EDU β€” NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC

Ownership history in BRIGHT VALLEY CAPITAL Ltd  Β·  4 quarters on record

AI Ownership Summary

BRIGHT VALLEY CAPITAL Ltd reported NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC (EDU) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 17.01% in 2025 Q1. The latest visible filing shows EDU at 10.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHT VALLEY CAPITAL Ltd's position in NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EDU was reported at 10.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIGHT VALLEY CAPITAL Ltd held EDU β€” position size vs. price
% of Fund (quarterly)    EDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 525,961 +425,961 +426.0% 10.75% $28.9M 2026-02-14 (Est.) $58.70
2025 Q2 REDUCED 100,000 -139,885 -58.3% 3.81% $5.4M 2025-08-13 $46.79
2025 Q2 REDUCED 239,885 -818,115 -77.3% 9.14% $12.9M 2025-08-13 $46.79
2025 Q1 INITIATED 1,058,000 β€” β€” 17.01% $50.6M 2025-05-13 $48.94

FAQ About BRIGHT VALLEY CAPITAL Ltd and EDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHT VALLEY CAPITAL Ltd reported owning EDU?

BRIGHT VALLEY CAPITAL Ltd reported EDU across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EDU position in BRIGHT VALLEY CAPITAL Ltd's portfolio?

The largest reported portfolio weight for EDU was 17.01% in 2025 Q1.

What is the latest reported EDU position on this page?

The most recent filing on this page is 2025 Q4, when BRIGHT VALLEY CAPITAL Ltd reported 525,961 shares, equal to 10.75% of portfolio, with an estimated market value of $28.9M.

What does the chart on this EDU ownership page compare?

The chart compares BRIGHT VALLEY CAPITAL Ltd's quarterly EDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BRIGHT VALLEY CAPITAL Ltd Holdings