, selling an estimated $462K and leaving 4,523,574 shares worth $208M. The position accounts for 2.34% of the portfolio, ranked #14.

Aspex Management (HK) first reported a position in EDU in Q1 2021 and has held it in 13 quarters since. The position peaked at $478M in Q4 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Aspex Management (HK) held 4,523,574 shares of New Oriental worth $208M as of Q2 2026.
Aspex Management (HK) sold 9,091 New Oriental shares in Q2 2026, an estimated $462K.
New Oriental made up 2.34% of Aspex Management (HK)'s portfolio in Q2 2026, its #14 holding.
Aspex Management (HK) first reported a position in New Oriental in Q1 2021 and has held it in 13 quarters since.
Aspex Management (HK)'s New Oriental position peaked at $478M in Q4 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Aspex Management (HK)'s 13F filing for Q2 2026, filed 14 Aug 2026.