Philippe Laffont’s New Oriental EDU Stock Holding History

Philippe Laffont’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
2024 Q4	–	Sell	-59,316	Closed	-$4.5M	–	75
2024 Q3	$4.5M	Buy	+59,316	New	+$4.06M	0.02%	70
2024 Q1	–	Sell	-46,352	Closed	-$3.4M	–	103
2023 Q4	$3.4M	Sell	46,352 -241,774	-84%	-$16.8M	0.01%	86
2023 Q3	$16.9M	Buy	+288,126	New	+$15.1M	0.09%	60
2023 Q1	–	Sell	-134,939	Closed	-$4.7M	–	81
2022 Q4	$4.7M	Buy	+134,939	New	+$3.81M	0.05%	63

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Philippe Laffont's EDU Position: Q4 2024 in Review

Philippe Laffont sold out of New Oriental (EDU) in Q4 2024, closing a stake of 59,316 shares — an estimated $4.5M sold.

Philippe Laffont first reported a position in EDU in Q4 2022 and held it in 4 quarters. The position peaked at $16.9M in Q3 2023. 204 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Philippe Laffont reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Philippe Laffont sold 59,316 New Oriental shares in Q4 2024, an estimated $4.5M.
Philippe Laffont first reported a position in New Oriental in Q4 2022 and held it in 4 quarters.
Philippe Laffont's New Oriental position peaked at $16.9M in Q3 2023.
204 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Coatue Management's 13F filing for Q4 2024, filed 14 Feb 2025.