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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.87B |
| 2 |
NVIDIA
NVDA
|
+$2.46B |
| 3 |
Microsoft
MSFT
|
+$1.32B |
| 4 |
Amazon
AMZN
|
+$1.13B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.12B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.78B |
| 2 |
SNDK
Sandisk
SNDK
|
+$949M |
| 3 |
Advanced Micro Devices
AMD
|
+$926M |
| 4 |
Micron Technology
MU
|
+$585M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$509M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.93% |
| 2 | Communication Services | 0.62% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Industrials | 0.48% |
| 5 | Healthcare | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2826
PUT
Extra Space Storage
EXR
$30.4B
| $14.8M | ﹤0.01% |
101,600
+66,200
| +187% | +$9.46M |
|
2827
PUT
Brookfield
BN
$93B
| $14.7M | ﹤0.01% |
346,100
+76,650
| +28% | +$3.43M |
|
2828
CALL
FuboTV Inc
FUBO
$311M
| $14.7M | ﹤0.01% |
1,601,500
+1,045,400
| +188% | +$11.1M |
|
2829
PUT
Tilray
TLRY
$638M
| $14.7M | ﹤0.01% |
3,279,300
-505,500
| -13% | -$2.89M |
|
2830
PUT
ImmunityBio
IBRX
$8.74B
| $14.7M | ﹤0.01% |
1,678,100
-155,300
| -8% | -$1.18M |
|
2831
CALL
GDS Holdings
GDS
$6.52B
| $14.7M | ﹤0.01% |
489,000
-201,400
| -29% | -$7.77M |
|
2832
PUT
Ameriprise Financial
AMP
$49.5B
| $14.7M | ﹤0.01% |
32,000
-22,000
| -41% | -$10.1M |
|
2833
Canadian Natural Resources
CNQ
$102B
| $14.7M | ﹤0.01% |
371,512
+363,498
| +4,536% | +$16.5M |
|
|
HPP
2834
Hudson Pacific Properties
HPP
$776M
| $14.7M | ﹤0.01% |
964,812
+817,688
| +556% | +$8.97M |
|
2835
CALL
Loews
L
$22.7B
| $14.6M | ﹤0.01% |
129,400
+111,200
| +611% | +$12.1M |
|
2836
Innodata
INOD
$1.92B
| $14.6M | ﹤0.01% |
193,805
-41,306
| -18% | -$3.03M |
|
2837
CALL
Infosys
INFY
$47.3B
| $14.6M | ﹤0.01% |
1,395,700
+905,900
| +185% | +$11.3M |
|
2838
CALL
SBA Communications
SBAC
$19.7B
| $14.6M | ﹤0.01% |
82,900
+31,400
| +61% | +$6.47M |
|
2839
CALL
Lindsay Corp
LNN
$1.16B
| $14.6M | ﹤0.01% |
+118,100
| New | +$13.2M |
|
2840
CALL
American Eagle Outfitters
AEO
$2.95B
| $14.6M | ﹤0.01% |
849,200
+163,800
| +24% | +$2.84M |
|
2841
PUT
Illinois Tool Works
ITW
$81.3B
| $14.6M | ﹤0.01% |
54,000
-50,000
| -48% | -$13M |
|
2842
SL Green Realty
SLG
$4.16B
| $14.6M | ﹤0.01% |
282,088
-372,653
| -57% | -$16.6M |
|
2843
MKS Inc
MKSI
$18.4B
| $14.6M | ﹤0.01% |
32,824
-3,759
| -10% | -$1.18M |
|
2844
Alcoa
AA
$13.1B
| $14.6M | ﹤0.01% |
280,006
+237,326
| +556% | +$15.9M |
|
|
ASTX
2845
PUT
Tradr 2X Long ASTS Daily ETF
ASTX
$250M
| $14.6M | ﹤0.01% |
528,000
+385,300
| +270% | +$13.5M |
|
2846
PUT
International Flavors & Fragrances
IFF
$22.2B
| $14.6M | ﹤0.01% |
184,000
-38,100
| -17% | -$2.84M |
|
2847
CALL
Cedar Fair
FUN
$1.65B
| $14.6M | ﹤0.01% |
683,800
+62,000
| +10% | +$1.27M |
|
2848
CALL
BioNTech
BNTX
$28.3B
| $14.5M | ﹤0.01% |
156,300
-40,500
| -21% | -$3.81M |
|
2849
PUT
Fluence Energy
FLNC
$1.59B
| $14.5M | ﹤0.01% |
730,600
-208,400
| -22% | -$3.88M |
|
2850
CALL
Albertsons Companies
ACI
$6.02B
| $14.5M | ﹤0.01% |
1,071,100
+447,700
| +72% | +$7.17M |
|
Similar funds
Jeff Yass's Q2 2026 Portfolio in Review
As of Q2 2026, Jeff Yass held 15,023 positions worth $1.28T, up 44% from $893B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Jeff Yass deployed $142B of net new capital in Q2 2026, opening 1,956 new positions and adding to 5,793 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $1.78B trimmed.
- Jeff Yass's largest Q2 2026 buy was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M.
- Jeff Yass added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $2.87B increase.
- Jeff Yass's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $1.78B.
- Jeff Yass fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2026, selling an estimated $142M.
- Jeff Yass's ten largest holdings make up 27% of its $1.28T portfolio in Q2 2026.
- Jeff Yass opened 1,956 new positions and closed 1,748 in Q2 2026.
- Jeff Yass's portfolio value rose 44% quarter-over-quarter to $1.28T.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.