Orbis Allan Gray’s New Oriental EDU Stock Holding History

Orbis Allan Gray’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 Q2	$99.3M	Buy	2,162,403 +991,452	+85%	+$50.4M	0.34%	57
2026 Q1	$66.3M	Buy	1,170,951 +333,400	+40%	+$19M	0.28%	57
2025 Q4	$46.1M	Buy	837,551 +240,053	+40%	+$13.2M	0.19%	65
2025 Q3	$31.7M	Buy	+597,498	New	+$29.5M	0.14%	66

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

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

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

Orbis Allan Gray's EDU Position: Q2 2026 in Review

Orbis Allan Gray increased its New Oriental (EDU) stake by 85% in Q2 2026, buying an estimated $50.4M and bringing the position to 2,162,403 shares worth $99.3M. The position accounts for 0.34% of the portfolio, ranked #57.

Orbis Allan Gray first reported a position in EDU in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Orbis Allan Gray held 2,162,403 shares of New Oriental worth $99.3M as of Q2 2026.
Orbis Allan Gray bought 991,452 New Oriental shares in Q2 2026, an estimated $50.4M.
New Oriental made up 0.34% of Orbis Allan Gray's portfolio in Q2 2026, its #57 holding.
Orbis Allan Gray first reported a position in New Oriental in Q3 2025 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.