HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2022
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 58.1M | $13.5B | 99.8% | — | — | 16 qtrssince 2019-Q1 | Unchanged 0 |
| 745,424 | $16.7M | 0.1% | — | — | — | Unchanged 0 | |
AIRBNB INC-CLASS A | 53,248 | $4.6M | 0.0% | $167.33 | -48.90% | 6 qtrssince 2021-Q3 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 390,266 | $1.6M | 0.0% | $4.07 | 0.00% | 1 qtr | New 38 |
CRISPR THERAPEUTICS AG | 33,758 | $1.4M | 0.0% | $121.82 | -66.63% | 8 qtrssince 2021-Q1 | Unchanged 0 |
MICROSOFT CORP | 2,272 | $544,871 | 0.0% | $198.35 | +142.17% | 10 qtrssince 2020-Q3 | Unchanged 0 |
DIDI GLOBAL INC ADR | 36,072 | $114,709 | 0.0% | $2.94 | +38.78% | 4 qtrssince 2022-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $13.5B across 7 positions as of Q4 2022. Top holdings: HSYFB (99.8%), MEITUAN DIANPING USD0.00001 (A (0.1%), ABNB (0.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 1 new positions, 9 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $13.5B across 7 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