Jeff Yass’s Birkenstock BIRK Stock Holding History

Jeff Yass’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11M	Buy	255,000 +96,600	+61%	+$3.9M	﹤0.01%	3255
2026 Q1	$5.68M	Sell	158,400 -131,000	-45%	-$5.11M	﹤0.01%	4017
2025 Q4	$11.8M	Sell	289,400 -381,900	-57%	-$16.2M	﹤0.01%	2841
2025 Q3	$30.4M	Sell	671,300 -815,500	-55%	-$39.9M	﹤0.01%	1784
2025 Q2	$73.1M	Buy	1,486,800 +1,417,900	+2,058%	+$72.9M	0.01%	927
2025 Q1	$3.16M	Sell	68,900 -82,500	-54%	-$4.35M	﹤0.01%	4556
2024 Q4	$8.58M	Sell	151,400 -175,200	-54%	-$8.89M	﹤0.01%	2846
2024 Q3	$16.1M	Buy	326,600 +214,200	+191%	+$11.7M	﹤0.01%	2054
2024 Q2	$6.12M	Buy	112,400 +80,200	+249%	+$3.97M	﹤0.01%	3134
2024 Q1	$1.52M	Sell	32,200 -83,500	-72%	-$3.99M	﹤0.01%	5969
2023 Q4	$5.64M	Buy	+115,700	New	+$5.01M	﹤0.01%	3504

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's BIRK Position: Q2 2026 in Review

Jeff Yass opened a new position in Birkenstock (BIRK) in Q2 2026: 30,059 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #7530 among its holdings. This is a return to the name: Jeff Yass previously reported a position in BIRK as recently as Q4 2025.

Jeff Yass first reported a position in BIRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.9M in Q3 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Jeff Yass held 30,059 shares of Birkenstock worth $1.29M as of Q2 2026.
Birkenstock was a new Jeff Yass position in Q2 2026.
Birkenstock made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7530 holding.
Jeff Yass first reported a position in Birkenstock in Q1 2025 and has held it in 5 quarters since.
Jeff Yass's Birkenstock position peaked at $11.9M in Q3 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.