1y return−1.4%S&P 500 +20.9%
3y return+150.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $188 against $157 in the S&P 500.2
Schusterman Interests, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $133.0M | 34.7% | |
| SPYState Str Spdr S&p 500 Etf T | $100.1M | 26.1% | |
| KRMNKarman Hldgs Inc | $75.2M | 19.6% | −26.5% |
| CGMSCapital Grp Fixed Incm Etf T | $49.7M | 13.0% | New |
| PACKRanpak Holdings Corp | $22.1M | 5.8% | |
| URTHIshares Inc | $1.1M | 0.3% | |
| EFAIshares Tr | $1.1M | 0.3% | |
| IWMIshares Tr | $592K | 0.2% | |
| BILSpdr Series Trust | $500K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | March 31, 2024 | +42.8% | $100.1M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $592K |
| RSPInvesco Exchange Traded Fd T | June 30, 2025 | +17.1% | $133.0M |
| URTHIshares Inc | December 31, 2025 | +9.1% | $1.1M |
| EFAIshares Tr | December 31, 2025 | +8.2% | $1.1M |
| BILSpdr Series Trust | September 30, 2023 | −0.2% | $500K |
| KRMNKarman Hldgs Inc | September 30, 2025 | −30.9% | $75.2M |
| PACKRanpak Holdings Corp | December 31, 2021 | −80.5% | $22.1M |
Sold off last quarter
- HTFLHeartflow Inc was $6.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −5.9% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +18.6% | +5.4% |
| June 30, 2024 | +19.2% | +4.0% |
| March 31, 2024 | +23.0% | +10.0% |
| December 31, 2023 | +20.8% | +11.2% |
| September 30, 2023 | +13.4% | −3.6% |
| June 30, 2023 | +41.4% | +8.3% |
| March 31, 2023 | +33.9% | +7.0% |
| December 31, 2022 | −35.0% | +7.1% |
| September 30, 2022 | +18.3% | −5.3% |
| June 30, 2022 | −31.9% | −16.5% |
| March 31, 2022 | −24.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Schusterman Interests, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1857024&type=13F-HR&dateb=&owner=include&count=40CIK 1857024
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1857024/000089914026000884/Filed August 14, 2026 · accession 0000899140-26-000884