Orbis Allan Gray Ltd
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1663865
HamiltoN, D0
Position in EDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$99,275,921
+$32,964,966 QoQ
Shares Held
2,162,403
+84.7% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#6
of 169 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Orbis Allan Gray Ltd holds $180,006,934 across 2 Education & Training Services names. EDU ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
2,162,403 | $99,275,921 | |
| 2 | DAO |
Youdao, Inc.
|
6,563,497 | $80,731,013 |
All Filings in EDU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,275,921 | 2,162,403 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $66,310,955 | 1,170,951 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,090,431 | 837,551 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,709,218 | 597,498 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||