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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
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 $2.32B AUM 8.06% 1-Year Est. Return
Invesco
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polymer Capital Management (HK)'s EDU Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its New Oriental (EDU) stake by 8.3% in Q1 2026, buying an estimated $469K and bringing the position to 107,713 shares worth $6.1M. The position accounts for 0.53% of the portfolio, ranked #33.

Polymer Capital Management (HK) first reported a position in EDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $13M in Q2 2024. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Polymer Capital Management (HK) held 107,713 shares of New Oriental worth $6.1M as of Q1 2026.
  • Polymer Capital Management (HK) bought 8,213 New Oriental shares in Q1 2026, an estimated $469K.
  • New Oriental made up 0.53% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #33 holding.
  • Polymer Capital Management (HK) first reported a position in New Oriental in Q4 2023 and has held it in 10 quarters since.
  • Polymer Capital Management (HK)'s New Oriental position peaked at $13M in Q2 2024.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.