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Schusterman Interests, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$391M
-10.5%
Holdings
9
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRMN 41.95% 34.33% +7.61% $164M
RSP 30.66% 27.40% +3.26% $120M
SPY 22.27% 20.91% +1.36% $87M
EFA 0.26% 0.23% +0.03% $1M
URTH 0.25% 0.23% +0.02% $968K
IWM 0.12% 0.11% +0.01% $489K
BIL 0.13% 0.11% +0.01% $500K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HTFL 1.61% 12.94% -11.32% $6M
PACK 2.75% 3.74% -0.98% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $87M 22.3%
Large Cap 4 $122M 31.2%
Mid Cap 3 $171M 43.8%
Small Cap 1 $11M 2.8%

Portfolio Analytics

Avg Market Cap
$119.5B
Median Market Cap
$46.4B
Avg P/E
283.6
Median P/E
283.6
Avg Dividend Yield
—%
Avg Beta
1.20
# Stocks
3
# ETFs / Funds
6

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRMN 41.95% 2,050,196 $164M $80.05 $14M
2 RSP 30.66% 625,000 $120M $191.92 $225K
3 SPY 22.27% 133,977 $87M $650.34 -$4M
4 PACK 2.75% 3,018,616 $11M $3.57 -$6M
5 HTFL 1.61% 259,666 $6M $24.33 -$50M -1,679,535 -86.6%
6 EFA 0.26% 10,460 $1M $97.13 $12K
7 URTH 0.25% 5,375 $968K $180.02 -$31K
8 BIL 0.13% 5,460 $500K $91.64 $1K
9 IWM 0.12% 1,970 $489K $248.00 $4K
View SEC EDGAR Filings for Schusterman Interests, LLC →

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