Farallon Capital Management’s New Oriental EDU Stock Holding History

Farallon 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	-196,000	Closed	-$10.8M	–	181
2025 Q4	$10.8M	Sell	196,000 -369,150	-65%	-$20.2M	0.05%	73
2025 Q3	$30M	Sell	565,150 -590,000	-51%	-$29.1M	0.12%	66
2025 Q2	$62.3M	Sell	1,155,150 -150,000	-11%	-$7.12M	0.26%	50
2025 Q1	$62.4M	Sell	1,305,150 -1,054,000	-45%	-$54.2M	0.3%	52
2024 Q4	$151M	Sell	2,359,150 -174,450	-7%	-$11.2M	0.66%	48
2024 Q3	$192M	Buy	2,533,600 +1,064,010	+72%	+$72.9M	0.84%	41
2024 Q2	$114M	Buy	1,469,590 +854,590	+139%	+$69.6M	0.49%	47
2024 Q1	$53.4M	Buy	615,000 +602,000	+4,631%	+$51.1M	0.23%	57
2023 Q4	$953K	Hold	13,000	–	–	﹤0.01%	107
2023 Q3	$761K	Hold	13,000	–	–	﹤0.01%	115
2023 Q2	$513K	Hold	13,000	–	–	﹤0.01%	128
2023 Q1	$502K	Hold	13,000	–	–	﹤0.01%	150
2022 Q4	$453K	Hold	13,000	–	–	﹤0.01%	179
2022 Q3	$312K	Hold	13,000	–	–	﹤0.01%	225
2022 Q2	$265K	Hold	13,000	–	–	﹤0.01%	229
2022 Q1	$150K	Hold	13,000	–	–	﹤0.01%	253
2021 Q4	$273K	Hold	13,000	–	–	﹤0.01%	241
2021 Q3	$267K	Hold	13,000	–	–	﹤0.01%	239
2021 Q2	$1.06M	Sell	13,000 -1,581,300	-99%	-$192M	﹤0.01%	220
2021 Q1	$223M	Buy	1,594,300 +440,000	+38%	+$76.9M	1.11%	36
2020 Q4	$214M	Sell	1,154,300 -214,478	-16%	-$36.1M	1.29%	30
2020 Q3	$205M	Buy	1,368,778 +737,778	+117%	+$107M	1.42%	26
2020 Q2	$82.2M	Buy	+631,000	New	+$76.9M	0.66%	44
2014 Q4	–	Sell	-2,363,600	Closed	-$54.8M	–	91
2014 Q3	$54.8M	Hold	2,363,600	–	–	0.88%	37
2014 Q2	$62.8M	Buy	2,363,600 +142,111	+6%	+$3.67M	0.91%	37
2014 Q1	$65.2M	Buy	2,221,489 +1,721,489	+344%	+$51.7M	1.28%	31
2013 Q4	$15.8M	Hold	500,000	–	–	0.33%	53
2013 Q3	$12.4M	Buy	+500,000	New	+$11.4M	0.26%	53

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 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

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

Farallon Capital Management sold out of New Oriental (EDU) in Q1 2026, closing a stake of 196,000 shares — an estimated $10.8M sold.

Farallon Capital Management first reported a position in EDU in Q3 2013 and held it in 28 quarters. The position peaked at $223M in Q1 2021. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Farallon Capital Management reported no remaining New Oriental position as of Q1 2026 after selling out during the quarter.
Farallon Capital Management sold 196,000 New Oriental shares in Q1 2026, an estimated $10.8M.
Farallon Capital Management first reported a position in New Oriental in Q3 2013 and held it in 28 quarters.
Farallon Capital Management's New Oriental position peaked at $223M in Q1 2021.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

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