Monolith Management Ltd EDU — NEW ORIENTAL ED & TECHNOLOGY

Ownership history in Monolith Management Ltd  ·  5 quarters on record

AI Ownership Summary

Monolith Management Ltd reported NEW ORIENTAL ED & TECHNOLOGY (EDU) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 11.84% in 2025 Q3. The latest visible filing shows EDU at 1.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Monolith Management Ltd's position in NEW ORIENTAL ED & TECHNOLOGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EDU was reported at 1.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.84% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDU stock page Monolith Management Ltd fund profile Monolith Management Ltd full holdings
How Monolith Management Ltd held EDU — position size vs. price
% of Fund (quarterly)    EDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 97,961 -97,960 -50.0% 1.67% $5.5M 2026-05-14 $51.25
2025 Q4 REDUCED 61.3% +2.9% ❌ 195,921 -310,125 -61.3% 4.04% $10.8M 2026-02-17 $58.32
2025 Q3 ADDED — — — 506,046 +241,546 +91.3% 11.84% $26.9M 2025-11-13 $53.51
2025 Q2 ADDED — — — 264,500 +64,500 +32.2% 5.05% $14.3M 2025-08-14 $47.50
2024 Q3 INITIATED — — — 200,000 — — 8.86% $15.2M 2024-11-13 $54.76

🏢 Other funds also holding EDU

As of 2026 Q1 — sorted by position size

First Beijing Investment Ltd 21.97% Green Court Capital Management Ltd 3Y 7Y 15.37% Discerene Group LP 3Y 11.28% Yiheng Capital Management, L.P. 3Y 7Y 9.24% SERENITY CAPITAL MANAGEMENT PTE. LTD. 3Y 8.98% BRIGHT VALLEY CAPITAL Ltd 6.49% Aubrey Capital Management Ltd 3Y 7Y 5.31% Aspex Management (HK) Ltd 3Y 3.72% SHAH CAPITAL MANAGEMENT 3Y 7Y 3.3% XY Capital Ltd 3Y 2.69%

FAQ About Monolith Management Ltd and EDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Monolith Management Ltd reported owning EDU?

Monolith Management Ltd reported EDU across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EDU position in Monolith Management Ltd's portfolio?

The largest reported portfolio weight for EDU was 11.84% in 2025 Q3.

What is the latest reported EDU position on this page?

The most recent filing on this page is 2026 Q1, when Monolith Management Ltd reported 97,961 shares, equal to 1.67% of portfolio, with an estimated market value of $5.5M.

What does the chart on this EDU ownership page compare?

The chart compares Monolith Management Ltd's quarterly EDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Monolith Management Ltd time their EDU position?

Based on 13F filing dates vs. subsequent EDU price moves, Monolith Management Ltd correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on EDU relative to SPY over the holding period was +7.0%.

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