HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $8.9B | 99.3% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
ALPS | 5.1M | $43.3M | 0.5% | — | — | — | — |
HERSHEY CO/THE | 47,170 | $6.9M | 0.1% | $98.23 | +29.87% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Guardant Health, Inc. | 33,334 | $2.6M | 0.0% | $62.59 | +24.48% | 2 qtrssince 2019-Q3 | Decreased 0 |
MONGODB INC | 17,866 | $2.4M | 0.0% | $152.09 | +188.45% | 3 qtrssince 2019-Q2 | Unchanged 0 |
FINVOLUTION GROUP | 355,507 | $942,000 | 0.0% | $1.86 | 0.00% | 1 qtr | New 36 |
EAGLE PHARMACEUTICALS INC | 15,097 | $907,000 | 0.0% | $50.49 | +18.62% | 4 qtrssince 2019-Q1 | Unchanged 0 |
TRANSDIGM GROUP INC | 1,587 | $889,000 | 0.0% | $467.11 | +169.08% | 1 qtr | New 35 |
| 55,655 | $734,000 | 0.0% | — | — | — | New 35 | |
| 19,998 | $670,000 | 0.0% | $23.40 | -6.18% | 4 qtrssince 2019-Q1 | Decreased 0 | |
Boundless Bio, Inc. | 11,009 | $659,000 | 0.0% | — | — | 1 qtr | New 35 |
NATERA INC | 15,772 | $531,000 | 0.0% | $33.01 | +1.57% | 2 qtrssince 2019-Q3 | Increased 40 |
NIO INC | 85,968 | $346,000 | 0.0% | $5.10 | -27.06% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NOAH HOLDINGS LTD SPON ADS | 7,853 | $278,000 | 0.0% | $33.96 | -26.94% | 4 qtrssince 2019-Q1 | Unchanged 0 |
SPOTIFY TECHNOLOGY SA | 1,769 | $265,000 | 0.0% | $138.80 | +7.93% | 4 qtrssince 2019-Q1 | Unchanged 0 |
JUMEI INTL HLDG LTD | 116,246 | $246,000 | 0.0% | — | — | — | — |
EVENTBRITE INC | 8,671 | $175,000 | 0.0% | $20.26 | 0.00% | 1 qtr | New 32 |
CRINETICS PHARMACEUTICALS IN | 6,753 | $169,000 | 0.0% | $22.76 | +4.17% | 4 qtrssince 2019-Q1 | Unchanged 0 |
CROWDSTRIKE HOLDINGS INC - A | 3,260 | $163,000 | 0.0% | $50.03 | 0.00% | 1 qtr | New 32 |
NATIONAL VISION HLDGS INC | 5,039 | $163,000 | 0.0% | $31.43 | -41.23% | 4 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $9B across 25 positions as of Q4 2019. Top holdings: HSYFB (99.3%), AMLP (0.5%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 3 exits, 2 increased. Top move: NTRA (INCREASED, conviction 40). Portfolio: $9.0B across 25 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