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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$63.9M Sell
1,091,965
-199,639
-15% -$10.5M 3.4% 10
2023
Q2
$51M Buy
1,291,604
+400,135
+45% +$16M 2.09% 13
2023
Q1
$34.4M Buy
891,469
+3,418
+0.4% +$138K 1.53% 14
2022
Q4
$30.9M Sell
888,051
-26,462
-3% -$748K 1.74% 15
2022
Q3
$21.9M Buy
+914,513
New +$22.7M 1.09% 17

Other funds holding EDU

Sylebra Capital (HK)'s EDU Position: Q3 2023 in Review

Sylebra Capital (HK) reduced its New Oriental (EDU) stake by 15% in Q3 2023, selling an estimated $10.5M and leaving 1,091,965 shares worth $63.9M. The position accounts for 3.4% of the portfolio, ranked #10.

Sylebra Capital (HK) first reported a position in EDU in Q3 2022 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold EDU as of Q3 2023.

  • Sylebra Capital (HK) held 1,091,965 shares of New Oriental worth $63.9M as of Q3 2023.
  • Sylebra Capital (HK) sold 199,639 New Oriental shares in Q3 2023, an estimated $10.5M.
  • New Oriental made up 3.4% of Sylebra Capital (HK)'s portfolio in Q3 2023, its #10 holding.
  • Sylebra Capital (HK) first reported a position in New Oriental in Q3 2022 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held New Oriental as of Q3 2023.

Based on Sylebra Capital (HK)'s 13F filing for Q3 2023, filed 15 Nov 2023.