JY
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Jeff Yass’s SES AI SES Stock Holding History

Jeff Yass’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
490,200
-420,300
-46% -$458K ﹤0.01% 10055
2026
Q1 		$874K Buy
910,500
+121,700
+15% +$207K ﹤0.01% 8236
2025
Q4 		$1.42M Buy
788,800
+463,300
+142% +$1.04M ﹤0.01% 6386
2025
Q3 		$544K Buy
325,500
+158,900
+95% +$190K ﹤0.01% 8753
2025
Q2 		$148K Buy
166,600
+58,700
+54% +$49.3K ﹤0.01% 11506
2025
Q1 		$56.1K Sell
107,900
-362,300
-77% -$333K ﹤0.01% 11816
2024
Q4 		$1.03M Buy
+470,200
New +$268K ﹤0.01% 6867
2023
Q2 		– Sell
-24,900
Closed -$73.5K – 13018
2023
Q1 		$73.5K Sell
24,900
-22,300
-47% -$70.3K ﹤0.01% 11505
2022
Q4 		$149K Buy
47,200
+12,500
+36% +$60.4K ﹤0.01% 10502
2022
Q3 		$169K Sell
34,700
-2,700
-7% -$13.1K ﹤0.01% 11083
2022
Q2 		$147K Sell
37,400
-52,400
-58% -$335K ﹤0.01% 11050
2022
Q1 		$813K Buy
89,800
+65,600
+271% +$494K ﹤0.01% 7673
2021
Q4 		$241K Buy
+24,200
New +$246K ﹤0.01% 11032

Other funds holding SES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jeff Yass's SES Position: Q2 2026 in Review

Jeff Yass increased its SES AI (SES) stake by 123% in Q2 2026, buying an estimated $272K and bringing the position to 453,368 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #10224.

Jeff Yass first reported a position in SES in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q4 2021. 129 funds tracked by Wall St. Rank hold SES as of Q2 2026.

  • Jeff Yass held 453,368 shares of SES AI worth $435K as of Q2 2026.
  • Jeff Yass bought 249,784 SES AI shares in Q2 2026, an estimated $272K.
  • SES AI made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10224 holding.
  • Jeff Yass first reported a position in SES AI in Q2 2021 and has held it in 18 quarters since.
  • Jeff Yass's SES AI position peaked at $1.85M in Q4 2021.
  • 129 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

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