Position in GOTU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$316,541
+$23,161 QoQ
Shares Held
161,501
+27.7% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GOTU Over Time
Shares Held
Position Value (USD)
Derivatives in GOTU
reported options exposure · as of Jun 30, 2021CallValue
$147,700
CallShares
10,000
PutValue
$0
PutShares
0
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, 2026HSBC HOLDINGS PLC holds $52,066,898 across 14 Education & Training Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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 GOTU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,541 | 161,501 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $293,380 | 126,457 | Shares | Defined | 2026-03-06 | |
| 2022-06-30 | $3,528,147 | 1,800,075 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,097,807 | 1,801,051 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $3,512,940 | 1,810,795 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,939,083 | 1,934,555 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $48,451,462 | 3,280,397 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $147,700 | 10,000 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $84,992,215 | 2,508,625 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $14,081,821 | 272,323 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $15,670,939 | 173,909 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $33,991,352 | 566,617 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,350,013 | 31,870 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||