Yiheng Capital Management’s New Oriental EDU Stock Holding History

Yiheng 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 Q1	$21.3M	Buy	376,551 +35,922	+11%	+$2.05M	9.24%	2
2025 Q4	$18.7M	Sell	340,629 -181,272	-35%	-$9.94M	3.79%	5
2025 Q3	$27.7M	Sell	521,901 -76,179	-13%	-$3.76M	4.08%	5
2025 Q2	$32.3M	Hold	598,080	–	–	2.91%	6
2025 Q1	$28.6M	Buy	598,080 +79,766	+15%	+$4.1M	2.66%	7
2024 Q4	$33.3M	Hold	518,314	–	–	1.28%	8
2024 Q3	$39.3M	Sell	518,314 -139,315	-21%	-$9.54M	2.02%	7
2024 Q2	$51.1M	Sell	657,629 -50,000	-7%	-$4.07M	4.12%	7
2024 Q1	$61.4M	Sell	707,629 -571,467	-45%	-$48.5M	3.4%	8
2023 Q4	$93.7M	Sell	1,279,096 -787,328	-38%	-$54.6M	5.4%	5
2023 Q3	$121M	Sell	2,066,424 -1,376,242	-40%	-$72.2M	6.17%	5
2023 Q2	$136M	Hold	3,442,666	–	–	7.35%	4
2023 Q1	$133M	Sell	3,442,666 -499,706	-13%	-$20.2M	5.26%	5
2022 Q4	$137M	Hold	3,942,372	–	–	6.08%	4
2022 Q3	$94.5M	Hold	3,942,372	–	–	5.83%	5
2022 Q2	$80.3M	Sell	3,942,372 -1	-0%	-$14	4.59%	8
2022 Q1	$45.3M	Hold	3,942,373	–	–	2.07%	16
2021 Q4	$82.8M	Hold	3,942,373	–	–	4.22%	11
2021 Q3	$80.8M	Buy	+3,942,373	New	+$125M	3.98%	11

Other funds holding EDU

FBIL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Yiheng Capital Management's EDU Position: Q1 2026 in Review

Yiheng Capital Management increased its New Oriental (EDU) stake by 11% in Q1 2026, buying an estimated $2.05M and bringing the position to 376,551 shares worth $21.3M. The position accounts for 9.24% of the portfolio, ranked #2.

Yiheng Capital Management first reported a position in EDU in Q3 2021 and has held it in 19 quarters since. The position peaked at $137M in Q4 2022. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Yiheng Capital Management held 376,551 shares of New Oriental worth $21.3M as of Q1 2026.
Yiheng Capital Management bought 35,922 New Oriental shares in Q1 2026, an estimated $2.05M.
New Oriental made up 9.24% of Yiheng Capital Management's portfolio in Q1 2026, its #2 holding.
Yiheng Capital Management first reported a position in New Oriental in Q3 2021 and has held it in 19 quarters since.
Yiheng Capital Management's New Oriental position peaked at $137M in Q4 2022.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Yiheng Capital Management's 13F filing for Q1 2026, filed 15 May 2026.