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 | |
|---|---|---|---|---|---|---|
5676
PUT
CorMedix
CRMD
$654M
| $2.94M | ﹤0.01% |
373,900
-445,200
| -54% | -$3.52M |
|
5677
PUT
Polestar Automotive Holding UK
PSNY
$1.8B
| $2.93M | ﹤0.01% |
156,200
-52,300
| -25% | -$1.04M |
|
5678
PUT
Centuri Holdings
CTRI
$2.14B
| $2.93M | ﹤0.01% |
97,000
+78,100
| +413% | +$2.52M |
|
5679
CALL
OR Royalties Inc
OR
$7.2B
| $2.93M | ﹤0.01% |
92,700
-395,500
| -81% | -$14.6M |
|
5680
CALL
Yelp
YELP
$1.23B
| $2.93M | ﹤0.01% |
119,500
+58,800
| +97% | +$1.46M |
|
|
LIAU
5681
LifeX 2060 Inflation-Protected Longevity Income ETF
LIAU
$1.92M
| $2.93M | ﹤0.01% |
11,177
+5,735
| +105% | +$1.5M |
|
5682
Chemours
CC
$2.37B
| $2.93M | ﹤0.01% |
142,683
-99,271
| -41% | -$2.27M |
|
5683
Grand Canyon Education
LOPE
$3.88B
| $2.93M | ﹤0.01% |
+20,453
| New | +$3.25M |
|
|
WBS
5684
DELISTED
Webster Financial
WBS
| $2.92M | ﹤0.01% |
38,261
-81,347
| -68% | -$5.92M |
|
5685
CALL
Euronet Worldwide
EEFT
$2.64B
| $2.92M | ﹤0.01% |
39,900
+300
| +0.8% | +$20.9K |
|
5686
AB Disruptors ETF
FWD
$3.17B
| $2.92M | ﹤0.01% |
19,713
-15,536
| -44% | -$2.06M |
|
|
TSSI
5687
PUT
TSS Inc
TSSI
$240M
| $2.92M | ﹤0.01% |
237,300
+154,900
| +188% | +$2.09M |
|
5688
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$409M
| $2.92M | ﹤0.01% |
37,614
+24,563
| +188% | +$1.86M |
|
5689
Axalta
AXTA
$7.84B
| $2.92M | ﹤0.01% |
+85,199
| New | +$2.56M |
|
5690
iShares Global Utilities ETF
JXI
$305M
| $2.91M | ﹤0.01% |
+34,280
| New | +$2.94M |
|
|
PR
5691
Permian Resources
PR
$19.1B
| $2.91M | ﹤0.01% |
158,150
+11,657
| +8% | +$234K |
|
5692
CALL
Photronics
PLAB
$1.78B
| $2.91M | ﹤0.01% |
89,500
-139,000
| -61% | -$5.88M |
|
5693
Tronox
TROX
$874M
| $2.91M | ﹤0.01% |
461,486
+262,074
| +131% | +$2.22M |
|
5694
CALL
Nurix Therapeutics
NRIX
$2.77B
| $2.91M | ﹤0.01% |
119,800
-94,200
| -44% | -$1.6M |
|
5695
CALL
Neurogene
NGNE
$769M
| $2.91M | ﹤0.01% |
92,400
-33,500
| -27% | -$922K |
|
5696
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
| $2.91M | ﹤0.01% |
107,565
-205,866
| -66% | -$5.68M |
|
5697
PBF Energy
PBF
$8.27B
| $2.9M | ﹤0.01% |
63,808
-95,784
| -60% | -$3.99M |
|
5698
CALL
ProPetro Holding
PUMP
$1.31B
| $2.9M | ﹤0.01% |
202,500
-97,400
| -32% | -$1.51M |
|
5699
CALL
Acuity Brands
AYI
$10.2B
| $2.9M | ﹤0.01% |
7,700
-7,400
| -49% | -$2.19M |
|
5700
PUT
Textron
TXT
$14.3B
| $2.9M | ﹤0.01% |
31,600
-53,600
| -63% | -$4.87M |
|
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.