Jeff Yass’s Sigma Lithium SGML Stock Holding History

Jeff Yass’s Portfolio SGML Stock Details SGML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.89M	Sell	307,800 -256,700	-45%	-$4.32M	﹤0.01%	5099
2026 Q1	$6.97M	Sell	564,500 -217,900	-28%	-$2.79M	﹤0.01%	3676
2025 Q4	$10.3M	Buy	782,400 +301,000	+63%	+$2.59M	﹤0.01%	3001
2025 Q3	$3.09M	Buy	481,400 +282,900	+143%	+$1.7M	﹤0.01%	4931
2025 Q2	$893K	Buy	198,500 +126,700	+176%	+$836K	﹤0.01%	7721
2025 Q1	$747K	Sell	71,800 -108,800	-60%	-$1.25M	﹤0.01%	7991
2024 Q4	$2.03M	Sell	180,600 -35,500	-16%	-$464K	﹤0.01%	5300
2024 Q3	$2.67M	Buy	216,100 +42,600	+25%	+$465K	﹤0.01%	4752
2024 Q2	$2.09M	Sell	173,500 -1,039,500	-86%	-$15.4M	﹤0.01%	5022
2024 Q1	$15.7M	Buy	1,213,000 +109,000	+10%	+$1.95M	﹤0.01%	2053
2023 Q4	$34.8M	Buy	1,104,000 +390,900	+55%	+$10.9M	0.01%	1296
2023 Q3	$23.1M	Sell	713,100 -21,700	-3%	-$776K	﹤0.01%	1601
2023 Q2	$29.6M	Buy	734,800 +351,900	+92%	+$13.4M	0.01%	1373
2023 Q1	$14.4M	Buy	382,900 +243,700	+175%	+$7.81M	﹤0.01%	2033
2022 Q4	$3.93M	Buy	139,200 +80,600	+138%	+$2.59M	﹤0.01%	3600
2022 Q3	$1.59M	Buy	+58,600	New	+$1.23M	﹤0.01%	5452

Other funds holding SGML

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Keystone Investors Singapore $1.87B AUM

Jeff Yass's SGML Position: Q2 2026 in Review

Jeff Yass reduced its Sigma Lithium (SGML) stake by 82% in Q2 2026, selling an estimated $4.54M and leaving 58,839 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #8949.

Jeff Yass first reported a position in SGML in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.9M in Q3 2023. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

Jeff Yass held 58,839 shares of Sigma Lithium worth $744K as of Q2 2026.
Jeff Yass sold 270,149 Sigma Lithium shares in Q2 2026, an estimated $4.54M.
Sigma Lithium made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8949 holding.
Jeff Yass first reported a position in Sigma Lithium in Q3 2022 and has held it in 16 quarters since.
Jeff Yass's Sigma Lithium position peaked at $23.9M in Q3 2023.
119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

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