Barometer Capital Management’s New Oriental EDU Stock Holding History

Barometer 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 Q1	–	Sell	-121,722	Closed	-$5.38M	–	133
2025 Q4	$5.38M	Buy	121,722 +105,722	+661%	+$5.8M	1.29%	26
2025 Q3	$849K	Buy	16,000 +7,000	+78%	+$345K	0.19%	77
2025 Q2	$486K	Buy	9,000 +2,200	+32%	+$104K	0.13%	89
2025 Q1	$325K	Buy	6,800 +4,500	+196%	+$231K	0.12%	80
2024 Q4	$179K	Hold	2,300	–	–	0.07%	112
2024 Q3	$174K	Hold	2,300	–	–	0.05%	127
2024 Q2	$179K	Buy	+2,300	New	+$187K	0.07%	129

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barometer Capital Management's EDU Position: Q1 2026 in Review

Barometer Capital Management sold out of New Oriental (EDU) in Q1 2026, closing a stake of 121,722 shares — an estimated $5.38M sold.

Barometer Capital Management first reported a position in EDU in Q2 2024 and held it in 7 quarters. The position peaked at $5.38M in Q4 2025. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Barometer Capital Management reported no remaining New Oriental position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 121,722 New Oriental shares in Q1 2026, an estimated $5.38M.
Barometer Capital Management first reported a position in New Oriental in Q2 2024 and held it in 7 quarters.
Barometer Capital Management's New Oriental position peaked at $5.38M in Q4 2025.
179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.