Form 13-F position report

NEW ORIENTAL EDUCATION & TECH

Reported by THUNDERBIRD PARTNERS LLP

EDU CUSIP 647581206 Manager CIK 0001636974

Reported 432,422 shares, up 15,250 (3.7%) from the prior quarter.

Reported value 14.9%; share count 3.7% vs. the prior quarter.

Added
% of reported 13F value 4.19% This manager · Q1 2023
Shares 432,422 Quarter-end amount reported
Reported value $16,695,813 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 14525929
2023-03-31 16695813
2023-06-30 17747280
2023-09-30 27953351
2023-12-31 37417061
2024-03-31 41030090
2024-06-30 30378594
2024-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarterly reported position history for NEW ORIENTAL EDUCATION & TECH held by THUNDERBIRD PARTNERS LLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2024 Reduced 0 -390,822 (-100.0%) 0 $0 2024-11-14
Q2 2024 Reduced 390,822 -81,766 (-17.3%) 7.22% $30,378,594 2024-08-13
Q1 2024 Reduced 472,588 -38,016 (-7.4%) 10.53% $41,030,090 2024-05-15
Q4 2023 Added 510,604 +33,177 (6.9%) 8.07% $37,417,061 2024-02-15
Q3 2023 Added 477,427 +28,015 (6.2%) 7.01% $27,953,351 2023-11-13
Q2 2023 Added 449,412 +16,990 (3.9%) 5.46% $17,747,280 2023-08-14
Q1 2023 Added 432,422 +15,250 (3.7%) 4.19% $16,695,813 2023-05-15
Q4 2022 New 417,172 +417,172 (0.0%) 3.51% $14,525,929 2023-02-14

Who else reported the position

213 managers reported NEW ORIENTAL EDUCATION & TECH for Q1 2023.

Managers reporting NEW ORIENTAL EDUCATION & TECH in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BAUPOST GROUP LLC MA Reduced 5,418,784 -375,144 3.58% $209,219,000 4 qtrs
Greenwoods Asset Management Hong Kong Ltd Added 4,300,694 +3,687,520 9.6% $166,049,795 3 qtrs
KEYWISE CAPITAL MANAGEMENT HK Ltd Unchanged 3,972,640 0 34.86% $153,383,630 3 qtrs
FMR LLC Added 3,624,686 +3,622,527 0.01% $139,949,123 4 qtrs
Yiheng Capital Management L P Reduced 3,442,666 -499,706 5.26% $132,921,334 4 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 3,389,754 -408,700 0.17% $130,878,000 4 qtrs
The Goldman Sachs Group Inc Added 2,828,156 +957,530 0.03% $109,195,103 4 qtrs
FengHe Fund Management Pte Ltd Reduced 2,823,668 -2,883,918 24.47% $109,021,821 3 qtrs
Bank of America Corporation Added 2,796,596 +125,401 0.01% $107,976,571 4 qtrs
Polunin Capital Partners Ltd Reduced 2,352,118 -35,000 18.81% $90,815,000 4 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
SPON ADR

Voting authority reported

Sole
432,422
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.