First Beijing Investment Ltd’s New Oriental EDU Stock Holding History

First Beijing Investment Ltd’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	$401M	Sell	8,733,979 -261,279	-3%	-$13.3M	16.41%	3
2026 Q1	$509M	Sell	8,995,258 -1,110,707	-11%	-$63.5M	21.97%	3
2025 Q4	$556M	Buy	10,105,965 +759,464	+8%	+$41.6M	21.93%	3
2025 Q3	$496M	Buy	9,346,501 +2,231,169	+31%	+$110M	19.15%	3
2025 Q2	$384M	Buy	7,115,332 +1,658,954	+30%	+$78.8M	21.48%	3
2025 Q1	$261M	Buy	5,456,378 +5,196,281	+1,998%	+$267M	17.91%	3
2024 Q4	$16.7M	Buy	+260,097	New	+$16.7M	1.19%	10

Other funds holding EDU

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 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

First Beijing Investment Ltd's EDU Position: Q2 2026 in Review

First Beijing Investment Ltd reduced its New Oriental (EDU) stake by 2.9% in Q2 2026, selling an estimated $13.3M and leaving 8,733,979 shares worth $401M. The position accounts for 16.41% of the portfolio, ranked #3.

First Beijing Investment Ltd first reported a position in EDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $556M in Q4 2025. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

First Beijing Investment Ltd held 8,733,979 shares of New Oriental worth $401M as of Q2 2026.
First Beijing Investment Ltd sold 261,279 New Oriental shares in Q2 2026, an estimated $13.3M.
New Oriental made up 16.41% of First Beijing Investment Ltd's portfolio in Q2 2026, its #3 holding.
First Beijing Investment Ltd first reported a position in New Oriental in Q4 2024 and has held it in 7 quarters since.
First Beijing Investment Ltd's New Oriental position peaked at $556M in Q4 2025.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on First Beijing Investment Ltd's 13F filing for Q2 2026, filed 12 Aug 2026.