Jeff Yass’s Themes China Generative Artificial Intelligence ETF DRGN Stock Holding History

Jeff Yass’s Portfolio DRGN Stock Details DRGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88M	Buy	76,442 +58,533	+327%	+$2.11M	﹤0.01%	5709
2026 Q1	$547K	Buy	+17,909	New	+$612K	﹤0.01%	9429
2025 Q4	–	Sell	-58,250	Closed	-$2.2M	–	14070
2025 Q3	$2.2M	Buy	+58,250	New	+$1.8M	﹤0.01%	5574

Other funds holding DRGN

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

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Jeff Yass's DRGN Position: Q2 2026 in Review

Jeff Yass increased its Themes China Generative Artificial Intelligence ETF (DRGN) stake by 327% in Q2 2026, buying an estimated $2.11M and bringing the position to 76,442 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #5709.

Jeff Yass first reported a position in DRGN in Q3 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold DRGN as of Q2 2026.

Jeff Yass held 76,442 shares of Themes China Generative Artificial Intelligence ETF worth $2.88M as of Q2 2026.
Jeff Yass bought 58,533 Themes China Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $2.11M.
Themes China Generative Artificial Intelligence ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5709 holding.
Jeff Yass first reported a position in Themes China Generative Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Themes China Generative Artificial Intelligence ETF as of Q2 2026.

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