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Schusterman Interests, LLC

SEC CIK
0001857024
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
11
−4 vs. Q4 2021
Portfolio value
$158.3M
−$73.4M (−31.7%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Schusterman Interests, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSLATesla, Inc.Stock50,000$53.9M34.0%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM846,199$32.1M20.3%00.0%UnchangedHistory
ROOTRoot, Inc.COM CL A8,750,000$17.2M10.9%00.0%UnchangedHistory
CVNACarvana Co.CL A130,000$15.5M9.8%00.0%UnchangedHistory
AFRMAffirm Holdings, Inc.COM CL A291,152$13.5M8.5%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A714,285$12.6M8.0%00.0%UnchangedHistory
VMG Consumer Acquisition Cor91842V102CLASS A COM500,000$4.96M3.1%+500,000New–
SNOWSnowflake Inc.Stock14,164$3.25M2.1%+6,432+83.2%AddedHistory
SGSweetgreen, Inc.COM CL A100,000$3.20M2.0%00.0%UnchangedHistory
PACKRanpak Holdings Corp.COM CL A97,517$1.99M1.3%00.0%UnchangedHistory
VMG Consumer Acquisition Cor91842V110*W EXP 11/03/202250,000$93.0K0.1%+250,000New–

Sold out since Q4 2021 (6)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Schusterman Interests, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
PTONPeloton Interactive, Inc.CL A COM500,000$17.9M7.7%History
VMG Consumer Acquisition Cor91842V201UNIT 11/08/2026500,000$5.07M2.2%–
MQMarqeta, Inc.CLASS A COM245,274$4.21M1.8%History
WRBYWarby Parker Inc.CL A COM43,244$2.01M0.9%History
XPEVXpeng Inc.ADS26,050$1.31M0.6%History
ATAIAtai Beckley N.V.SHS15,926$122.0K0.1%History