HSBC HOLDINGS PLC

Position in TAL — TAL Education Group

CIK 873630 LONDON, X0

Back to TAL Full portfolio

Position in TAL

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$32,499,460

+$5,924,492 QoQ

Shares Held

2,858,352

+17.3% QoQ

Ownership

0.515%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TAL Over Time

Shares Held

Position Value (USD)

Derivatives in TAL

reported options exposure · as of Mar 31, 2026

CallValue

$136,440

CallShares

12,000

PutValue

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 Mar 31, 2026

HSBC HOLDINGS PLC holds $42,921,869 across 13 Education & Training Services names. TAL ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TAL	TAL Education Group This page	2,858,352	$32,499,460
2	LOPE	Grand Canyon Education, Inc.	12,003	$2,040,868
3	LAUR	Laureate Education, Inc.	45,254	$1,576,649
4	STRA	Strategic Education, Inc.	16,783	$1,392,317
5	EDU	New Oriental Education & Technology Group Inc.	23,114	$1,308,944
6	COUR	Coursera, Inc.	185,690	$1,080,715
7	APEI	American Public Education Inc	17,912	$1,018,834
8	CVSA	Covista Inc.	6,646	$765,951

All Filings in TAL

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47 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,499,460	2,858,352	+23719.6%	Shares	Defined	2026-04-30
2026-03-31	$136,440	12,000	+60.0%	Call	Defined	2026-04-30
2025-12-31	$81,825	7,500	-99.7%	Call	Defined	2026-03-20
2025-12-31	$26,574,968	2,435,836	+32377.8%	Shares	Sole	2026-03-20
2025-09-30	$84,000	7,500	-99.6%	Call	Sole	2025-11-13
2025-09-30	$19,489,690	1,740,151	+15719.6%	Shares	Sole	2025-11-13
2025-06-30	$112,420	11,000	-99.5%	Call	Sole	2025-08-13
2025-06-30	$21,121,692	2,066,702	+18688.2%	Shares	Sole	2025-08-13
2025-03-31	$145,310	11,000	-99.6%	Call	Sole	2025-05-14
2025-03-31	$34,641,426	2,622,364	+26123.6%	Shares	Sole	2025-05-14
2024-12-31	$100,200	10,000	-99.6%	Call	Sole	2025-02-14
2024-12-31	$22,874,156	2,282,850	+13328.5%	Shares	Sole	2025-02-14
2024-09-30	$201,280	17,000	+564.3%	Call	Sole	2024-11-14
2024-09-30	$30,298	2,559	-99.8%	Principal	Sole	2024-11-14
2024-09-30	$17,838,686	1,506,646	+44567.8%	Shares	Sole	2024-11-14
2024-06-30	$35,989	3,373	-69.3%	Principal	Sole	2024-08-12
2024-06-30	$117,370	11,000	-99.7%	Call	Sole	2024-08-12
2024-06-30	$42,032,733	3,939,338	-19.1%	Shares	Sole	2024-08-12
2024-03-31	$55,258,744	4,868,612	+44160.1%	Shares	Sole	2024-05-15
2024-03-31	$124,850	11,000	0.0%	Call	Sole	2024-05-15
2023-12-31	$138,930	11,000	-99.5%	Call	Sole	2024-02-12
2023-12-31	$30,247,826	2,394,919	+13.5%	Shares	Sole	2024-02-12
2023-09-30	$19,214,663	2,109,184	+8508.9%	Shares	Defined	2023-11-13
2023-09-30	$223,195	24,500	-91.7%	Call	Sole	2023-11-13
2023-09-30	$2,674,413	293,569	-89.1%	Put	Sole	2023-11-13
2023-06-30	$16,063,818	2,695,272	+139.2%	Shares	Sole	2023-08-11
2023-03-31	$7,221,985	1,126,675	+5533.4%	Shares	Defined	2023-05-15
2022-12-31	$141,000	20,000	-97.5%	Call	Defined	2023-02-14
2022-12-31	$5,750,280	815,643	+3978.2%	Shares	Sole	2023-02-14
2022-09-30	$98,800	20,000	-97.0%	Call	Defined	2022-11-14
2022-09-30	$3,265,766	661,087	-11.5%	Shares	Sole	2022-11-14
2022-06-30	$3,637,900	747,003	-25.5%	Shares	Sole	2022-08-11
2022-03-31	$3,017,322	1,002,434	+735.4%	Shares	Sole	2022-05-16
2021-12-31	$471,600	120,000	-86.3%	Call	Defined	2022-02-11
2021-12-31	$3,453,626	878,786	+229.8%	Shares	Sole	2022-02-11
2021-09-30	$1,289,860	266,500	-77.9%	Call	Defined	2021-11-12
2021-09-30	$5,825,615	1,203,640	+1.8%	Shares	Sole	2021-11-12
2021-06-30	$29,839,012	1,182,680	+23553.6%	Shares	Sole	2021-08-13
2021-06-30	$126,150	5,000	+245.5%	Put	Sole	2021-08-13
2021-06-30	$36,507	1,447	-99.9%	Principal	Sole	2021-08-13
2021-03-31	$52,767,183	979,892	+823338.7%	Shares	Sole	2021-05-14
2021-03-31	$6,408	119	-98.8%	Principal	Defined	2021-05-14
2021-03-31	$538,500	10,000	-98.8%	Call	Defined	2021-05-14
2020-12-31	$62,046,720	867,665	+19.8%	Shares	Other	2021-02-25
2020-09-30	$55,090,977	724,500	+5.0%	Shares	Sole	2020-11-12
2020-06-30	$47,196,763	690,213	-20.3%	Shares	Defined	2020-08-14
2020-03-31	$46,142,330	866,360	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.