Polymer Capital Management (HK)’s New Oriental EDU Stock Holding History

Polymer Capital Management (HK)’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	$3.25M	Sell	70,826 -36,887	-34%	-$1.88M	0.16%	68
2026 Q1	$6.1M	Buy	107,713 +8,213	+8%	+$469K	0.53%	33
2025 Q4	$5.48M	Buy	99,500 +5,133	+5%	+$281K	0.78%	29
2025 Q3	$5.01M	Sell	94,367 -15,816	-14%	-$781K	0.69%	43
2025 Q2	$5.94M	Sell	110,183 -116,521	-51%	-$5.53M	0.9%	34
2025 Q1	$10.8M	Buy	226,704 +143,704	+173%	+$7.39M	1.85%	19
2024 Q4	$5.33M	Buy	83,000 +16,900	+26%	+$1.08M	0.92%	25
2024 Q3	$5.01M	Sell	66,100 -101,247	-61%	-$6.93M	1.16%	26
2024 Q2	$13M	Buy	167,347 +97,741	+140%	+$7.96M	2.63%	8
2024 Q1	$6.04M	Sell	69,606 -85,698	-55%	-$7.28M	1.52%	16
2023 Q4	$11.4M	Buy	+155,304	New	+$10.8M	3.93%	3

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

Polymer Capital Management (HK)'s EDU Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its New Oriental (EDU) stake by 34% in Q2 2026, selling an estimated $1.88M and leaving 70,826 shares worth $3.25M. The position accounts for 0.16% of the portfolio, ranked #68.

Polymer Capital Management (HK) first reported a position in EDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q2 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Polymer Capital Management (HK) held 70,826 shares of New Oriental worth $3.25M as of Q2 2026.
Polymer Capital Management (HK) sold 36,887 New Oriental shares in Q2 2026, an estimated $1.88M.
New Oriental made up 0.16% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #68 holding.
Polymer Capital Management (HK) first reported a position in New Oriental in Q4 2023 and has held it in 11 quarters since.
Polymer Capital Management (HK)'s New Oriental position peaked at $13M in Q2 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.