Jeff Yass’s VinFast Auto VFS Stock Holding History

Jeff Yass’s Portfolio VFS Stock Details VFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Buy	74,300 +32,200	+76%	+$121K	﹤0.01%	11640
2026 Q1	$162K	Buy	42,100 +20,600	+96%	+$67.4K	﹤0.01%	11923
2025 Q4	$71.8K	Sell	21,500 -54,500	-72%	-$182K	﹤0.01%	11617
2025 Q3	$245K	Buy	76,000 +3,800	+5%	+$13K	﹤0.01%	10566
2025 Q2	$258K	Buy	72,200 +44,700	+163%	+$151K	﹤0.01%	10673
2025 Q1	$87.5K	Sell	27,500 -143,000	-84%	-$532K	﹤0.01%	11616
2024 Q4	$687K	Sell	170,500 -276,900	-62%	-$1.12M	﹤0.01%	7864
2024 Q3	$1.71M	Sell	447,400 -104,600	-19%	-$414K	﹤0.01%	5608
2024 Q2	$2.37M	Buy	552,000 +253,400	+85%	+$987K	﹤0.01%	4753
2024 Q1	$1.48M	Sell	298,600 -216,400	-42%	-$1.22M	﹤0.01%	6033
2023 Q4	$4.31M	Sell	515,000 -1,581,500	-75%	-$10.8M	﹤0.01%	3957
2023 Q3	$26.2M	Buy	+2,096,500	New	+$54.9M	0.01%	1494

Other funds holding VFS

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jeff Yass's VFS Position: Q2 2026 in Review

Jeff Yass reduced its VinFast Auto (VFS) stake by 42% in Q2 2026, selling an estimated $299K and leaving 110,545 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #10747.

Jeff Yass first reported a position in VFS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2024. 32 funds tracked by Wall St. Rank hold VFS as of Q2 2026.

Jeff Yass held 110,545 shares of VinFast Auto worth $345K as of Q2 2026.
Jeff Yass sold 79,474 VinFast Auto shares in Q2 2026, an estimated $299K.
VinFast Auto made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10747 holding.
Jeff Yass first reported a position in VinFast Auto in Q1 2024 and has held it in 10 quarters since.
Jeff Yass's VinFast Auto position peaked at $2.33M in Q4 2024.
32 funds tracked by Wall St. Rank held VinFast Auto as of Q2 2026.

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