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 | |
|---|---|---|---|---|---|---|
|
BFLX
5926
iShares Flexible Equity Active ETF
BFLX
$1.63B
| $2.56M | ﹤0.01% |
+100,050
| New | +$2.55M |
|
5927
CALL
QuickLogic
QUIK
$208M
| $2.56M | ﹤0.01% |
128,300
-44,900
| -26% | -$783K |
|
5928
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.09B
| $2.56M | ﹤0.01% |
28,068
+18,623
| +197% | +$1.57M |
|
5929
CarGurus
CARG
$3.25B
| $2.56M | ﹤0.01% |
75,077
+21,971
| +41% | +$712K |
|
5930
Indivior Pharmaceuticals
INDV
$4.24B
| $2.56M | ﹤0.01% |
62,340
-97,757
| -61% | -$3.55M |
|
5931
Sprott Energy Transition Materials ETF
SETM
$643M
| $2.55M | ﹤0.01% |
81,954
+46,709
| +133% | +$1.65M |
|
5932
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$99.3M
| $2.55M | ﹤0.01% |
112,345
+61,073
| +119% | +$1.55M |
|
5933
CALL
Itaú Unibanco
ITUB
$84.4B
| $2.55M | ﹤0.01% |
312,525
-54,491
| -15% | -$452K |
|
5934
Transportadora de Gas del Sur
TGS
$4.28B
| $2.55M | ﹤0.01% |
85,828
+67,705
| +374% | +$2.1M |
|
5935
ProShares Russell 2000 Dividend Growers ETF
SMDV
$747M
| $2.55M | ﹤0.01% |
33,112
+26,999
| +442% | +$1.97M |
|
5936
YieldMax AMD Option Income Strategy ETF
AMDY
$390M
| $2.55M | ﹤0.01% |
43,419
+26,650
| +159% | +$1.29M |
|
5937
Progyny
PGNY
$1.98B
| $2.55M | ﹤0.01% |
88,462
+51,188
| +137% | +$1.14M |
|
5938
CALL
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$692M
| $2.55M | ﹤0.01% |
34,300
+26,900
| +364% | +$1.96M |
|
5939
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.11B
| $2.55M | ﹤0.01% |
110,044
-95,186
| -46% | -$2.21M |
|
5940
PUT
Credit Acceptance
CACC
$6.27B
| $2.55M | ﹤0.01% |
4,000
-14,000
| -78% | -$7.49M |
|
5941
SPS Commerce
SPSC
$2.9B
| $2.55M | ﹤0.01% |
44,545
+7,842
| +21% | +$433K |
|
5942
CALL
Telesat
TSAT
$645M
| $2.55M | ﹤0.01% |
50,300
+12,900
| +34% | +$624K |
|
5943
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$56.1M
| $2.54M | ﹤0.01% |
54,596
+39,656
| +265% | +$1.8M |
|
|
SLVR
5944
Sprott Silver Miners & Physical Silver ETF
SLVR
$828M
| $2.54M | ﹤0.01% |
50,686
+42,477
| +517% | +$2.51M |
|
5945
CALL
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
| $2.54M | ﹤0.01% |
41,500
-30,200
| -42% | -$1.84M |
|
|
NNDM
5946
Nano Dimension
NNDM
$325M
| $2.54M | ﹤0.01% |
1,751,432
-225,843
| -11% | -$369K |
|
5947
CALL
Willdan Group
WLDN
$1.3B
| $2.54M | ﹤0.01% |
32,100
-34,700
| -52% | -$2.95M |
|
5948
Landstar System
LSTR
$6.06B
| $2.54M | ﹤0.01% |
12,276
+9,294
| +312% | +$1.78M |
|
5949
CALL
Columbia Financial
CLBK
$1.21B
| $2.54M | ﹤0.01% |
+119,600
| New | +$2.32M |
|
|
ETHE
5950
PUT
Grayscale Ethereum Staking ETF Shares
ETHE
$1.88B
| $2.53M | ﹤0.01% |
198,600
-280,100
| -59% | -$4.67M |
|
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.