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 Q2	$7.51M	Sell	1,636 -374,915	-100%	-$19.1M	2.58%	12
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 $2.44B AUM 18.47% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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 New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Yiheng Capital Management reduced its New Oriental (EDU) stake by 100% in Q2 2026, selling an estimated $19.1M and leaving 1,636 shares worth $7.51M. The position accounts for 2.58% of the portfolio, ranked #12.

Yiheng Capital Management first reported a position in EDU in Q3 2021 and has held it in 20 quarters since. The position peaked at $137M in Q4 2022. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Yiheng Capital Management held 1,636 shares of New Oriental worth $7.51M as of Q2 2026.
Yiheng Capital Management sold 374,915 New Oriental shares in Q2 2026, an estimated $19.1M.
New Oriental made up 2.58% of Yiheng Capital Management's portfolio in Q2 2026, its #12 holding.
Yiheng Capital Management first reported a position in New Oriental in Q3 2021 and has held it in 20 quarters since.
Yiheng Capital Management's New Oriental position peaked at $137M in Q4 2022.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

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