JY
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Jeff Yass’s NuScale Power SMR Stock Holding History

Jeff Yass’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1M Buy
4,198,100
+725,200
+21% +$8.18M ﹤0.01% 1680
2026
Q1 		$37.6M Sell
3,472,900
-2,736,800
-44% -$41.6M ﹤0.01% 1519
2025
Q4 		$88M Buy
6,209,700
+889,300
+17% +$25.4M 0.01% 968
2025
Q3 		$192M Buy
5,320,400
+2,473,600
+87% +$98.6M 0.02% 556
2025
Q2 		$113M Buy
2,846,800
+1,712,500
+151% +$43M 0.02% 699
2025
Q1 		$16.1M Buy
1,134,300
+428,900
+61% +$8.67M ﹤0.01% 1957
2024
Q4 		$12.6M Buy
705,400
+474,800
+206% +$9.8M ﹤0.01% 2360
2024
Q3 		$2.67M Buy
230,600
+139,600
+153% +$1.42M ﹤0.01% 4755
2024
Q2 		$1.06M Sell
91,000
-156,200
-63% -$1.11M ﹤0.01% 6427
2024
Q1 		$1.31M Buy
247,200
+210,400
+572% +$755K ﹤0.01% 6274
2023
Q4 		$121K Sell
36,800
-71,200
-66% -$253K ﹤0.01% 11172
2023
Q3 		$529K Buy
108,000
+6,800
+7% +$44.8K ﹤0.01% 8088
2023
Q2 		$688K Buy
101,200
+66,200
+189% +$537K ﹤0.01% 7555
2023
Q1 		$318K Sell
35,000
-25,500
-42% -$256K ﹤0.01% 9585
2022
Q4 		$621K Buy
60,500
+33,800
+127% +$374K ﹤0.01% 7310
2022
Q3 		$312K Buy
26,700
+14,300
+115% +$188K ﹤0.01% 9702
2022
Q2 		$124K Buy
+12,400
New +$124K ﹤0.01% 11247

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jeff Yass's SMR Position: Q2 2026 in Review

Jeff Yass increased its NuScale Power (SMR) stake by 245% in Q2 2026, buying an estimated $25.7M and bringing the position to 3,210,138 shares worth $32.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Jeff Yass first reported a position in SMR in Q2 2022 and has held it in 15 quarters since. The position peaked at $61.6M in Q4 2025. 517 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Jeff Yass held 3,210,138 shares of NuScale Power worth $32.2M as of Q2 2026.
  • Jeff Yass bought 2,278,420 NuScale Power shares in Q2 2026, an estimated $25.7M.
  • NuScale Power made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1940 holding.
  • Jeff Yass first reported a position in NuScale Power in Q2 2022 and has held it in 15 quarters since.
  • Jeff Yass's NuScale Power position peaked at $61.6M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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