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 | |
|---|---|---|---|---|---|---|
2851
PUT
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
| $14.5M | ﹤0.01% |
283,800
+121,000
| +74% | +$7.56M |
|
2852
Centuri Holdings
CTRI
$2.14B
| $14.5M | ﹤0.01% |
478,935
+81,136
| +20% | +$2.62M |
|
2853
Dollar Tree
DLTR
$25.4B
| $14.5M | ﹤0.01% |
119,589
-76,737
| -39% | -$7.98M |
|
2854
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$721M
| $14.5M | ﹤0.01% |
49,478
-17,572
| -26% | -$3.36M |
|
2855
Star Bulk Carriers
SBLK
$3.3B
| $14.4M | ﹤0.01% |
578,594
+294,027
| +103% | +$7.6M |
|
2856
Progress Software
PRGS
$1.79B
| $14.4M | ﹤0.01% |
429,699
-66,120
| -13% | -$1.96M |
|
2857
Antero Resources
AR
$11.8B
| $14.4M | ﹤0.01% |
410,611
+15,659
| +4% | +$577K |
|
|
JBTM
2858
CALL
JBT Marel
JBTM
$6.22B
| $14.4M | ﹤0.01% |
99,500
-2,100
| -2% | -$272K |
|
2859
Texas Pacific Land
TPL
$25.5B
| $14.4M | ﹤0.01% |
32,953
-36,034
| -52% | -$14.6M |
|
2860
CALL
Public Storage
PSA
$59.3B
| $14.4M | ﹤0.01% |
45,300
-5,600
| -11% | -$1.71M |
|
2861
PUT
Boston Properties
BXP
$11.2B
| $14.4M | ﹤0.01% |
217,200
-153,400
| -41% | -$9.18M |
|
2862
WisdomTree India Earnings Fund ETF
EPI
$2.04B
| $14.4M | ﹤0.01% |
335,594
+150,142
| +81% | +$6.4M |
|
2863
CALL
Regions Financial
RF
$26.2B
| $14.3M | ﹤0.01% |
474,900
-21,500
| -4% | -$603K |
|
2864
PUT
Amplify Junior Silver Miners ETF
SILJ
$4.28B
| $14.3M | ﹤0.01% |
551,300
-364,800
| -40% | -$10.8M |
|
2865
PUT
PPG Industries
PPG
$25.4B
| $14.3M | ﹤0.01% |
117,800
-67,100
| -36% | -$7.47M |
|
2866
PUT
Sysco
SYY
$39.9B
| $14.3M | ﹤0.01% |
170,900
-82,100
| -32% | -$6.22M |
|
2867
CALL
Acadia Healthcare
ACHC
$2.85B
| $14.3M | ﹤0.01% |
483,200
+79,200
| +20% | +$2.03M |
|
2868
Wingstop
WING
$3.06B
| $14.3M | ﹤0.01% |
82,252
-53,600
| -39% | -$8.45M |
|
2869
CALL
Green Plains
GPRE
$1.04B
| $14.3M | ﹤0.01% |
927,100
-58,100
| -6% | -$923K |
|
2870
PUT
Tenaris
TS
$27.2B
| $14.2M | ﹤0.01% |
255,800
+203,000
| +384% | +$12.3M |
|
2871
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
| $14.2M | ﹤0.01% |
348,442
+239,942
| +221% | +$9.43M |
|
2872
CALL
Danaos Corp
DAC
$2.69B
| $14.1M | ﹤0.01% |
115,500
+42,900
| +59% | +$5.36M |
|
2873
iShares US Real Estate ETF
IYR
$4.64B
| $14.1M | ﹤0.01% |
138,224
+67,225
| +95% | +$6.82M |
|
2874
PUT
Petrobras Class A
PBR.A
$103B
| $14.1M | ﹤0.01% |
963,000
+225,700
| +31% | +$3.98M |
|
2875
PUT
Booz Allen Hamilton
BAH
$8.93B
| $14.1M | ﹤0.01% |
232,100
-119,400
| -34% | -$9.12M |
|
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.