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 | |
|---|---|---|---|---|---|---|
6001
PUT
Hafnia
HAFN
$4.09B
| $2.48M | ﹤0.01% |
373,100
-4,000
| -1% | -$32.4K |
|
6002
Canadian National Railway
CNI
$76.9B
| $2.48M | ﹤0.01% |
20,776
+9,809
| +89% | +$1.12M |
|
6003
PUT
Vanguard Russell 2000 ETF
VTWO
$17.2B
| $2.48M | ﹤0.01% |
20,400
+16,400
| +410% | +$1.86M |
|
6004
Renasant Corp
RNST
$3.75B
| $2.47M | ﹤0.01% |
58,125
-11,260
| -16% | -$455K |
|
6005
Innovator US Equity Ultra Buffer ETF September
USEP
$147M
| $2.47M | ﹤0.01% |
59,811
+42,687
| +249% | +$1.73M |
|
6006
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
| $2.47M | ﹤0.01% |
85,154
+36,154
| +74% | +$1.05M |
|
|
DLLL
6007
GraniteShares 2x Long DELL Daily ETF
DLLL
$117M
| $2.47M | ﹤0.01% |
98,949
-18,411
| -16% | -$246K |
|
|
GSOL
6008
Grayscale Solana Staking ETF
GSOL
$129M
| $2.47M | ﹤0.01% |
446,443
-3,491,938
| -89% | -$21.1M |
|
6009
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.38B
| $2.47M | ﹤0.01% |
50,092
+45,285
| +942% | +$2.44M |
|
6010
Invesco Zacks Multi-Asset Income ETF
CVY
$126M
| $2.47M | ﹤0.01% |
85,575
+34,167
| +66% | +$975K |
|
6011
PUT
Franklin Templeton
BEN
$17.8B
| $2.47M | ﹤0.01% |
74,100
-36,400
| -33% | -$1.09M |
|
6012
CALL
Natural Resource Partners
NRP
$1.44B
| $2.46M | ﹤0.01% |
25,400
+16,900
| +199% | +$1.85M |
|
6013
Encompass Health
EHC
$11.9B
| $2.46M | ﹤0.01% |
24,365
-13,807
| -36% | -$1.43M |
|
6014
ProShares Ultra Silver
AGQ
$1.64B
| $2.46M | ﹤0.01% |
36,197
+441
| +1% | +$48.6K |
|
6015
Vitesse Energy
VTS
$715M
| $2.46M | ﹤0.01% |
155,998
+65,710
| +73% | +$1.16M |
|
6016
CALL
CPS Technologies
CPSH
$77.9M
| $2.46M | ﹤0.01% |
445,500
+367,200
| +469% | +$2.16M |
|
6017
PUT
Gen Digital
GEN
$17.5B
| $2.46M | ﹤0.01% |
98,800
+40,800
| +70% | +$911K |
|
6018
ProShares Ultra Financials
UYG
$853M
| $2.46M | ﹤0.01% |
28,736
+19,951
| +227% | +$1.61M |
|
|
DLLL
6019
CALL
GraniteShares 2x Long DELL Daily ETF
DLLL
$117M
| $2.46M | ﹤0.01% |
+98,500
| New | +$1.31M |
|
6020
Elanco Animal Health
ELAN
$12.5B
| $2.46M | ﹤0.01% |
99,845
+43,037
| +76% | +$995K |
|
6021
PUT
Alpha and Omega Semiconductor
AOSL
$805M
| $2.46M | ﹤0.01% |
51,900
-6,800
| -12% | -$273K |
|
6022
Jabil
JBL
$32.3B
| $2.46M | ﹤0.01% |
6,371
-5,285
| -45% | -$1.83M |
|
6023
PUT
AppFolio
APPF
$7.9B
| $2.45M | ﹤0.01% |
15,300
+7,200
| +89% | +$1.15M |
|
6024
CALL
Cousins Properties
CUZ
$4.97B
| $2.45M | ﹤0.01% |
+81,800
| New | +$2.15M |
|
6025
PUT
Zymeworks
ZYME
$1.96B
| $2.45M | ﹤0.01% |
93,800
+59,700
| +175% | +$1.52M |
|
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.