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 | |
|---|---|---|---|---|---|---|
4726
PUT
Valley National Bancorp
VLY
$7.7B
| $4.71M | ﹤0.01% |
321,800
+24,600
| +8% | +$334K |
|
4727
CALL
LendingTree
TREE
$406M
| $4.71M | ﹤0.01% |
106,400
-60,100
| -36% | -$2.43M |
|
4728
PUT
Pitney Bowes
PBI
$2.38B
| $4.71M | ﹤0.01% |
268,600
-78,700
| -23% | -$1.2M |
|
4729
Coursera
COUR
$1.62B
| $4.71M | ﹤0.01% |
834,360
-17,327
| -2% | -$98.4K |
|
|
ADUR
4730
CALL
Aduro Clean Technologies
ADUR
$531M
| $4.7M | ﹤0.01% |
298,500
+265,200
| +796% | +$3.6M |
|
|
RZLV
4731
PUT
Rezolve AI
RZLV
$1.17B
| $4.7M | ﹤0.01% |
1,493,400
+276,100
| +23% | +$727K |
|
|
SW
4732
Smurfit Westrock
SW
$25.7B
| $4.7M | ﹤0.01% |
101,604
-65,504
| -39% | -$2.71M |
|
4733
CALL
Archrock
AROC
$5.49B
| $4.7M | ﹤0.01% |
115,400
+24,400
| +27% | +$898K |
|
4734
CALL
Huazhu Hotels Group
HTHT
$14.8B
| $4.7M | ﹤0.01% |
112,600
+51,400
| +84% | +$2.45M |
|
4735
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$45.2M
| $4.69M | ﹤0.01% |
146,162
| – | – |
|
4736
PUT
Pentair
PNR
$9.97B
| $4.69M | ﹤0.01% |
61,200
-21,500
| -26% | -$1.7M |
|
4737
VictoryShares US 500 Volatility Wtd ETF
CFA
$550M
| $4.69M | ﹤0.01% |
47,483
+13,625
| +40% | +$1.3M |
|
4738
CALL
NNN REIT
NNN
$8.71B
| $4.69M | ﹤0.01% |
100,800
-10,600
| -10% | -$473K |
|
4739
Viatris
VTRS
$19.5B
| $4.69M | ﹤0.01% |
295,261
-138,056
| -32% | -$2.14M |
|
4740
VanEck Video Gaming and eSports ETF
ESPO
$251M
| $4.69M | ﹤0.01% |
52,224
+18,857
| +57% | +$1.7M |
|
4741
CALL
St. Joe Company
JOE
$3.89B
| $4.68M | ﹤0.01% |
74,800
+26,200
| +54% | +$1.72M |
|
4742
CALL
Atlanta Braves Holdings Series A
BATRA
$3.57B
| $4.68M | ﹤0.01% |
83,100
+20,800
| +33% | +$1.11M |
|
4743
WEX
WEX
$6.8B
| $4.68M | ﹤0.01% |
33,156
+30,795
| +1,304% | +$4.56M |
|
|
WSML
4744
iShares MSCI World Small-Cap ETF
WSML
$677M
| $4.68M | ﹤0.01% |
132,588
+48,707
| +58% | +$1.65M |
|
|
ETHB
4745
iShares Staked Ethereum Trust ETF
ETHB
$704M
| $4.67M | ﹤0.01% |
+230,207
| New | +$6.09M |
|
4746
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$36.9M
| $4.67M | ﹤0.01% |
173,422
-201
| -0.1% | -$5.82K |
|
4747
Ardelyx
ARDX
$989M
| $4.67M | ﹤0.01% |
916,037
+214,069
| +30% | +$1.31M |
|
4748
CALL
Vertex
VERX
$2.31B
| $4.67M | ﹤0.01% |
406,900
-2,100
| -0.5% | -$26.2K |
|
|
INV
4749
CALL
Innventure Inc
INV
$126M
| $4.67M | ﹤0.01% |
921,200
+433,800
| +89% | +$2.55M |
|
|
CGAU
4750
Centerra Gold
CGAU
$4.7B
| $4.67M | ﹤0.01% |
294,331
+20,097
| +7% | +$352K |
|
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.