Hel Ved Capital Management’s New Oriental EDU Stock Holding History

Hel Ved 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
2025 Q4	–	Sell	-206,200	Closed	-$10.9M	–	60
2025 Q3	$10.9M	Sell	206,200 -46,300	-18%	-$2.29M	2.3%	11
2025 Q2	$13.6M	Buy	252,500 +15,300	+6%	+$727K	3.6%	6
2025 Q1	$11.3M	Buy	237,200 +29,000	+14%	+$1.49M	4.1%	6
2024 Q4	$13.4M	Sell	208,200 -103,449	-33%	-$6.63M	3.91%	5
2024 Q3	$23.6M	Buy	311,649 +113,680	+57%	+$7.79M	10.36%	1
2024 Q2	$15.4M	Buy	197,969 +14,700	+8%	+$1.2M	4.2%	6
2024 Q1	$15.9M	Buy	183,269 +80,400	+78%	+$6.83M	3.94%	7
2023 Q4	$7.54M	Sell	102,869 -139,731	-58%	-$9.69M	2.17%	10
2023 Q3	$14.2M	Buy	+242,600	New	+$12.7M	4.69%	8

Other funds holding EDU

FBIL

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hel Ved Capital Management's EDU Position: Q4 2025 in Review

Hel Ved Capital Management sold out of New Oriental (EDU) in Q4 2025, closing a stake of 206,200 shares — an estimated $10.9M sold.

Hel Ved Capital Management first reported a position in EDU in Q3 2023 and held it in 9 quarters. The position peaked at $23.6M in Q3 2024. 165 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

Hel Ved Capital Management reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 206,200 New Oriental shares in Q4 2025, an estimated $10.9M.
Hel Ved Capital Management first reported a position in New Oriental in Q3 2023 and held it in 9 quarters.
Hel Ved Capital Management's New Oriental position peaked at $23.6M in Q3 2024.
165 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.