HERSHEY TRUST CO
Institutional investor · Portfolio as of Q3 2022
Top Holdings15 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 58.1M | $12.8B | 99.7% | — | — | 15 qtrssince 2019-Q1 | Unchanged 0 |
| 745,424 | $15.7M | 0.1% | — | — | — | Unchanged 0 | |
PDD HOLDINGS INC | 125,248 | $7.8M | 0.1% | $85.75 | -29.13% | 6 qtrssince 2021-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 53,248 | $5.6M | 0.0% | $167.33 | -36.26% | 5 qtrssince 2021-Q3 | Increased 30 |
CRISPR THERAPEUTICS AG | 33,758 | $2.2M | 0.0% | $121.82 | -47.06% | 7 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2M | 0.0% | $96.47 | +134.10% | 9 qtrssince 2020-Q3 | Unchanged 0 |
UBER TECHNOLOGIES INC | 69,052 | $1.8M | 0.0% | $44.52 | +70.60% | 5 qtrssince 2021-Q3 | Unchanged 0 |
TELADOC HEALTH INC | 65,550 | $1.7M | 0.0% | $120.66 | -94.36% | 8 qtrssince 2020-Q4 | Increased 30 |
INARI MED INC | 8,564 | $622,000 | 0.0% | — | — | 8 qtrssince 2020-Q4 | Unchanged 0 |
MICROSOFT CORP | 2,272 | $529,000 | 0.0% | $198.35 | +16.61% | 9 qtrssince 2020-Q3 | Unchanged 0 |
CHINOOK THERAPEUTICS INC | 7,421 | $146,000 | 0.0% | — | — | 1 qtr | New 34 |
DADA NEXUS LTD | 29,117 | $138,000 | 0.0% | — | — | 5 qtrssince 2021-Q3 | Decreased 0 |
DIDI GLOBAL INC ADR | 36,072 | $66,000 | 0.0% | $2.94 | -35.37% | 3 qtrssince 2022-Q1 | Unchanged 0 |
COMCAST CORP-CLASS A | 275 | $8,000 | 0.0% | $25.39 | +3.11% | 1 qtr | New 26 |
| 395,824 | $0 | 0.0% | — | — | — | New 20 |
HERSHEY TRUST CO manages $12.8B across 15 positions as of Q3 2022. Top holdings: HSYFB (99.7%), MEITUAN DIANPING USD0.00001 (A (0.1%), PDD (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 3 new positions, 22 exits, 2 increased. No standout high-conviction moves this quarter. Portfolio: $12.8B across 15 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer