Jeff Yass Susquehanna International Group
Jeff Yass is a co-founder of Susquehanna International Group (SIG), a major global trading and market-making firm. SIG is known for options expertise, quantitative trading, and a training culture grounded in probabilistic decision-making. Yass’s firm is influential across derivatives markets even though it is less of a traditional long-only stock-picking franchise.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$646M |
| 2 |
Tesla
TSLA
|
+$572M |
| 3 |
Broadcom
AVGO
|
+$521M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$478M |
| 5 |
lululemon athletica
LULU
|
+$400M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.14B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$861M |
| 3 |
Palantir
PLTR
|
+$730M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$576M |
| 5 |
NVIDIA
NVDA
|
+$443M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.35% |
| 2 | Technology | 1.74% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Financials | 0.71% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Insulet
PODD
$9.95B
| $13.5M | ﹤0.01% |
43,863
+19,242
| +78% | +$6.03M |
|
2627
Denison Mines
DNN
$3.32B
| $13.5M | ﹤0.01% |
4,922,239
-388,154
| -7% | -$859K |
|
2628
PUT
Sibanye-Stillwater
SBSW
$8.68B
| $13.5M | ﹤0.01% |
1,204,200
+153,200
| +15% | +$1.34M |
|
2629
CALL
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$229M
| $13.5M | ﹤0.01% |
305,900
-168,100
| -35% | -$5.06M |
|
|
PRMB
2630
Primo Brands
PRMB
$8.12B
| $13.5M | ﹤0.01% |
611,889
-221,928
| -27% | -$5.74M |
|
2631
PUT
Ionis Pharmaceuticals
IONS
$10.4B
| $13.5M | ﹤0.01% |
206,700
+109,400
| +112% | +$5.34M |
|
2632
CALL
Remitly
RELY
$5.5B
| $13.5M | ﹤0.01% |
829,500
+413,000
| +99% | +$7.41M |
|
2633
ZIM Integrated Shipping Services
ZIM
$3.36B
| $13.5M | ﹤0.01% |
997,217
+677,002
| +211% | +$10.3M |
|
2634
CALL
Hubbell
HUBB
$24.8B
| $13.5M | ﹤0.01% |
31,400
+5,400
| +21% | +$2.32M |
|
2635
ADT
ADT
$5.45B
| $13.5M | ﹤0.01% |
1,551,020
+1,132,935
| +271% | +$9.72M |
|
2636
PUT
HF Sinclair
DINO
$17.2B
| $13.5M | ﹤0.01% |
258,100
+50,300
| +24% | +$2.38M |
|
2637
CALL
Applied Industrial Technologies
AIT
$12.4B
| $13.5M | ﹤0.01% |
51,700
+16,700
| +48% | +$4.38M |
|
2638
CALL
PTC Therapeutics
PTCT
$5.99B
| $13.5M | ﹤0.01% |
219,700
+77,000
| +54% | +$4.01M |
|
2639
PUT
Vanguard High Dividend Yield ETF
VYM
$82.9B
| $13.5M | ﹤0.01% |
95,600
+14,600
| +18% | +$2.01M |
|
2640
Ameriprise Financial
AMP
$49.1B
| $13.5M | ﹤0.01% |
27,408
+14,887
| +119% | +$7.63M |
|
2641
PUT
Asana
ASAN
$2.34B
| $13.4M | ﹤0.01% |
1,005,200
+241,600
| +32% | +$3.41M |
|
2642
PUT
TC Energy
TRP
$64.6B
| $13.4M | ﹤0.01% |
246,800
+59,900
| +32% | +$3.01M |
|
|
LBRDK
2643
DELISTED
Liberty Broadband Class C
LBRDK
| $13.4M | ﹤0.01% |
211,258
-62,543
| -23% | -$4.37M |
|
2644
CALL
Box
BOX
$4.77B
| $13.4M | ﹤0.01% |
415,800
+57,000
| +16% | +$1.85M |
|
2645
GeneDx Holdings
WGS
$2.66B
| $13.4M | ﹤0.01% |
124,538
+99,632
| +400% | +$10.9M |
|
2646
CALL
JetBlue
JBLU
$1.85B
| $13.4M | ﹤0.01% |
2,724,700
+900,700
| +49% | +$4.33M |
|
2647
CALL
EPAM Systems
EPAM
$5.82B
| $13.4M | ﹤0.01% |
88,900
+4,900
| +6% | +$804K |
|
2648
PUT
NEOS Nasdaq 100 High Income ETF
QQQI
$14.3B
| $13.4M | ﹤0.01% |
+247,300
| New | +$13.1M |
|
2649
Primoris Services
PRIM
$4.15B
| $13.4M | ﹤0.01% |
97,551
-71,827
| -42% | -$7.71M |
|
2650
NVR
NVR
$17B
| $13.4M | ﹤0.01% |
1,667
+460
| +38% | +$3.66M |
|
Similar funds
Jeff Yass's Q3 2025 Portfolio in Review
As of Q3 2025, Jeff Yass held 14,336 positions worth $875B, up 22% from $720B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Jeff Yass's Q3 2025 filing shows 1,794 new, 5,240 increased, 5,148 reduced and 2,105 closed positions. Its largest new stake was BitMine Immersion Technologies: 7,689,603 shares worth $399M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1.14B.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jeff Yass's largest Q3 2025 buy was BitMine Immersion Technologies: 7,689,603 shares worth $399M.
- Jeff Yass added most to Meta Platforms (Facebook) in Q3 2025, an estimated $646M increase.
- Jeff Yass's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.14B.
- Jeff Yass fully exited iShares Core MSCI Total International Stock ETF in Q3 2025, selling an estimated $123M.
- Jeff Yass's ten largest holdings make up 24% of its $875B portfolio in Q3 2025.
- Jeff Yass opened 1,794 new positions and closed 2,105 in Q3 2025.
- Jeff Yass's portfolio value rose 22% quarter-over-quarter to $875B.
Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.