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Cederberg Capital’s New Oriental EDU Stock Holding History

Cederberg Capital’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 		$4.14M Sell
73,048
-826,670
-92% -$47.2M 2.22% 7
2025
Q4 		$49.5M Buy
899,718
+92,000
+11% +$5.04M 16.08% 3
2025
Q3 		$42.9M Sell
807,718
-120,800
-13% -$5.96M 12.24% 3
2025
Q2 		$50.1M Sell
928,518
-20,382
-2% -$968K 18.39% 3
2025
Q1 		$45.4M Sell
948,900
-139,150
-13% -$7.15M 17.53% 3
2024
Q4 		$69.8M Buy
1,088,050
+5,000
+0.5% +$320K 23.7% 1
2024
Q3 		$82.1M Buy
1,083,050
+10,350
+1% +$709K 21.28% 1
2024
Q2 		$83.4M Sell
1,072,700
-180,150
-14% -$14.7M 27.41% 2
2024
Q1 		$109M Sell
1,252,850
-133,650
-10% -$11.3M 30.16% 2
2023
Q4 		$102M Sell
1,386,500
-6,200
-0.4% -$430K 23.38% 2
2023
Q3 		$81.5M Buy
+1,392,700
New +$73M 22.84% 3
2022
Q1 		– Sell
-670,226
Closed -$14.1M – 12
2021
Q4 		$14.1M Sell
670,226
-142,029
-17% -$3.06M 2.79% 7
2021
Q3 		$16.7M Hold
812,255
– – 2.16% 8
2021
Q2 		$66.5M Hold
812,255
– – 5.98% 8
2021
Q1 		$114M Sell
812,255
-8,410,295
-91% -$1.47B 8.37% 7
2020
Q4 		$1.71B Buy
9,222,550
+1,000,000
+12% +$168M 62.97% 1
2020
Q3 		$123M Buy
8,222,550
+7,400,295
+900% +$1.07B 12.84% 4
2020
Q2 		$107M Buy
822,255
+109,800
+15% +$13.4M 13.24% 5
2020
Q1 		$77.1M Sell
712,455
-102,225
-13% -$13.1M 13.16% 4
2019
Q4 		$98.8M Buy
814,680
+74,880
+10% +$8.95M 13.87% 2
2019
Q3 		$81.9M Buy
739,800
+281,800
+62% +$29.5M 16.46% 2
2019
Q2 		$44.2M Buy
458,000
+265,000
+137% +$23.7M 11.29% 4
2019
Q1 		$17.4M Buy
193,000
+30,000
+18% +$2.26M 5.54% 6
2018
Q4 		$8.93M Buy
+163,000
New +$9.44M 3.93% 6

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

Cederberg Capital's EDU Position: Q1 2026 in Review

Cederberg Capital reduced its New Oriental (EDU) stake by 92% in Q1 2026, selling an estimated $47.2M and leaving 73,048 shares worth $4.14M. The position accounts for 2.22% of the portfolio, ranked #7.

Cederberg Capital first reported a position in EDU in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.71B in Q4 2020. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Cederberg Capital held 73,048 shares of New Oriental worth $4.14M as of Q1 2026.
  • Cederberg Capital sold 826,670 New Oriental shares in Q1 2026, an estimated $47.2M.
  • New Oriental made up 2.22% of Cederberg Capital's portfolio in Q1 2026, its #7 holding.
  • Cederberg Capital first reported a position in New Oriental in Q4 2018 and has held it in 24 quarters since.
  • Cederberg Capital's New Oriental position peaked at $1.71B in Q4 2020.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Cederberg Capital's 13F filing for Q1 2026, filed 15 May 2026.