HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings18 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $7.9B | 99.9% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY CO/THE | 47,170 | $6.1M | 0.1% | $98.23 | +14.10% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Guardant Health, Inc. | 19,048 | $1.5M | 0.0% | $65.19 | +141.16% | 4 qtrssince 2019-Q3 | Decreased 0 |
FINVOLUTION GROUP | 470,148 | $851,000 | 0.0% | $1.73 | -23.16% | 3 qtrssince 2019-Q4 | Increased 35 |
CROWDSTRIKE HOLDINGS INC - A | 3,900 | $391,000 | 0.0% | $52.73 | +86.05% | 3 qtrssince 2019-Q4 | Decreased 0 |
DROPBOX INC | 16,292 | $355,000 | 0.0% | $18.15 | +17.30% | 2 qtrssince 2020-Q1 | Decreased 0 |
IVERIC BIO INC | 68,564 | $350,000 | 0.0% | — | — | 1 qtr | New 36 |
| 19,998 | $350,000 | 0.0% | $23.40 | -49.99% | 6 qtrssince 2019-Q1 | Unchanged 0 | |
CRINETICS PHARMACEUTICALS IN | 19,778 | $347,000 | 0.0% | $18.59 | -3.84% | 6 qtrssince 2019-Q1 | Increased 41 |
NOAH HOLDINGS LTD SPON ADS | 7,853 | $200,000 | 0.0% | $33.96 | -47.97% | 6 qtrssince 2019-Q1 | Unchanged 0 |
FIVERR INTL LTD | 2,077 | $153,000 | 0.0% | $70.59 | -87.24% | 1 qtr | New 34 |
EAGLE PHARMACEUTICALS INC | 3,138 | $151,000 | 0.0% | $50.49 | -4.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
| 11,021 | $136,000 | 0.0% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 | |
HEALTH CATALYST INC | 4,218 | $123,000 | 0.0% | $25.48 | -92.74% | 2 qtrssince 2020-Q1 | Decreased 0 |
PHREESIA INC | 3,582 | $101,000 | 0.0% | $27.05 | -54.60% | 1 qtr | New 33 |
VIOMI TECHNOLOGY CO LTD ADR | 16,139 | $86,000 | 0.0% | $7.86 | -36.25% | 5 qtrssince 2019-Q2 | Unchanged 0 |
MOGU Inc. | 2,056 | $4,000 | 0.0% | — | — | — | — |
MARATHON OIL CORP | 134 | $1,000 | 0.0% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $7.9B across 18 positions as of Q2 2020. Top holdings: HSYFB (99.9%), HSY (0.1%), GH (0.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 3 new positions, 13 exits, 2 increased. Top move: CRNX (INCREASED, conviction 41). Portfolio: $7.9B across 18 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