HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2019
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $8.1B | 99.1% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPS | 5.1M | $50.2M | 0.6% | — | — | — | — |
HERSHEY CO/THE | 47,170 | $6.3M | 0.1% | $98.23 | +17.37% | 2 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 93,065 | $4.6M | 0.1% | $51.84 | +15.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 17,866 | $2.7M | 0.0% | $152.09 | 0.00% | 1 qtr | New 39 |
BLOCK INC | 34,724 | $2.5M | 0.0% | $74.92 | -3.19% | 2 qtrssince 2019-Q1 | Unchanged 0 |
| 355,507 | $1.5M | 0.0% | — | — | 2 qtrssince 2019-Q1 | Increased 35 | |
| 27,393 | $981,000 | 0.0% | $24.28 | -4.94% | 2 qtrssince 2019-Q1 | Unchanged 0 | |
EAGLE PHARMACEUTICALS INC | 15,097 | $841,000 | 0.0% | $50.49 | +10.28% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NOAH HOLDINGS LTD SPON ADS | 7,853 | $334,000 | 0.0% | $33.96 | -12.19% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JUMEI INTL HLDG LTD | 116,246 | $286,000 | 0.0% | — | — | — | — |
SPOTIFY TECHNOLOGY SA | 1,769 | $259,000 | 0.0% | $138.80 | +5.35% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NIO INC | 85,968 | $219,000 | 0.0% | $5.10 | -50.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ICHOR HOLDINGS | 9,043 | $214,000 | 0.0% | $22.58 | +4.69% | 2 qtrssince 2019-Q1 | Unchanged 0 |
CRINETICS PHARMACEUTICALS IN | 6,753 | $169,000 | 0.0% | $22.76 | +9.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
NATIONAL VISION HLDGS INC | 5,039 | $155,000 | 0.0% | $31.43 | -2.23% | 2 qtrssince 2019-Q1 | Unchanged 0 |
SUNRUN INC | 6,740 | $126,000 | 0.0% | $18.76 | -45.68% | 1 qtr | New 34 |
| 11,021 | $110,000 | 0.0% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 | |
VIOMI TECHNOLOGY CO LTD ADR | 9,416 | $76,000 | 0.0% | $7.88 | 0.00% | 1 qtr | New 32 |
MARATHON OIL CORP | 134 | $2,000 | 0.0% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $8.2B across 20 positions as of Q2 2019. Top holdings: HSYFB (99.1%), AMLP (0.6%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Added 4 new positions, exited 4, increased 1, trimmed 3. No standout high-conviction moves this quarter. Portfolio: $8.2B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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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