Monolith Management’s New Oriental EDU Stock Holding History

Monolith 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	$5.55M	Sell	97,961 -97,960	-50%	-$5.6M	1.67%	15
2025 Q4	$10.8M	Sell	195,921 -310,125	-61%	-$17M	4.04%	9
2025 Q3	$26.9M	Buy	506,046 +241,546	+91%	+$11.9M	11.84%	4
2025 Q2	$14.3M	Buy	+264,500	New	+$12.6M	5.05%	10
2024 Q4	–	Sell	-200,000	Closed	-$15.2M	–	26
2024 Q3	$15.2M	Buy	+200,000	New	+$13.7M	8.86%	6

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

Monolith Management's EDU Position: Q1 2026 in Review

Monolith Management reduced its New Oriental (EDU) stake by 50% in Q1 2026, selling an estimated $5.6M and leaving 97,961 shares worth $5.55M. The position accounts for 1.67% of the portfolio, ranked #15.

Monolith Management first reported a position in EDU in Q3 2024 and has held it in 5 quarters since. The position peaked at $26.9M in Q3 2025. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Monolith Management held 97,961 shares of New Oriental worth $5.55M as of Q1 2026.
Monolith Management sold 97,960 New Oriental shares in Q1 2026, an estimated $5.6M.
New Oriental made up 1.67% of Monolith Management's portfolio in Q1 2026, its #15 holding.
Monolith Management first reported a position in New Oriental in Q3 2024 and has held it in 5 quarters since.
Monolith Management's New Oriental position peaked at $26.9M in Q3 2025.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Monolith Management's 13F filing for Q1 2026, filed 14 May 2026.