John Overdeck’s New Oriental EDU Stock Holding History

John Overdeck’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
2021 Q1	–	Sell	-16,500	Closed	-$3.07M	–	3917
2020 Q4	$3.07M	Buy	+16,500	New	+$2.78M	0.01%	1223
2020 Q2	–	Sell	-15,500	Closed	-$1.68M	–	3064
2020 Q1	$1.68M	Buy	15,500 +7,100	+85%	+$912K	0.01%	1065
2019 Q4	$1.02M	Buy	+8,400	New	+$1M	﹤0.01%	2162
2019 Q3	–	Sell	-3,500	Closed	-$338K	–	3532
2019 Q2	$338K	Buy	+3,500	New	+$313K	﹤0.01%	2787
2018 Q3	–	Sell	-5,000	Closed	-$473K	–	3268
2018 Q2	$473K	Sell	5,000 -17,000	-77%	-$1.63M	﹤0.01%	2689
2018 Q1	$1.93M	Buy	22,000 +19,000	+633%	+$1.77M	0.01%	1550
2017 Q4	$282K	Sell	3,000 -2,000	-40%	-$178K	﹤0.01%	2759
2017 Q3	$441K	Buy	+5,000	New	+$407K	﹤0.01%	2212

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

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

John Overdeck's EDU Position: Q2 2026 in Review

John Overdeck increased its New Oriental (EDU) stake by 26% in Q2 2026, buying an estimated $426K and bringing the position to 40,494 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

John Overdeck first reported a position in EDU in Q3 2013 and has held it in 42 quarters since. The position peaked at $77.3M in Q4 2018. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

John Overdeck held 40,494 shares of New Oriental worth $1.86M as of Q2 2026.
John Overdeck bought 8,375 New Oriental shares in Q2 2026, an estimated $426K.
New Oriental made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3055 holding.
John Overdeck first reported a position in New Oriental in Q3 2013 and has held it in 42 quarters since.
John Overdeck's New Oriental position peaked at $77.3M in Q4 2018.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.