First Beijing Investment Ltd: NEW ORIENTAL ED & TECHNOLOGY (EDU): Quarterly 13F Position History
As of Q1 2026, First Beijing Investment Ltd reported 8,995,258 shares of NEW ORIENTAL ED & TECHNOLOGY (EDU), worth $509.4M and representing 22.0% of its 13F equity book. Quarter-over-quarter share count change: 1,110,707 (-11.0%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 8,995,258Shares Held (Latest Filing)
- $509.4MReported Market Value (Latest Filing)
- 22.0%Portfolio Weight (% of 13F Equity Book)
- 1,110,707Quarter-over-Quarter Share Change
- -$46.7MQuarter-over-Quarter Value Change
- 10,105,965Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 8,995,258 | 1,110,707 | -11.0% | $509.4M | 22.0% | $56.6 |
| Q4 2025 | 10,105,965 | +759,464 | +8.1% | $556.1M | 21.9% | $55.0 |
| Q3 2025 | 9,346,501 | +2,231,169 | +31.4% | $496.0M | 19.2% | $53.1 |
| Q2 2025 | 7,115,332 | +1,658,954 | +30.4% | $383.9M | 21.5% | $54.0 |
| Q1 2025 | 5,456,378 | +5,196,281 | +1997.8% | $260.9M | 17.9% | $47.8 |
| Q4 2024 | 260,097 | — | — | $16.7M | 1.2% | $64.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did First Beijing Investment Ltd first disclose a EDU position in 13F-HR filings?
First Beijing Investment Ltd first reported NEW ORIENTAL ED & TECHNOLOGY (EDU) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was First Beijing Investment Ltd's most recent quarter-over-quarter share-count change in EDU?
Between Q4 2025 and Q1 2026, First Beijing Investment Ltd reduced its EDU position by 1,110,707 shares (-11.0%), leaving 8,995,258 shares at a market value of $509.4M.
Does the implied price-per-share represent First Beijing Investment Ltd's cost basis in EDU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.