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 | |
|---|---|---|---|---|---|---|
3876
PUT
Lamar Advertising Co
LAMR
$15.3B
| $7.44M | ﹤0.01% |
47,700
+41,300
| +645% | +$5.97M |
|
3877
Shell
SHEL
$250B
| $7.44M | ﹤0.01% |
95,927
-11,981
| -11% | -$1.03M |
|
3878
CALL
Stride
LRN
$3.55B
| $7.43M | ﹤0.01% |
86,200
-151,100
| -64% | -$13.9M |
|
3879
Dynatrace
DT
$15.4B
| $7.43M | ﹤0.01% |
169,246
-131,131
| -44% | -$5.11M |
|
3880
JPMorgan Global Select Equity ETF
JGLO
$6.72B
| $7.43M | ﹤0.01% |
104,319
+75,969
| +268% | +$5.31M |
|
3881
PUT
Twist Bioscience
TWST
$9.6B
| $7.43M | ﹤0.01% |
72,200
+30,100
| +71% | +$1.96M |
|
3882
Huntsman Corp
HUN
$1.69B
| $7.43M | ﹤0.01% |
699,252
-142,409
| -17% | -$1.96M |
|
3883
Under Armour
UAA
$2.18B
| $7.42M | ﹤0.01% |
1,161,925
-1,389,898
| -54% | -$8.24M |
|
3884
CALL
James Hardie Industries
JHX
$17.3B
| $7.42M | ﹤0.01% |
283,300
-285,600
| -50% | -$6.28M |
|
3885
Intuitive Machines
LUNR
$2.6B
| $7.41M | ﹤0.01% |
346,406
+229,513
| +196% | +$6.44M |
|
|
SOLT
3886
CALL
2x Solana ETF
SOLT
$242M
| $7.41M | ﹤0.01% |
229,600
+116,300
| +103% | +$4.9M |
|
3887
Otis Worldwide
OTIS
$27.2B
| $7.41M | ﹤0.01% |
103,467
-218,109
| -68% | -$16.3M |
|
3888
Harmonic Inc
HLIT
$1.34B
| $7.4M | ﹤0.01% |
453,450
+366,035
| +419% | +$4.67M |
|
3889
PUT
PENN Entertainment
PENN
$2.33B
| $7.38M | ﹤0.01% |
345,600
+34,600
| +11% | +$620K |
|
|
3890
Stride
LRN
$3.55B
| $7.38M | ﹤0.01% |
85,575
-157,748
| -65% | -$14.5M |
|
3891
PUT
AerCap
AER
$23.3B
| $7.38M | ﹤0.01% |
50,600
+13,700
| +37% | +$1.95M |
|
3892
PagSeguro Digital
PAGS
$2.46B
| $7.38M | ﹤0.01% |
814,982
+603,359
| +285% | +$5.83M |
|
3893
PUT
Healthpeak Properties
DOC
$14.6B
| $7.37M | ﹤0.01% |
344,600
+53,100
| +18% | +$991K |
|
3894
CALL
USA Compression Partners
USAC
$3.88B
| $7.37M | ﹤0.01% |
279,400
+80,200
| +40% | +$2.21M |
|
3895
CALL
iShares MSCI France ETF
EWQ
$332M
| $7.37M | ﹤0.01% |
162,300
-270,500
| -63% | -$12.3M |
|
3896
CALL
Zimmer Biomet
ZBH
$19B
| $7.37M | ﹤0.01% |
85,600
-4,100
| -5% | -$360K |
|
3897
Paychex
PAYX
$45B
| $7.37M | ﹤0.01% |
74,918
-229,218
| -75% | -$21.7M |
|
3898
CALL
Snap-on
SNA
$20.5B
| $7.36M | ﹤0.01% |
18,300
-87,400
| -83% | -$33M |
|
|
TIC
3899
PUT
TIC Solutions Inc
TIC
$2.14B
| $7.36M | ﹤0.01% |
+909,900
| New | +$7.68M |
|
|
SA
3900
PUT
Seabridge Gold
SA
$3.67B
| $7.36M | ﹤0.01% |
285,900
-98,400
| -26% | -$2.96M |
|
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.