Discerene Group’s New Oriental EDU Stock Holding History

Discerene Group’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	$107M	Sell	1,885,823 -69,607	-4%	-$3.98M	11.28%	3
2025 Q4	$108M	Buy	1,955,430 +374,916	+24%	+$20.6M	10.19%	3
2025 Q3	$83.9M	Hold	1,580,514	–	–	7.16%	3
2025 Q2	$85.3M	Hold	1,580,514	–	–	8.79%	4
2025 Q1	$75.6M	Buy	+1,580,514	New	+$81.2M	7.54%	3
2023 Q4	–	Sell	-1,320,766	Closed	-$77.3M	–	15
2023 Q3	$77.3M	Hold	1,320,766	–	–	9.51%	5
2023 Q2	$52.2M	Hold	1,320,766	–	–	6.82%	6
2023 Q1	$51M	Hold	1,320,766	–	–	6.58%	6
2022 Q4	$46M	Hold	1,320,766	–	–	5.68%	6
2022 Q3	$31.7M	Hold	1,320,766	–	–	4.67%	6
2022 Q2	$26.9M	Sell	1,320,766 -3	-0%	-$41	3.65%	6
2022 Q1	$15.2M	Buy	1,320,769 +41,350	+3%	+$602K	1.94%	8
2021 Q4	$26.9M	Buy	1,279,419 +270,130	+27%	+$5.83M	5.49%	5
2021 Q3	$20.7M	Buy	+1,009,289	New	+$32M	6.48%	5

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Discerene Group's EDU Position: Q1 2026 in Review

Discerene Group reduced its New Oriental (EDU) stake by 3.6% in Q1 2026, selling an estimated $3.98M and leaving 1,885,823 shares worth $107M. The position accounts for 11.28% of the portfolio, ranked #3.

Discerene Group first reported a position in EDU in Q3 2021 and has held it in 14 quarters since. The position peaked at $108M in Q4 2025. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Discerene Group held 1,885,823 shares of New Oriental worth $107M as of Q1 2026.
Discerene Group sold 69,607 New Oriental shares in Q1 2026, an estimated $3.98M.
New Oriental made up 11.28% of Discerene Group's portfolio in Q1 2026, its #3 holding.
Discerene Group first reported a position in New Oriental in Q3 2021 and has held it in 14 quarters since.
Discerene Group's New Oriental position peaked at $108M in Q4 2025.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Discerene Group's 13F filing for Q1 2026, filed 14 May 2026.