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 | |
|---|---|---|---|---|---|---|
5826
PUT
Mohawk Industries
MHK
$9B
| $2.73M | ﹤0.01% |
22,500
+700
| +3% | +$73.6K |
|
5827
FT Vest US Equity Deep Buffer ETF April
DAPR
$320M
| $2.73M | ﹤0.01% |
66,774
+36,272
| +119% | +$1.47M |
|
5828
PUT
Allegro MicroSystems
ALGM
$6.87B
| $2.73M | ﹤0.01% |
39,200
+6,700
| +21% | +$313K |
|
5829
Sphere Entertainment
SPHR
$5.64B
| $2.73M | ﹤0.01% |
15,771
-26,747
| -63% | -$3.73M |
|
5830
Infosys
INFY
$47.3B
| $2.73M | ﹤0.01% |
260,002
-558,067
| -68% | -$6.99M |
|
5831
PUT
Denison Mines
DNN
$3.28B
| $2.72M | ﹤0.01% |
890,200
-266,000
| -23% | -$927K |
|
5832
CALL
EverQuote
EVER
$921M
| $2.72M | ﹤0.01% |
114,400
+84,500
| +283% | +$1.55M |
|
5833
CALL
Lear
LEA
$8.22B
| $2.72M | ﹤0.01% |
20,300
-300
| -1% | -$40.2K |
|
5834
Telephone and Data Systems
TDS
$3.82B
| $2.72M | ﹤0.01% |
73,455
-26,632
| -27% | -$1.12M |
|
5835
Tenet Healthcare
THC
$22.2B
| $2.72M | ﹤0.01% |
14,530
+8,169
| +128% | +$1.5M |
|
5836
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$20.2M
| $2.71M | ﹤0.01% |
186,912
+27,013
| +17% | +$509K |
|
5837
CALL
Progyny
PGNY
$2B
| $2.71M | ﹤0.01% |
94,100
+53,800
| +133% | +$1.2M |
|
5838
Distillate US Fundamental Stability & Value ETF
DSTL
$2.09B
| $2.71M | ﹤0.01% |
45,261
+40,160
| +787% | +$2.38M |
|
5839
CALL
Bit Digital
BTBT
$537M
| $2.71M | ﹤0.01% |
1,506,000
+231,400
| +18% | +$407K |
|
|
TEN
5840
Tsakos Energy Navigation Ltd
TEN
$1.22B
| $2.71M | ﹤0.01% |
76,612
-34,571
| -31% | -$1.38M |
|
5841
CALL
Core & Main
CNM
$8.11B
| $2.71M | ﹤0.01% |
56,100
-700
| -1% | -$34.6K |
|
5842
PUT
Evergy
EVRG
$18.9B
| $2.71M | ﹤0.01% |
31,300
+800
| +3% | +$66.2K |
|
5843
Innovator US Equity Buffer ETF January
BJAN
$348M
| $2.7M | ﹤0.01% |
45,919
-24,962
| -35% | -$1.44M |
|
5844
Essent Group
ESNT
$6.22B
| $2.7M | ﹤0.01% |
42,040
-13,648
| -25% | -$826K |
|
5845
Eversource Energy
ES
$26.9B
| $2.7M | ﹤0.01% |
37,389
-29,486
| -44% | -$2.04M |
|
5846
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$598M
| $2.7M | ﹤0.01% |
44,845
+31,294
| +231% | +$1.79M |
|
5847
International Flavors & Fragrances
IFF
$22.3B
| $2.7M | ﹤0.01% |
34,043
-27,899
| -45% | -$2.08M |
|
5848
CALL
Agree Realty
ADC
$9.19B
| $2.7M | ﹤0.01% |
35,600
+7,700
| +28% | +$584K |
|
5849
Biohaven
BHVN
$2.43B
| $2.7M | ﹤0.01% |
181,182
-124,385
| -41% | -$1.34M |
|
5850
TransUnion
TRU
$16.1B
| $2.69M | ﹤0.01% |
37,299
+25,086
| +205% | +$1.76M |
|
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.