Monolith Management Ltd: NEW ORIENTAL ED & TECHNOLOGY (EDU): Quarterly 13F Position History
As of Q2 2026, Monolith Management Ltd reported 439,500 shares of NEW ORIENTAL ED & TECHNOLOGY (EDU), worth $20.2M and representing 12.2% of its 13F equity book. Quarter-over-quarter share count change: + 341,539 (+348.6%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 439,500Shares Held (Latest Filing)
- $20.2MReported Market Value (Latest Filing)
- 12.2%Portfolio Weight (% of 13F Equity Book)
- +341,539Quarter-over-Quarter Share Change
- +$14.6MQuarter-over-Quarter Value Change
- 506,046Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 439,500 | +341,539 | +348.6% | $20.2M | 12.2% | $45.9 |
| Q1 2026 | 97,961 | 97,960 | -50.0% | $5.5M | 2.2% | $56.6 |
| Q4 2025 | 195,921 | 310,125 | -61.3% | $10.8M | 5.1% | $55.0 |
| Q3 2025 | 506,046 | +241,546 | +91.3% | $26.9M | 11.8% | $53.1 |
| Q2 2025 | 264,500 | +264,500 | – | $14.3M | 5.0% | $54.0 |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 200,000 | -100.0% | $0 | 0.0% | – |
| Q3 2024 | 200,000 | – | – | $15.2M | 8.9% | $75.8 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Monolith Management Ltd first disclose a EDU position in 13F-HR filings?
Monolith Management Ltd first reported NEW ORIENTAL ED & TECHNOLOGY (EDU) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Monolith Management Ltd's most recent quarter-over-quarter share-count change in EDU?
Between Q1 2026 and Q2 2026, Monolith Management Ltd added 341,539 shares of EDU (+348.6%), bringing the total reported position to 439,500 shares at a market value of $20.2M.
Does the implied price-per-share represent Monolith Management 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.