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Shah Capital Management’s New Oriental EDU Stock Holding History

Shah Capital Management’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 		$13.5M Sell
294,866
-9,087
-3% -$462K 2.57% 7
2026
Q1 		$17.2M Sell
303,953
-791
-0.3% -$45.2K 3.3% 6
2025
Q4 		$16.8M Hold
304,744
– – 3.23% 6
2025
Q3 		$16.2M Sell
304,744
-573
-0.2% -$28.3K 2.89% 7
2025
Q2 		$16.5M Sell
305,317
-933
-0.3% -$44.3K 3.2% 7
2025
Q1 		$14.6M Sell
306,250
-2,308
-0.7% -$119K 2.99% 8
2024
Q4 		$19.8M Sell
308,558
-1,101
-0.4% -$70.6K 3.99% 5
2024
Q3 		$23.5M Sell
309,659
-164,023
-35% -$11.2M 4.58% 5
2024
Q2 		$36.8M Sell
473,682
-24,948
-5% -$2.03M 7.96% 4
2024
Q1 		$43.3M Sell
498,630
-329,140
-40% -$27.9M 12.11% 2
2023
Q4 		$60.7M Sell
827,770
-788,512
-49% -$54.7M 15.54% 2
2023
Q3 		$94.6M Sell
1,616,282
-217,550
-12% -$11.4M 22.39% 1
2023
Q2 		$72.4M Sell
1,833,832
-8,317
-0.5% -$333K 18.4% 1
2023
Q1 		$71.1M Sell
1,842,149
-957,104
-34% -$38.7M 20.7% 1
2022
Q4 		$97.5M Sell
2,799,253
-1,712
-0.1% -$48.4K 23.16% 1
2022
Q3 		$67.1M Sell
2,800,965
-200,000
-7% -$4.97M 19.19% 2
2022
Q2 		$61.1M Buy
3,000,965
+750,958
+33% +$10.3M 15.84% 1
2022
Q1 		$25.9M Buy
2,250,007
+1,417,100
+170% +$20.6M 6.69% 8
2021
Q4 		$17.5M Buy
832,907
+362,907
+77% +$7.83M 4.67% 9
2021
Q3 		$9.63M Buy
+470,000
New +$14.9M 2.61% 9

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
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
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
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
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Shah Capital Management's EDU Position: Q2 2026 in Review

Shah Capital Management reduced its New Oriental (EDU) stake by 3% in Q2 2026, selling an estimated $462K and leaving 294,866 shares worth $13.5M. The position accounts for 2.57% of the portfolio, ranked #7.

Shah Capital Management first reported a position in EDU in Q3 2021 and has held it in 20 quarters since. The position peaked at $97.5M in Q4 2022. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Shah Capital Management held 294,866 shares of New Oriental worth $13.5M as of Q2 2026.
  • Shah Capital Management sold 9,087 New Oriental shares in Q2 2026, an estimated $462K.
  • New Oriental made up 2.57% of Shah Capital Management's portfolio in Q2 2026, its #7 holding.
  • Shah Capital Management first reported a position in New Oriental in Q3 2021 and has held it in 20 quarters since.
  • Shah Capital Management's New Oriental position peaked at $97.5M in Q4 2022.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Shah Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.