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 Q2	$141M	Buy	3,077,987 +1,192,164	+63%	+$60.6M	15.89%	3
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 $2.44B 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

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

Discerene Group's EDU Position: Q2 2026 in Review

Discerene Group increased its New Oriental (EDU) stake by 63% in Q2 2026, buying an estimated $60.6M and bringing the position to 3,077,987 shares worth $141M. The position accounts for 15.89% of the portfolio, ranked #3.

Discerene Group first reported a position in EDU in Q3 2021 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Discerene Group held 3,077,987 shares of New Oriental worth $141M as of Q2 2026.
Discerene Group bought 1,192,164 New Oriental shares in Q2 2026, an estimated $60.6M.
New Oriental made up 15.89% of Discerene Group's portfolio in Q2 2026, its #3 holding.
Discerene Group first reported a position in New Oriental in Q3 2021 and has held it in 15 quarters since.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Discerene Group's 13F filing for Q2 2026, filed 14 Aug 2026.