Gaotu Techedu (GOTU)

• Market cap: $756M
• 1 day: 4.18%
• 5 days: 11.99%
• 1 month: -5.08%
• 3 months: 35.91%
• 6 months: -0.99%
• Year to date: 37.79%
• 1 year: -56.54%
• 5 years: -91.56%
• 10 years: -71.47%
• Sector: Consumer Staples
• Industry: Education & Training Services

About: Gaotu Techedu Inc is a technology-driven education company that provides online live courses in a large-class setting backed by its proprietary technology infrastructure. The company's segment includes the provision of education services. The company offers courses in large-class format, which amplifies the benefits of online education and allows it to rapidly expand its student base. It operates solely in the PRC and all assets are located in the PRC. The learning services that the company offers include Traditional Learning Services, Non-Academic Tutoring Services, and College Student and Adult Education Services.

Employees: 7,767

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

125% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.26M

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

3% less funds holding

Funds holding: 63 [Q3] → 61 (-2) [Q4]

6.77% less ownership

Funds ownership: 40.28% [Q3] → 33.51% (-6.77%) [Q4]

54% less capital invested

Capital invested by funds: $156M [Q3] → $72.5M (-$83.5M) [Q4]

78% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 27