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 | Technology | 2.93% |
| 2 | Communication Services | 0.62% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Industrials | 0.48% |
| 5 | Healthcare | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5026
PUT
Criteo S.A.
CRTO
$831M
| $4.04M | ﹤0.01% |
220,800
+142,400
| +182% | +$2.55M |
|
5027
CALL
Cellebrite
CLBT
$2.91B
| $4.03M | ﹤0.01% |
276,300
+133,800
| +94% | +$1.77M |
|
5028
PUT
ProPetro Holding
PUMP
$1.31B
| $4.03M | ﹤0.01% |
281,300
+29,900
| +12% | +$465K |
|
5029
CALL
NWPX Infrastructure Inc
NWPX
$1.08B
| $4.03M | ﹤0.01% |
26,900
+14,500
| +117% | +$1.59M |
|
5030
Citizens Financial Group
CFG
$29.7B
| $4.03M | ﹤0.01% |
57,562
-161,374
| -74% | -$10.4M |
|
5031
Bitwise Bitcoin ETF
BITB
$2.9B
| $4.03M | ﹤0.01% |
126,592
-466,006
| -79% | -$18.2M |
|
5032
Entravision Communication
EVC
$737M
| $4.03M | ﹤0.01% |
309,226
+261,448
| +547% | +$1.85M |
|
5033
Brookfield Asset Management
BAM
$83.1B
| $4.03M | ﹤0.01% |
89,854
-232,700
| -72% | -$11M |
|
5034
BioLife Solutions
BLFS
$1.81B
| $4.03M | ﹤0.01% |
142,680
+127,996
| +872% | +$2.99M |
|
5035
KB Home
KBH
$3.44B
| $4.02M | ﹤0.01% |
64,292
+2,327
| +4% | +$121K |
|
5036
Jackson Financial
JXN
$9.05B
| $4.02M | ﹤0.01% |
39,249
+14,993
| +62% | +$1.62M |
|
5037
iShares Global Financials ETF
IXG
$701M
| $4.02M | ﹤0.01% |
32,272
-13,560
| -30% | -$1.65M |
|
5038
CALL
WillScot Mobile Mini Holdings
WSC
$3.87B
| $4.02M | ﹤0.01% |
139,200
-5,500
| -4% | -$133K |
|
5039
Franklin FTSE India ETF
FLIN
$2.67B
| $4.02M | ﹤0.01% |
+112,934
| New | +$3.94M |
|
5040
Ventas
VTR
$48B
| $4.02M | ﹤0.01% |
45,222
+17,385
| +62% | +$1.48M |
|
|
NUVL
5041
PUT
DELISTED
Nuvalent
NUVL
| $4.01M | ﹤0.01% |
32,500
+27,100
| +502% | +$2.91M |
|
5042
CALL
Harmony Biosciences
HRMY
$2.31B
| $4.01M | ﹤0.01% |
110,200
+29,700
| +37% | +$937K |
|
5043
CALL
Urban Outfitters
URBN
$7.1B
| $4.01M | ﹤0.01% |
56,600
-123,000
| -68% | -$8.77M |
|
5044
CALL
Coca-Cola Consolidated
COKE
$12.9B
| $4.01M | ﹤0.01% |
21,000
-18,400
| -47% | -$3.43M |
|
|
AEXA
5045
American Exceptionalism Acquisition Corp
AEXA
$567M
| $4.01M | ﹤0.01% |
339,180
-139,651
| -29% | -$1.58M |
|
5046
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.91B
| $4.01M | ﹤0.01% |
35,761
+31,768
| +796% | +$3.37M |
|
5047
CALL
Sidus Space
SIDU
$228M
| $4.01M | ﹤0.01% |
1,426,300
+352,800
| +33% | +$1.35M |
|
5048
CALL
Middleby
MIDD
$5.22B
| $4.01M | ﹤0.01% |
23,300
+5,900
| +34% | +$889K |
|
5049
Nordson
NDSN
$18.6B
| $4.01M | ﹤0.01% |
13,284
+7,646
| +136% | +$2.17M |
|
5050
LiveRamp
RAMP
$2.29B
| $4.01M | ﹤0.01% |
106,431
+32,297
| +44% | +$1.06M |
|
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 Technology at 2.9% of assets, up from 2% a quarter earlier, followed by Communication Services and Consumer Discretionary.
- 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.