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 |
Meta Platforms (Facebook)
META
|
+$646M |
| 2 |
Tesla
TSLA
|
+$572M |
| 3 |
Broadcom
AVGO
|
+$521M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$478M |
| 5 |
lululemon athletica
LULU
|
+$400M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.14B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$861M |
| 3 |
Palantir
PLTR
|
+$730M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$576M |
| 5 |
NVIDIA
NVDA
|
+$443M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.35% |
| 2 | Technology | 1.74% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Financials | 0.71% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4251
Rush Street Interactive
RSI
$3.05B
| $4.5M | ﹤0.01% |
219,663
-311,894
| -59% | -$5.88M |
|
4252
Dropbox
DBX
$7.76B
| $4.5M | ﹤0.01% |
148,903
+54,721
| +58% | +$1.56M |
|
4253
CALL
PagerDuty
PD
$1.09B
| $4.5M | ﹤0.01% |
272,100
+147,200
| +118% | +$2.34M |
|
4254
FuelCell Energy
FCEL
$1.42B
| $4.49M | ﹤0.01% |
576,071
+378,682
| +192% | +$2.06M |
|
4255
Goodyear
GT
$1.83B
| $4.49M | ﹤0.01% |
600,584
+225,872
| +60% | +$2.12M |
|
4256
CALL
SELLAS Life Sciences
SLS
$2.67B
| $4.49M | ﹤0.01% |
2,788,100
+2,557,300
| +1,108% | +$4.56M |
|
4257
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$527M
| $4.49M | ﹤0.01% |
61,069
+46,714
| +325% | +$3.4M |
|
4258
CALL
abrdn Physical Gold Shares ETF
SGOL
$7.45B
| $4.49M | ﹤0.01% |
121,900
-1,100,700
| -90% | -$36.3M |
|
4259
OneSpaWorld
OSW
$2.56B
| $4.48M | ﹤0.01% |
211,747
-52,292
| -20% | -$1.14M |
|
4260
Compass
COMP
$8.42B
| $4.47M | ﹤0.01% |
557,127
-485,105
| -47% | -$3.93M |
|
4261
PUT
Remitly
RELY
$5.62B
| $4.47M | ﹤0.01% |
274,300
+121,600
| +80% | +$2.18M |
|
4262
PUT
Regions Financial
RF
$25.8B
| $4.47M | ﹤0.01% |
169,500
+18,400
| +12% | +$478K |
|
4263
PUT
CBRE Group
CBRE
$43.7B
| $4.46M | ﹤0.01% |
28,300
-200
| -0.7% | -$30.9K |
|
4264
National Fuel Gas
NFG
$7.89B
| $4.45M | ﹤0.01% |
48,214
+40,193
| +501% | +$3.5M |
|
4265
CALL
LKQ Corp
LKQ
$6.46B
| $4.45M | ﹤0.01% |
145,600
+116,400
| +399% | +$3.82M |
|
4266
Pinnacle Financial Partners Inc
PNFP
$15.3B
| $4.45M | ﹤0.01% |
47,401
+7,038
| +17% | +$703K |
|
4267
PUT
Capricor Therapeutics
CAPR
$558M
| $4.44M | ﹤0.01% |
615,900
-306,800
| -33% | -$2.26M |
|
4268
ARK Blockchain & Fintech Innovation ETF
ARKF
$816M
| $4.44M | ﹤0.01% |
78,172
+46,090
| +144% | +$2.48M |
|
4269
Sweetgreen
SG
$830M
| $4.43M | ﹤0.01% |
555,676
+246,883
| +80% | +$2.68M |
|
4270
CALL
Sundial Growers
SNDL
$336M
| $4.43M | ﹤0.01% |
1,652,500
+1,064,800
| +181% | +$2.14M |
|
4271
AnaptysBio
ANAB
$1.67B
| $4.43M | ﹤0.01% |
144,604
-44,723
| -24% | -$1.03M |
|
4272
CALL
Domo
DOMO
$182M
| $4.43M | ﹤0.01% |
279,500
-167,700
| -38% | -$2.6M |
|
4273
iShares Preferred and Income Securities ETF
PFF
$13.1B
| $4.42M | ﹤0.01% |
139,938
-110,834
| -44% | -$3.49M |
|
4274
Kyndryl
KD
$2.88B
| $4.42M | ﹤0.01% |
147,338
+84,229
| +133% | +$2.89M |
|
4275
Lufax Holding
LU
$1.14B
| $4.42M | ﹤0.01% |
1,088,857
+750,528
| +222% | +$2.24M |
|
Similar funds
Jeff Yass's Q3 2025 Portfolio in Review
As of Q3 2025, Jeff Yass held 14,336 positions worth $875B, up 22% from $720B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Jeff Yass's Q3 2025 filing shows 1,794 new, 5,240 increased, 5,148 reduced and 2,105 closed positions. Its largest new stake was BitMine Immersion Technologies: 7,689,603 shares worth $399M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1.14B.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jeff Yass's largest Q3 2025 buy was BitMine Immersion Technologies: 7,689,603 shares worth $399M.
- Jeff Yass added most to Meta Platforms (Facebook) in Q3 2025, an estimated $646M increase.
- Jeff Yass's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.14B.
- Jeff Yass fully exited iShares Core MSCI Total International Stock ETF in Q3 2025, selling an estimated $123M.
- Jeff Yass's ten largest holdings make up 24% of its $875B portfolio in Q3 2025.
- Jeff Yass opened 1,794 new positions and closed 2,105 in Q3 2025.
- Jeff Yass's portfolio value rose 22% quarter-over-quarter to $875B.
Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.