Serenity Capital’s New Oriental EDU Stock Holding History

Serenity 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 Q1	$11.7M	Buy	+245,498	New	+$12.6M	7.02%	4
2021 Q2	–	Sell	-1,248,793	Closed	-$175M	–	5
2021 Q1	$175M	Buy	1,248,793 +267,224	+27%	+$46.7M	42.13%	1
2020 Q4	$182M	Buy	981,569 +410,196	+72%	+$69M	28.67%	3
2020 Q3	$85.4M	Buy	571,373 +565,229	+9,200%	+$81.7M	15.69%	3
2020 Q2	$800K	Buy	+6,144	New	+$749K	0.19%	6
2019 Q2	–	Sell	-295,100	Closed	-$26.6M	–	8
2019 Q1	$26.6M	Hold	295,100	–	–	8.54%	4
2018 Q4	$16.2M	Hold	295,100	–	–	6.24%	4
2018 Q3	$21.8M	Hold	295,100	–	–	8.2%	4
2018 Q2	$27.9M	Sell	295,100 -150,000	-34%	-$14.4M	6.15%	4
2018 Q1	$39M	Buy	445,100 +300,000	+207%	+$27.9M	7.14%	4
2017 Q4	$13.6M	Buy	+145,100	New	+$12.9M	3.48%	4

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

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Serenity Capital's EDU Position: Q1 2025 in Review

Serenity Capital opened a new position in New Oriental (EDU) in Q1 2025: 245,498 shares worth $11.7M. The stake represents 7.02% of the portfolio and ranks #4 among its holdings. This is a return to the name: Serenity Capital previously reported a position in EDU as recently as Q1 2021.

Serenity Capital first reported a position in EDU in Q4 2017 and has held it in 11 quarters since. The position peaked at $182M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Serenity Capital held 245,498 shares of New Oriental worth $11.7M as of Q1 2025.
New Oriental was a new Serenity Capital position in Q1 2025.
New Oriental made up 7.02% of Serenity Capital's portfolio in Q1 2025, its #4 holding.
Serenity Capital first reported a position in New Oriental in Q4 2017 and has held it in 11 quarters since.
Serenity Capital's New Oriental position peaked at $182M in Q4 2020.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Serenity Capital's 13F filing for Q1 2025, filed 15 May 2025.