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 | Miscellaneous | 93.8% |
| 2 | Technology | 2.93% |
| 3 | Communication Services | 0.62% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Industrials | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGI
3551
PUT
Somnigroup International
SGI
$13.1B
| $9.09M | ﹤0.01% |
115,900
+105,100
| +973% | +$7.7M |
|
3552
CALL
DTE Energy
DTE
$28.4B
| $9.08M | ﹤0.01% |
59,600
-18,200
| -23% | -$2.66M |
|
|
VELO
3553
CALL
Velo3D Inc
VELO
$407M
| $9.07M | ﹤0.01% |
516,800
+400,100
| +343% | +$6.93M |
|
|
ALM
3554
CALL
Almonty Industries
ALM
$5.31B
| $9.06M | ﹤0.01% |
547,200
+324,500
| +146% | +$6.19M |
|
3555
Stellantis
STLA
$20.1B
| $9.05M | ﹤0.01% |
1,577,178
-25,488
| -2% | -$189K |
|
3556
PUT
Middleby
MIDD
$5.18B
| $9.05M | ﹤0.01% |
52,600
+39,100
| +290% | +$5.89M |
|
3557
PUT
Root
ROOT
$889M
| $9.04M | ﹤0.01% |
161,600
+47,200
| +41% | +$2.52M |
|
|
ORLA
3558
CALL
DELISTED
Orla Mining
ORLA
| $9.03M | ﹤0.01% |
922,200
-1,712,500
| -65% | -$22.8M |
|
3559
CALL
H&R Block
HRB
$6.51B
| $9.02M | ﹤0.01% |
237,000
+192,900
| +437% | +$6.72M |
|
3560
Emerson Electric
EMR
$88.4B
| $9.02M | ﹤0.01% |
63,040
+21,473
| +52% | +$3.02M |
|
3561
Benchmark Electronics
BHE
$2.64B
| $9.02M | ﹤0.01% |
91,449
+20,370
| +29% | +$1.62M |
|
3562
FMC
FMC
$1.37B
| $9.02M | ﹤0.01% |
784,559
+62,238
| +9% | +$868K |
|
|
BULL
3563
PUT
Webull Corp
BULL
$4.91B
| $9.02M | ﹤0.01% |
1,383,700
-468,800
| -25% | -$3.03M |
|
3564
PUT
Synchrony
SYF
$26.2B
| $9.02M | ﹤0.01% |
118,600
-103,000
| -46% | -$7.57M |
|
3565
AstraZeneca
AZN
$256B
| $9.01M | ﹤0.01% |
47,532
-89,009
| -65% | -$16.7M |
|
3566
CALL
MYR Group
MYRG
$4.8B
| $9.01M | ﹤0.01% |
18,000
+6,600
| +58% | +$2.71M |
|
3567
CALL
Twist Bioscience
TWST
$9.64B
| $8.99M | ﹤0.01% |
87,400
-7,900
| -8% | -$514K |
|
3568
PUT
Sweetgreen
SG
$799M
| $8.99M | ﹤0.01% |
1,020,100
-232,100
| -19% | -$1.77M |
|
3569
CALL
Allegiant Air
ALGT
$2.24B
| $8.98M | ﹤0.01% |
76,400
+25,300
| +50% | +$2.19M |
|
|
VNET
3570
PUT
VNET Group
VNET
$1.89B
| $8.98M | ﹤0.01% |
1,117,000
+630,600
| +130% | +$5.73M |
|
3571
PUT
Barclays
BCS
$89.9B
| $8.97M | ﹤0.01% |
333,900
-180,200
| -35% | -$4.35M |
|
3572
PUT
Helen of Troy
HELE
$680M
| $8.97M | ﹤0.01% |
308,500
+44,800
| +17% | +$1.06M |
|
3573
CALL
Life Time Group Holdings
LTH
$10B
| $8.96M | ﹤0.01% |
219,500
+175,000
| +393% | +$5.55M |
|
3574
CALL
State Street SPDR S&P Insurance ETF
KIE
$706M
| $8.95M | ﹤0.01% |
146,700
+1,400
| +1% | +$80.2K |
|
3575
PDF Solutions
PDFS
$1.93B
| $8.95M | ﹤0.01% |
126,387
+87,635
| +226% | +$4.34M |
|
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 Miscellaneous at 94% of assets, down from 94% a quarter earlier, followed by Technology and Communication Services.
- 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.