Schusterman Interests, LLC — 13F Holdings & Portfolio

CIK 1857024 · latest 13F-HR filed 2026-05-15

Schusterman Interests, LLC manages $391.3M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KRMN (41.95%), RSP (30.66%), SPY (22.27%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$391.3M

Long-equity book

Holdings

9

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑1 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KARMAN HLDGS INC$14.1M +9.4%
Show all 1

Top Trims

  • HEARTFLOW INC-$50.2M -88.8%
  • RANPAK HOLDINGS CORP-$5.6M -34.0%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KARMAN HLDGS INC KRMN 485924104 $164.1M 41.95% 2,050,196 SH
2 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $120.0M 30.66% 625,000 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $87.1M 22.27% 133,977 SH
4 RANPAK HOLDINGS CORP PACK 75321W103 $10.8M 2.75% 3,018,616 SH
5 HEARTFLOW INC HTFL 42238D107 $6.3M 1.61% 259,666 SH
6 ISHARES TR EFA 464287465 $1.0M 0.26% 10,460 SH
7 ISHARES INC URTH 464286392 $967.6K 0.25% 5,375 SH
8 SPDR SERIES TRUST BIL 78468R663 $500.4K 0.13% 5,460 SH
9 ISHARES TR IWM 464287655 $488.6K 0.12% 1,970 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $391.3M 9 0000899140-26-000583
2025-12-31 2026-02-17 $436.9M 9 0000899140-26-000253
2025-09-30 2025-11-14 $437.6M 6 0000899140-25-001313