HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2019
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $7B | 93.9% | — | — | 1 qtr | New 100 |
HERSHEY CO/THE | 3.8M | $436.4M | 5.9% | $98.23 | 0.00% | 1 qtr | New 99 |
DOCUSIGN INC | 101,901 | $5.3M | 0.1% | $51.84 | 0.00% | 1 qtr | New 40 |
BLOCK INC | 34,724 | $2.6M | 0.0% | $74.92 | 0.00% | 1 qtr | New 39 |
| 279,080 | $1.1M | 0.0% | — | — | 1 qtr | New 38 | |
| 27,393 | $1M | 0.0% | $24.28 | 0.00% | 1 qtr | New 38 | |
DROPBOX INC | 47,568 | $1M | 0.0% | $21.80 | 0.00% | 1 qtr | New 38 |
EAGLE PHARMACEUTICALS INC | 15,097 | $762,000 | 0.0% | $50.49 | 0.00% | 1 qtr | New 37 |
CARBON BLACK INC | 39,689 | $554,000 | 0.0% | — | — | 1 qtr | New 37 |
VOYAGER THERAPEUTICS INC | 27,190 | $520,000 | 0.0% | $19.14 | 0.00% | 1 qtr | New 36 |
NIO INC | 85,968 | $438,000 | 0.0% | $5.10 | 0.00% | 1 qtr | New 36 |
NOAH HOLDINGS LTD SPON ADS | 7,853 | $381,000 | 0.0% | $33.96 | 0.00% | 1 qtr | New 36 |
Boundless Bio, Inc. | 7,980 | $311,000 | 0.0% | — | — | 1 qtr | New 35 |
JUMEI INTL HLDG LTD | 116,246 | $274,000 | 0.0% | — | — | — | — |
CRINETICS PHARMACEUTICALS IN | 10,947 | $249,000 | 0.0% | $22.76 | 0.00% | 1 qtr | New 35 |
SPOTIFY TECHNOLOGY SA | 1,769 | $246,000 | 0.0% | $138.80 | 0.00% | 1 qtr | New 35 |
ICHOR HOLDINGS | 9,043 | $204,000 | 0.0% | $22.58 | 0.00% | 1 qtr | New 35 |
NATIONAL VISION HLDGS INC | 5,039 | $158,000 | 0.0% | $31.43 | 0.00% | 1 qtr | New 34 |
| 11,021 | $144,000 | 0.0% | — | — | 1 qtr | New 34 | |
MARATHON OIL CORP | 134 | $2,000 | 0.0% | — | — | 1 qtr | New 20 |
HERSHEY TRUST CO manages $7.4B across 20 positions as of Q1 2019. Top holdings: HSYFB (93.9%), HSY (5.9%), DOCU (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 20 new positions, 0 exits, 0 increased. Top move: HSYFB (NEW, conviction 100). Portfolio: $7.4B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer