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 | |
|---|---|---|---|---|---|---|
5276
PUT
Asana
ASAN
$2.18B
| $3.56M | ﹤0.01% |
508,500
+6,100
| +1% | +$41K |
|
5277
PUT
Vanguard FTSE Europe ETF
VGK
$31.2B
| $3.56M | ﹤0.01% |
40,200
-102,900
| -72% | -$9.01M |
|
5278
CALL
Otis Worldwide
OTIS
$27.5B
| $3.56M | ﹤0.01% |
49,700
-39,300
| -44% | -$2.94M |
|
5279
Stock Yards Bancorp
SYBT
$2.48B
| $3.56M | ﹤0.01% |
46,517
-30,641
| -40% | -$2.2M |
|
5280
CALL
Ecovyst
ECVT
$1.12B
| $3.56M | ﹤0.01% |
285,700
+178,000
| +165% | +$2.41M |
|
5281
Packaging Corp of America
PKG
$22B
| $3.56M | ﹤0.01% |
14,922
-56,087
| -79% | -$12.3M |
|
|
DGXX
5282
Digi Power X Inc
DGXX
$395M
| $3.56M | ﹤0.01% |
652,353
-440,167
| -40% | -$2.4M |
|
|
XOMA
5283
DELISTED
Xoma
XOMA
| $3.55M | ﹤0.01% |
83,623
+66,233
| +381% | +$2.69M |
|
5284
CALL
Beyond Meat
BYND
$245M
| $3.55M | ﹤0.01% |
157,937
+51,307
| +48% | +$1.2M |
|
5285
CALL
Avnet
AVT
$7.41B
| $3.55M | ﹤0.01% |
40,000
+24,800
| +163% | +$2.03M |
|
5286
Veralto
VLTO
$24.1B
| $3.55M | ﹤0.01% |
40,030
+12,334
| +45% | +$1.07M |
|
5287
PUT
iShares MSCI World ETF
URTH
$8.23B
| $3.55M | ﹤0.01% |
17,500
+300
| +2% | +$59.4K |
|
5288
PUT
GigaCloud Technology
GCT
$1.86B
| $3.55M | ﹤0.01% |
112,200
-48,800
| -30% | -$1.92M |
|
|
KZIA
5289
CALL
Kazia Therapeutics
KZIA
$167M
| $3.54M | ﹤0.01% |
+251,700
| New | +$3.07M |
|
5290
Astrana Health
ASTH
$1.92B
| $3.54M | ﹤0.01% |
76,338
+41,271
| +118% | +$1.49M |
|
5291
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.29B
| $3.54M | ﹤0.01% |
34,298
-26,473
| -44% | -$2.65M |
|
5292
PUT
PTC Therapeutics
PTCT
$6.07B
| $3.53M | ﹤0.01% |
43,300
-39,800
| -48% | -$2.87M |
|
5293
John Hancock Multifactor Developed International ETF
JHMD
$977M
| $3.53M | ﹤0.01% |
79,523
-2,251
| -3% | -$100K |
|
5294
CALL
iShares US Transportation ETF
IYT
$2.28B
| $3.53M | ﹤0.01% |
40,700
-21,800
| -35% | -$1.78M |
|
5295
Bankunited
BKU
$3.31B
| $3.53M | ﹤0.01% |
72,863
-83,324
| -53% | -$3.92M |
|
|
RPHS
5296
DELISTED
Regents Park Hedged Market Strategy ETF
RPHS
| $3.53M | ﹤0.01% |
328,210
+77,158
| +31% | +$811K |
|
5297
CALL
Kura Oncology
KURA
$1.16B
| $3.53M | ﹤0.01% |
321,500
+254,500
| +380% | +$2.4M |
|
5298
PUT
Itaú Unibanco
ITUB
$83.9B
| $3.53M | ﹤0.01% |
431,666
+3,893
| +0.9% | +$32.3K |
|
5299
PUT
Pinnacle Financial Partners Inc
PNFP
$15.4B
| $3.52M | ﹤0.01% |
34,900
-28,900
| -45% | -$2.77M |
|
5300
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.92B
| $3.52M | ﹤0.01% |
69,546
+15,963
| +30% | +$770K |
|
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 deployed $142B of net new capital in Q2 2026, opening 1,956 new positions and adding to 5,793 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M.
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.
On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $1.78B trimmed.
- 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.