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 | |
|---|---|---|---|---|---|---|
|
KYIV
3326
CALL
Kyivstar Group
KYIV
$3.14B
| $10.5M | ﹤0.01% |
651,800
-356,300
| -35% | -$4.65M |
|
3327
Toll Brothers
TOL
$13.7B
| $10.5M | ﹤0.01% |
63,944
+19,502
| +44% | +$2.77M |
|
3328
Mattel
MAT
$4.35B
| $10.5M | ﹤0.01% |
758,776
+487,571
| +180% | +$7.13M |
|
|
MSTZ
3329
CALL
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$65.4M
| $10.5M | ﹤0.01% |
678,100
+186,500
| +38% | +$1.57M |
|
3330
CALL
Ingersoll Rand
IR
$31B
| $10.5M | ﹤0.01% |
128,400
-61,100
| -32% | -$4.73M |
|
3331
Sable Offshore Corp
SOC
$888M
| $10.5M | ﹤0.01% |
3,417,408
+1,211,198
| +55% | +$15.4M |
|
3332
MPLX
MPLX
$60.1B
| $10.5M | ﹤0.01% |
186,814
+142,107
| +318% | +$7.93M |
|
3333
CALL
Crown Holdings
CCK
$13B
| $10.5M | ﹤0.01% |
94,100
-47,700
| -34% | -$4.82M |
|
3334
PUT
Manchester United
MANU
$4.05B
| $10.5M | ﹤0.01% |
458,700
-134,400
| -23% | -$2.66M |
|
3335
Match Group
MTCH
$9.66B
| $10.5M | ﹤0.01% |
276,318
+3,419
| +1% | +$121K |
|
3336
PUT
abrdn Physical Silver Shares ETF
SIVR
$4.61B
| $10.5M | ﹤0.01% |
187,000
-149,000
| -44% | -$10.4M |
|
3337
CALL
Mitsubishi UFJ Financial
MUFG
$253B
| $10.5M | ﹤0.01% |
528,500
+474,500
| +879% | +$8.94M |
|
3338
CALL
Global E Online
GLBE
$6.57B
| $10.5M | ﹤0.01% |
302,500
-260,600
| -46% | -$8.24M |
|
3339
GitLab
GTLB
$6.98B
| $10.5M | ﹤0.01% |
344,062
-2,026
| -0.6% | -$51.4K |
|
3340
Trump Media & Technology Group
DJT
$2.64B
| $10.5M | ﹤0.01% |
1,356,475
+406,684
| +43% | +$3.58M |
|
|
UCTT
3341
PUT
Ultra Clean Holdings
UCTT
$3.31B
| $10.5M | ﹤0.01% |
73,600
+10,600
| +17% | +$933K |
|
3342
TMC The Metals Company
TMC
$2.21B
| $10.5M | ﹤0.01% |
2,368,461
+385,315
| +19% | +$2.01M |
|
3343
CALL
Remitly
RELY
$5.45B
| $10.5M | ﹤0.01% |
467,900
-108,000
| -19% | -$2.21M |
|
3344
Waters Corp
WAT
$40.7B
| $10.5M | ﹤0.01% |
27,955
+8,264
| +42% | +$2.82M |
|
|
PPL
3345
PPL Corp
PPL
$26.4B
| $10.5M | ﹤0.01% |
288,283
+195,195
| +210% | +$7.21M |
|
|
3346
PUT
Match Group
MTCH
$9.66B
| $10.5M | ﹤0.01% |
275,400
-9,900
| -3% | -$351K |
|
3347
CALL
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
| $10.5M | ﹤0.01% |
63,700
+28,700
| +82% | +$4.56M |
|
3348
Genuine Parts
GPC
$19.2B
| $10.4M | ﹤0.01% |
88,560
+67,351
| +318% | +$7.03M |
|
3349
PUT
Li Auto
LI
$11.9B
| $10.4M | ﹤0.01% |
889,400
-1,441,900
| -62% | -$23.6M |
|
3350
CDW
CDW
$17.7B
| $10.4M | ﹤0.01% |
74,206
+42,169
| +132% | +$5.3M |
|
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's Q2 2026 filing shows 1,956 new, 5,793 increased, 5,445 reduced and 1,748 closed positions. Its largest new stake was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M. The largest sale was Invesco QQQ Trust, an estimated $1.78B.
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.
- 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.