Optimas Capital’s New Oriental EDU Stock Holding History

Optimas Capital’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	-37,200	Closed	-$1.97M	–	20
2025 Q3	$1.97M	Buy	+37,200	New	+$1.84M	1.25%	24
2024 Q2	–	Sell	-22,600	Closed	-$1.96M	–	25
2024 Q1	$1.96M	Buy	+22,600	New	+$1.92M	1.72%	23
2023 Q3	–	Sell	-23,800	Closed	-$940K	–	38
2023 Q2	$940K	Buy	+23,800	New	+$952K	1.09%	23

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimas Capital's EDU Position: Q4 2025 in Review

Optimas Capital sold out of New Oriental (EDU) in Q4 2025, closing a stake of 37,200 shares — an estimated $1.97M sold.

Optimas Capital first reported a position in EDU in Q2 2023 and held it in 3 quarters. The position peaked at $1.97M in Q3 2025. 166 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

Optimas Capital reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
Optimas Capital sold 37,200 New Oriental shares in Q4 2025, an estimated $1.97M.
Optimas Capital first reported a position in New Oriental in Q2 2023 and held it in 3 quarters.
Optimas Capital's New Oriental position peaked at $1.97M in Q3 2025.
166 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Optimas Capital's 13F filing for Q4 2025, filed 11 Feb 2026.