HSBC HOLDINGS PLC

Position in EDU — New Oriental Education & Technology Group Inc.

CIK 873630 LONDON, X0

Back to EDU Full portfolio

Position in EDU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,761,887

+$452,943 QoQ

Shares Held

38,377

+66.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#55

of 169 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in EDU Over Time

Shares Held

Position Value (USD)

Derivatives in EDU

reported options exposure · as of Sep 30, 2023

CallValue

CallShares

PutValue

$2,868

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

HSBC HOLDINGS PLC holds $52,066,898 across 14 Education & Training Services names. EDU ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TAL	TAL Education Group	3,465,692	$33,166,669
2	APEI	American Public Education Inc	80,658	$4,331,334
3	CVSA	Covista Inc.	29,614	$3,691,681
4	LOPE	Grand Canyon Education, Inc.	13,142	$1,880,749
5	EDU	New Oriental Education & Technology Group Inc. This page	38,377	$1,761,887
6	LINC	Lincoln Educational Services Corp	33,479	$1,670,602
7	STRA	Strategic Education, Inc.	20,567	$1,575,843
8	LAUR	Laureate Education, Inc.	32,628	$1,185,048

All Filings in EDU

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,761,887	38,377	+66.0%	Shares	Defined	2026-08-14
2026-03-31	$1,308,944	23,114	-12.6%	Shares	Defined	2026-04-30
2025-12-31	$1,454,605	26,433	+40.3%	Shares	Defined	2026-03-06
2025-09-30	$999,837	18,840	-54.5%	Shares	Defined	2025-11-13
2025-06-30	$2,234,608	41,420	-72.2%	Shares	Sole	2025-08-13
2025-03-31	$7,113,408	148,785	-71.7%	Shares	Sole	2025-05-14
2024-12-31	$33,700,979	525,101	+31.7%	Shares	Sole	2025-02-14
2024-09-30	$30,248,477	398,846	+89.0%	Shares	Sole	2024-11-14
2024-06-30	$16,400,018	210,987	-8.9%	Shares	Sole	2024-08-12
2024-03-31	$20,110,027	231,629	+140.2%	Shares	Sole	2024-05-15
2023-12-31	$7,066,901	96,437	+3.4%	Shares	Sole	2024-02-12
2023-09-30	$5,462,069	93,289	-76.0%	Shares	Sole	2023-11-13
2023-09-30	$2,868	49	—	Put	Sole	2023-11-13
2023-06-30	$15,343,324	388,537	+4.8%	Shares	Sole	2023-08-11
2023-03-31	$14,308,826	370,599	-68.5%	Shares	Sole	2023-05-15
2022-12-31	$40,998,843	1,177,451	+294.4%	Shares	Sole	2023-02-14
2022-09-30	$7,156,841	298,575	-1.5%	Shares	Defined	2022-11-14
2022-06-30	$6,168,772	302,985	-94.5%	Shares	Sole	2022-08-11
2022-03-31	$14,950	130,000	-43.5%	Call	Sole	2022-05-16
2022-03-31	$634,671	5,518,903	+62.6%	Shares	Sole	2022-05-16
2021-12-31	$48,300	230,000	-50.0%	Call	Sole	2022-02-11
2021-12-31	$712,727	3,393,957	+44.8%	Shares	Sole	2022-02-11
2021-09-30	$480,370	2,343,280	-5.6%	Shares	Sole	2021-11-12
2021-09-30	$94,300	460,000	+2211.6%	Call	Defined	2021-11-12
2021-06-30	$2,032,794	2,482,048	-21.6%	Shares	Sole	2021-08-13
2021-06-30	$2,422	2,958	+420.8%	Principal	Sole	2021-08-13
2021-03-31	$795	568	—	Principal	Defined	2021-05-14
2021-03-31	$4,433,401	3,166,716	+211.0%	Shares	Defined	2021-05-14
2021-03-31	$27,860	19,900	+397.5%	Call	Sole	2021-05-14
2020-12-31	$18,921,399	1,018,320	-27.7%	Shares	Other	2021-02-25
2020-09-30	$21,062,289	1,408,849	+4.9%	Shares	Sole	2020-11-12
2020-06-30	$17,491,460	1,343,121	+2.9%	Shares	Defined	2020-08-14
2020-03-31	$14,128,758	1,305,318	—	Shares	Defined	2020-05-15
2020-03-31	$43,296	4,000	—	Call	Defined	2020-05-15
No filing history on record for this holder in this stock.