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Carmignac Gestion’s New Oriental EDU Stock Holding History

Carmignac Gestion’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 		$20.7M Sell
365,386
-3,903
-1% -$223K 0.32% 42
2025
Q4 		$20.3M Buy
369,289
+6,000
+2% +$329K 0.28% 47
2025
Q3 		$19.3M Buy
363,289
+97,956
+37% +$4.83M 0.29% 50
2025
Q2 		$14.3M Sell
265,333
-34,917
-12% -$1.66M 0.22% 52
2025
Q1 		$14.4M Buy
300,250
+270,820
+920% +$13.9M 0.24% 57
2024
Q4 		$1.89M Buy
29,430
+3,204
+12% +$205K 0.03% 100
2024
Q3 		$1.99M Sell
26,226
-224
-0.8% -$15.3K 0.03% 115
2024
Q2 		$2.06M Sell
26,450
-10,246
-28% -$835K 0.04% 110
2024
Q1 		$3.19M Sell
36,696
-17,107
-32% -$1.45M 0.05% 84
2023
Q4 		$3.94M Buy
53,803
+51,874
+2,689% +$3.6M 0.07% 79
2023
Q3 		$113K Sell
1,929
-180,176
-99% -$9.45M ﹤0.01% 141
2023
Q2 		$7.19M Sell
182,105
-822,356
-82% -$32.9M 0.12% 66
2023
Q1 		$38.8M Sell
1,004,461
-378,876
-27% -$15.3M 0.65% 42
2022
Q4 		$48.2M Sell
1,383,337
-1,240,943
-47% -$35.1M 0.87% 33
2022
Q3 		$63M Sell
2,624,280
-961,510
-27% -$23.9M 1.35% 26
2022
Q2 		$73M Sell
3,585,790
-725,265
-17% -$9.94M 1.55% 22
2022
Q1 		$49.6M Buy
4,311,055
+2,812,251
+188% +$40.9M 0.8% 28
2021
Q4 		$31.5M Sell
1,498,804
-2,417,778
-62% -$52.2M 0.44% 39
2021
Q3 		$80.2M Buy
3,916,582
+2,924,739
+295% +$92.9M 1% 29
2021
Q2 		$81.2M Buy
+991,843
New +$120M 0.94% 31
2021
Q1 		– Sell
-5,544
Closed -$1.03M – 143
2020
Q4 		$1.03M Buy
5,544
+5,146
+1,293% +$866K 0.01% 117
2020
Q3 		$60K Sell
398
-2,333
-85% -$337K ﹤0.01% 129
2020
Q2 		$356K Sell
2,731
-3,765
-58% -$459K ﹤0.01% 115
2020
Q1 		$703K Buy
+6,496
New +$834K 0.01% 108

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carmignac Gestion's EDU Position: Q1 2026 in Review

Carmignac Gestion reduced its New Oriental (EDU) stake by 1.1% in Q1 2026, selling an estimated $223K and leaving 365,386 shares worth $20.7M. The position accounts for 0.32% of the portfolio, ranked #42.

Carmignac Gestion first reported a position in EDU in Q1 2020 and has held it in 24 quarters since. The position peaked at $81.2M in Q2 2021. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Carmignac Gestion held 365,386 shares of New Oriental worth $20.7M as of Q1 2026.
  • Carmignac Gestion sold 3,903 New Oriental shares in Q1 2026, an estimated $223K.
  • New Oriental made up 0.32% of Carmignac Gestion's portfolio in Q1 2026, its #42 holding.
  • Carmignac Gestion first reported a position in New Oriental in Q1 2020 and has held it in 24 quarters since.
  • Carmignac Gestion's New Oriental position peaked at $81.2M in Q2 2021.
  • 179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.