Miura Global Management’s New Oriental EDU Stock Holding History

Miura Global 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
2021 Q2	–	Sell	-145,500	Closed	-$20.4M	–	34
2021 Q1	$20.4M	Buy	145,500 +25,500	+21%	+$4.45M	3.64%	13
2020 Q4	$22.3M	Buy	120,000 +13,900	+13%	+$2.34M	4.21%	11
2020 Q3	$15.9M	Sell	106,100 -121,900	-53%	-$17.6M	4.5%	7
2020 Q2	$29.7M	Sell	228,000 -22,000	-9%	-$2.68M	7.84%	4
2020 Q1	$27.1M	Sell	250,000 -105,100	-30%	-$13.5M	7.01%	4
2019 Q4	$43.1M	Sell	355,100 -4,900	-1%	-$586K	7.4%	1
2019 Q3	$39.9M	Sell	360,000 -364,000	-50%	-$38.1M	7.02%	3
2019 Q2	$69.9M	Buy	724,000 +24,000	+3%	+$2.15M	11.32%	1
2019 Q1	$63.1M	Buy	+700,000	New	+$52.7M	10.8%	2

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Miura Global Management's EDU Position: Q2 2021 in Review

Miura Global Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 145,500 shares — an estimated $20.4M sold.

Miura Global Management first reported a position in EDU in Q1 2019 and held it in 9 quarters. The position peaked at $69.9M in Q2 2019. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

Miura Global Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
Miura Global Management sold 145,500 New Oriental shares in Q2 2021, an estimated $20.4M.
Miura Global Management first reported a position in New Oriental in Q1 2019 and held it in 9 quarters.
Miura Global Management's New Oriental position peaked at $69.9M in Q2 2019.
396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Miura Global Management's 13F filing for Q2 2021, filed 16 Aug 2021.