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 		$247K Sell
257,800
-11,400
-4% -$12.4K ﹤0.01% 11488
2026
Q1 		$258K Sell
269,200
-2,900
-1% -$4.93K ﹤0.01% 11191
2025
Q4 		$490K Sell
272,100
-221,500
-45% -$497K ﹤0.01% 8836
2025
Q3 		$824K Buy
493,600
+151,000
+44% +$181K ﹤0.01% 7808
2025
Q2 		$305K Buy
342,600
+79,300
+30% +$66.5K ﹤0.01% 10296
2025
Q1 		$137K Buy
263,300
+205,100
+352% +$189K ﹤0.01% 11298
2024
Q4 		$127K Buy
+58,200
New +$33.2K ﹤0.01% 11142
2022
Q3 		– Sell
-60,700
Closed -$239K – 14022
2022
Q2 		$239K Sell
60,700
-64,100
-51% -$410K ﹤0.01% 10177
2022
Q1 		$1.13M Buy
124,800
+5,300
+4% +$40K ﹤0.01% 6816
2021
Q4 		$1.19M Buy
+119,500
New +$1.22M ﹤0.01% 6833

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.