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 | |
|---|---|---|---|---|---|---|
3126
Illumina
ILMN
$34B
| $11.8M | ﹤0.01% |
67,131
+61,304
| +1,052% | +$8.98M |
|
3127
Fastly Inc
FSLY
$3.71B
| $11.8M | ﹤0.01% |
642,323
+554,253
| +629% | +$12M |
|
3128
BioNTech
BNTX
$28.3B
| $11.8M | ﹤0.01% |
126,616
-66,845
| -35% | -$6.29M |
|
3129
Fidelity High Dividend ETF
FDVV
$10.4B
| $11.8M | ﹤0.01% |
195,411
-685,665
| -78% | -$40.8M |
|
3130
CALL
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.3B
| $11.8M | ﹤0.01% |
32,200
-6,200
| -16% | -$2.11M |
|
3131
PUT
Service Corp International
SCI
$11.6B
| $11.8M | ﹤0.01% |
155,000
+73,700
| +91% | +$5.76M |
|
|
ETOR
3132
PUT
eToro Group
ETOR
$2.43B
| $11.8M | ﹤0.01% |
298,200
-68,500
| -19% | -$2.58M |
|
3133
CALL
Diageo
DEO
$52.1B
| $11.8M | ﹤0.01% |
146,400
-94,100
| -39% | -$7.6M |
|
3134
CALL
Scotiabank
BNS
$114B
| $11.8M | ﹤0.01% |
135,500
-49,700
| -27% | -$3.91M |
|
3135
CALL
Republic Services
RSG
$68B
| $11.8M | ﹤0.01% |
55,200
-56,100
| -50% | -$11.7M |
|
3136
PUT
Planet Fitness
PLNT
$4.03B
| $11.8M | ﹤0.01% |
225,300
+136,800
| +155% | +$8.03M |
|
3137
State Street SPDR S&P Telecom ETF
XTL
$534M
| $11.7M | ﹤0.01% |
51,611
+34,813
| +207% | +$7.74M |
|
3138
CALL
AmpliTech
AMPG
$107M
| $11.7M | ﹤0.01% |
1,683,000
+1,055,200
| +168% | +$4.42M |
|
3139
PUT
Teladoc Health
TDOC
$1.15B
| $11.7M | ﹤0.01% |
1,380,900
-441,700
| -24% | -$2.94M |
|
3140
Ecolab
ECL
$81.5B
| $11.7M | ﹤0.01% |
42,028
-13,335
| -24% | -$3.51M |
|
|
PVLA
3141
PUT
Palvella Therapeutics
PVLA
$2.22B
| $11.7M | ﹤0.01% |
76,600
+44,100
| +136% | +$5.35M |
|
3142
CALL
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
| $11.7M | ﹤0.01% |
345,900
+189,900
| +122% | +$6.29M |
|
3143
CALL
iShares MSCI Chile ETF
ECH
$1.06B
| $11.7M | ﹤0.01% |
294,800
-234,800
| -44% | -$9.65M |
|
3144
CALL
Americold
COLD
$4.36B
| $11.7M | ﹤0.01% |
744,300
+253,000
| +51% | +$3.47M |
|
3145
PUT
iShares Russell 1000 Growth ETF
IWF
$125B
| $11.7M | ﹤0.01% |
94,200
-38,600
| -29% | -$4.65M |
|
3146
PUT
Archer Aviation
ACHR
$4.54B
| $11.7M | ﹤0.01% |
2,471,200
-2,299,300
| -48% | -$13.4M |
|
|
VNET
3147
CALL
VNET Group
VNET
$1.88B
| $11.7M | ﹤0.01% |
1,453,700
+1,016,200
| +232% | +$9.23M |
|
3148
CALL
2x Long VIX Futures ETF
UVIX
$218M
| $11.7M | ﹤0.01% |
188,940
+11,955
| +7% | +$1.19M |
|
|
MVLL
3149
PUT
GraniteShares 2x Long MRVL Daily ETF
MVLL
$396M
| $11.7M | ﹤0.01% |
+203,400
| New | +$6.7M |
|
3150
CALL
Nasdaq
NDAQ
$55.6B
| $11.7M | ﹤0.01% |
148,100
-129,100
| -47% | -$11.3M |
|
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.