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 | |
|---|---|---|---|---|---|---|
3176
PUT
PBF Energy
PBF
$8.27B
| $11.4M | ﹤0.01% |
251,500
-31,700
| -11% | -$1.32M |
|
3177
PUT
Republic Services
RSG
$68B
| $11.4M | ﹤0.01% |
53,700
+400
| +0.8% | +$83.6K |
|
3178
CALL
Vanguard Morningstar Value ETF
VTV
$194B
| $11.4M | ﹤0.01% |
52,500
+14,700
| +39% | +$3.07M |
|
3179
CALL
Outfront Media
OUT
$5.39B
| $11.4M | ﹤0.01% |
+349,200
| New | +$10.8M |
|
3180
CALL
Xenon Pharmaceuticals
XENE
$6.18B
| $11.4M | ﹤0.01% |
189,500
-277,500
| -59% | -$15.4M |
|
3181
CALL
Satellogic
SATL
$789M
| $11.4M | ﹤0.01% |
1,999,500
+410,200
| +26% | +$3M |
|
3182
PUT
Darling Ingredients
DAR
$9.86B
| $11.4M | ﹤0.01% |
209,100
+29,000
| +16% | +$1.73M |
|
3183
CALL
Ichor Holdings
ICHR
$2.16B
| $11.4M | ﹤0.01% |
101,700
+10,200
| +11% | +$736K |
|
3184
DuPont de Nemours
DD
$18.6B
| $11.4M | ﹤0.01% |
84,179
+48,223
| +134% | +$6.85M |
|
3185
TotalEnergies
TTE
$193B
| $11.4M | ﹤0.01% |
146,821
+41,131
| +39% | +$3.64M |
|
3186
SharkNinja
SN
$26.6B
| $11.4M | ﹤0.01% |
74,843
-423,693
| -85% | -$50.7M |
|
3187
CALL
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $11.4M | ﹤0.01% |
159,900
-173,900
| -52% | -$12.1M |
|
3188
Quantum Computing Inc
QUBT
$1.89B
| $11.4M | ﹤0.01% |
1,172,886
+485,063
| +71% | +$4.72M |
|
3189
CALL
Church & Dwight Co
CHD
$24.4B
| $11.4M | ﹤0.01% |
117,200
+4,100
| +4% | +$392K |
|
3190
Aptiv
APTV
$9.61B
| $11.3M | ﹤0.01% |
184,913
+155,830
| +536% | +$9.53M |
|
3191
PUT
Invitation Homes
INVH
$17.8B
| $11.3M | ﹤0.01% |
375,400
-88,200
| -19% | -$2.49M |
|
3192
PUT
Markel Group
MKL
$22.5B
| $11.3M | ﹤0.01% |
5,800
+2,000
| +53% | +$3.73M |
|
3193
PUT
Grab
GRAB
$14.9B
| $11.3M | ﹤0.01% |
3,004,500
-817,100
| -21% | -$2.98M |
|
|
EH
3194
EHang Holdings
EH
$369M
| $11.3M | ﹤0.01% |
1,729,084
-562,615
| -25% | -$5.25M |
|
3195
CALL
Helmerich & Payne
HP
$4.14B
| $11.3M | ﹤0.01% |
345,800
-70,700
| -17% | -$2.65M |
|
3196
CALL
Guidewire Software
GWRE
$15.9B
| $11.3M | ﹤0.01% |
92,000
-4,600
| -5% | -$613K |
|
3197
PUT
Weyerhaeuser
WY
$17.4B
| $11.3M | ﹤0.01% |
472,500
+113,100
| +31% | +$2.75M |
|
|
RNA
3198
PUT
Atrium Therapeutics
RNA
$237M
| $11.3M | ﹤0.01% |
840,600
-178,200
| -17% | -$2.33M |
|
3199
CALL
Howard Hughes
HHH
$3.92B
| $11.3M | ﹤0.01% |
158,100
+47,000
| +42% | +$3.06M |
|
3200
PUT
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
| $11.3M | ﹤0.01% |
100,000
+73,500
| +277% | +$8.05M |
|
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.