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 | |
|---|---|---|---|---|---|---|
4101
PUT
StoneCo
STNE
$2.2B
| $6.6M | ﹤0.01% |
608,600
-56,000
| -8% | -$664K |
|
4102
Enterprise Financial Services Corp
EFSC
$2.3B
| $6.6M | ﹤0.01% |
100,109
-13,559
| -12% | -$815K |
|
4103
CALL
Cirrus Logic
CRUS
$5.56B
| $6.59M | ﹤0.01% |
44,400
-43,700
| -50% | -$7.15M |
|
|
SEM
4104
DELISTED
Select Medical
SEM
| $6.59M | ﹤0.01% |
399,224
+356,024
| +824% | +$5.87M |
|
4105
Camden Property Trust
CPT
$12.2B
| $6.59M | ﹤0.01% |
57,535
+944
| +2% | +$101K |
|
|
AMUU
4106
Direxion Daily AMD Bull 2X ETF
AMUU
$66.1M
| $6.59M | ﹤0.01% |
22,758
-2,026
| -8% | -$336K |
|
4107
PUT
Immersion
IMMR
$259M
| $6.58M | ﹤0.01% |
971,600
+239,900
| +33% | +$1.51M |
|
4108
iShares MSCI Kokusai Fund
TOK
$257M
| $6.58M | ﹤0.01% |
43,905
+9,756
| +29% | +$1.43M |
|
4109
CALL
Impinj
PI
$5.14B
| $6.57M | ﹤0.01% |
45,900
-8,600
| -16% | -$1.12M |
|
4110
Clear Channel Outdoor Holdings
CCO
$1.22B
| $6.57M | ﹤0.01% |
2,715,676
-2,803,492
| -51% | -$6.71M |
|
4111
Structure Therapeutics
GPCR
$3.51B
| $6.57M | ﹤0.01% |
122,344
+66,502
| +119% | +$2.94M |
|
|
CMBT
4112
CALL
CMB.TECH NV
CMBT
$5.3B
| $6.57M | ﹤0.01% |
469,300
+113,500
| +32% | +$1.64M |
|
4113
CALL
Herc Holdings
HRI
$5.2B
| $6.56M | ﹤0.01% |
45,800
+1,700
| +4% | +$219K |
|
4114
ECARX Holdings
ECX
$421M
| $6.56M | ﹤0.01% |
5,087,590
+17,754
| +0.4% | +$20.2K |
|
4115
Starwood Property Trust
STWD
$5.9B
| $6.56M | ﹤0.01% |
400,582
+315,092
| +369% | +$5.48M |
|
4116
PUT
PagSeguro Digital
PAGS
$2.46B
| $6.56M | ﹤0.01% |
724,800
+336,500
| +87% | +$3.25M |
|
|
BLLN
4117
BillionToOne Inc
BLLN
$4.49B
| $6.55M | ﹤0.01% |
54,598
+42,112
| +337% | +$3.85M |
|
4118
Franklin FTSE South Korea ETF
FLKR
$1.62B
| $6.55M | ﹤0.01% |
+99,124
| New | +$5.67M |
|
4119
CALL
Alerian MLP ETF
AMLP
$13.4B
| $6.55M | ﹤0.01% |
126,300
-27,400
| -18% | -$1.44M |
|
4120
Warrior Met Coal
HCC
$5.72B
| $6.55M | ﹤0.01% |
80,686
+59,191
| +275% | +$5.35M |
|
4121
PUT
iShares MSCI South Africa ETF
EZA
$594M
| $6.55M | ﹤0.01% |
103,600
+8,500
| +9% | +$582K |
|
4122
CALL
Broadridge
BR
$20.9B
| $6.55M | ﹤0.01% |
47,800
+23,000
| +93% | +$3.47M |
|
4123
PUT
Federal Realty Investment Trust
FRT
$10.2B
| $6.54M | ﹤0.01% |
53,000
+18,900
| +55% | +$2.2M |
|
4124
Lincoln Educational Services
LINC
$805M
| $6.54M | ﹤0.01% |
131,078
+99,533
| +316% | +$4.51M |
|
4125
Arrow Electronics
ARW
$10.6B
| $6.54M | ﹤0.01% |
+30,640
| New | +$6.12M |
|
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.