Tal Education Group- Adr (TAL) — 13F Holders Deep Dive (Q2 2026)

TAL ranks #2585 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TAL is a top-conviction position for Tiger Pacific Capital LP — at 35.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TAL belongs to California State Teachers Retirement System, but the position matters far more to Tiger Pacific Capital LP, who has 35.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Robeco Institutional Asset Management B.V. has added to its TAL position for two straight quarters, increasing it by $132.1M to reach $141.1M today.

Fidelity has trimmed its TAL position for two straight quarters, cutting it by $211.2M while still holding $23.3M.

TAL is down 1.7% today, but institutions show net buying of $373.4M this quarter — a divergence between today's price move and the underlying institutional flow.

TAL closed its latest fiscal year with net income of $530.8M, and currently trades at a P/E of 4.3.

• Profitable — net income of $530.8M in the latest fiscal year
• Revenue grew 33.7% year over year
• Net income improved year over year, from $84.6M to $530.8M
• Generated $601.5M in positive operating cash flow
• Current ratio of 2.17x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.57x equity — within a conventional range