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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0000908551
Total reported value
$9.8B
$9.8B
8 檔
108.0%
According to the latest 13F quarterly dataset, Hershey Trust Co managed an equity portfolio of $9.8B at the end of Q3 2025, spanning 8 distinct U.S. exchange-listed positions.
Hershey Trust Co executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HSY | The Hershey Company | Stock-Consumer Staples | 96.32% | +1.05% | — | |
| 2 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.64% | -1.05% | -0.01% | |
| 3 | IOT | Samsara Inc-cl A | Stock-Tech | 0.01% | — | EXIT | |
| 4 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 5 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.01% | — | — | |
| 6 | FRSH | Freshworks Inc-cl A | Stock-Other | — | — | — | |
| 7 | PONY | Pony Ai Inc | Stock-Other | — | — | -80.01% | |
| 8 | ALEC | Alector Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HSY | The Hershey Company | +0.1% | — | Unchanged |
| 2 | HSY | Hershey Co/the | — | -0.01% | Trim |
| 3 | NU | Nu Holdings Ltd. | — | EXIT | Sold out |
| 4 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 5 | IOT | Samsara Inc-cl A | — | NEW | New buy |
| 6 | WRBY | Warby Parker Inc-class A | — | EXIT | Sold out |
| 7 | PDD | Pdd Holdings Inc | — | NEW | New buy |
| 8 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 9 | FRSH | Freshworks Inc-cl A | — | NEW | New buy |
| 10 | PONY | Pony Ai Inc | — | NEW | New buy |
| 11 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 12 | ALEC | Alector Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Hershey Trust Co reported a total U.S. public equity portfolio value of $9.8B across 8 disclosed positions in Q3 2025.
During Q3 2025, Hershey Trust Co's top holdings by market value included HSY (96.3%)、HSY (3.6%)、IOT (0.0%). The largest single position, HSY, represented 96.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HSY, HSY, IOT) accounted for 108.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
IOT
市值: $1.3M
Top Position Liquidated / Trimmed
NU
前期市值: $5.4M
In Q3 2025, Hershey Trust Co made 11 total portfolio adjustments, initiating 6 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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