Orbis Allan Gray Ltd
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1663865
HamiltoN, D0
Position in EDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,310,955
+$20,220,524 QoQ
Shares Held
1,170,951
+39.8% QoQ
Ownership
0.736%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Orbis Allan Gray Ltd holds $132,552,611 across 2 Education & Training Services names. EDU ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,170,951 | $66,310,955 | |
| 2 | DAO |
Youdao, Inc.
|
6,738,724 | $66,241,656 |
All Filings in EDU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||