Discerene Group LP
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1632958
STAMFORD, CT
Position in EDU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$106,794,156
-$813,156 QoQ
Shares Held
1,885,823
-3.6% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
12.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Discerene Group LP holds $122,197,470 across 2 Education & Training Services names. EDU ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,885,823 | $106,794,156 | |
| 2 | TAL |
TAL Education Group
|
1,354,733 | $15,403,314 |
All Filings in EDU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,794,156 | 1,885,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,607,312 | 1,955,430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $83,877,877 | 1,580,514 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $85,268,730 | 1,580,514 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,564,374 | 1,580,514 | Shares | Sole | 2025-05-13 | |
| 2023-09-30 | $77,330,849 | 1,320,766 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $52,157,049 | 1,320,766 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $50,994,775 | 1,320,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $45,989,072 | 1,320,766 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,658,761 | 1,320,766 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $26,890,795 | 1,320,766 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||