— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Schusterman Interests, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$438M
+567.0%
Holdings
6
+2
New Purchases
2
Added To
3
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRMN 33.83% 0.00% +33.83% $148M
HTFL 14.92% 0.00% +14.92% $65M
PACK 3.88% 0.53% +3.35% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 20.17% 65.47% -45.29% $88M
RSP 27.09% 33.24% -6.15% $119M
BIL 0.11% 0.76% -0.65% $501K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $88M 20.2%
Large Cap 2 $119M 27.2%
Mid Cap 2 $213M 48.7%
Small Cap 1 $17M 3.9%

Portfolio Analytics

Avg Market Cap
$152.4B
Median Market Cap
$27.5B
Avg P/E
283.6
Median P/E
283.6
Avg Dividend Yield
—%
Avg Beta
1.27
# Stocks
3
# ETFs / Funds
3

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRMN 33.83% 2,050,196 $148M $72.20 +2,050,196 NEW
2 RSP 27.09% 625,000 $119M $189.70 $97M +505,000 +420.8%
3 SPY 20.17% 132,517 $88M $666.18 $45M +63,000 +90.6%
4 HTFL 14.92% 1,939,201 $65M $33.66 +1,939,201 NEW
5 PACK 3.88% 3,018,616 $17M $5.62 $17M +2,921,099 +2995.5%
6 BIL 0.11% 5,460 $501K $91.75 $109

New Positions

SymbolValue% Port
KRMN $148M 33.83%
HTFL $65M 14.92%
View SEC EDGAR Filings for Schusterman Interests, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms