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 | |
|---|---|---|---|---|---|---|
6251
PUT
Beyond Meat
BYND
$244M
| $2.22M | ﹤0.01% |
98,693
+60,696
| +160% | +$1.41M |
|
6252
Direxion Daily FTSE China Bull 3X ETF
YINN
$676M
| $2.22M | ﹤0.01% |
103,387
+60,277
| +140% | +$1.91M |
|
6253
PUT
Fiverr
FVRR
$344M
| $2.22M | ﹤0.01% |
215,000
-117,100
| -35% | -$1.24M |
|
6254
CALL
Invesco WilderHill Clean Energy ETF
PBW
$400M
| $2.22M | ﹤0.01% |
56,800
+43,000
| +312% | +$1.67M |
|
6255
PUT
Ryder
R
$9.44B
| $2.22M | ﹤0.01% |
8,400
+2,700
| +47% | +$660K |
|
|
ARMG
6256
PUT
Leverage Shares 2X Long ARM Daily ETF
ARMG
$57.4M
| $2.22M | ﹤0.01% |
+56,200
| New | +$1.56M |
|
6257
CALL
Direxion Daily Real Estate Bull 3X ETF
DRN
$46.2M
| $2.21M | ﹤0.01% |
209,900
-25,400
| -11% | -$268K |
|
6258
CALL
TriMas Corp
TRS
$1.43B
| $2.21M | ﹤0.01% |
49,100
+39,900
| +434% | +$1.59M |
|
6259
CALL
ADT
ADT
$5.43B
| $2.21M | ﹤0.01% |
340,100
-257,100
| -43% | -$1.76M |
|
6260
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$591M
| $2.21M | ﹤0.01% |
11,048
-18,588
| -63% | -$3.38M |
|
6261
CALL
SiteOne Landscape Supply
SITE
$4.15B
| $2.21M | ﹤0.01% |
19,300
-52,500
| -73% | -$6.34M |
|
6262
Bio-Rad Laboratories Class A
BIO
$10.4B
| $2.21M | ﹤0.01% |
7,519
+4,581
| +156% | +$1.3M |
|
6263
Pacer Global Cash Cows Dividend ETF
GCOW
$3.6B
| $2.21M | ﹤0.01% |
+50,967
| New | +$2.32M |
|
6264
CALL
Caleres
CAL
$438M
| $2.21M | ﹤0.01% |
178,400
-113,400
| -39% | -$1.47M |
|
6265
CALL
Denali Therapeutics
DNLI
$3.98B
| $2.21M | ﹤0.01% |
85,800
-44,300
| -34% | -$910K |
|
6266
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
| $2.2M | ﹤0.01% |
12,150
+799
| +7% | +$143K |
|
6267
CALL
ING
ING
$101B
| $2.2M | ﹤0.01% |
70,200
-81,600
| -54% | -$2.41M |
|
|
ARXS
6268
CALL
Arxis Inc
ARXS
$22.8B
| $2.2M | ﹤0.01% |
+47,700
| New | +$1.86M |
|
6269
CALL
Parsons
PSN
$5.13B
| $2.2M | ﹤0.01% |
42,000
-31,700
| -43% | -$1.71M |
|
6270
iShares US Financial Services ETF
IYG
$2.24B
| $2.2M | ﹤0.01% |
24,320
+5,297
| +28% | +$465K |
|
|
EQPT
6271
CALL
EquipmentShare.com Inc
EQPT
$4.68B
| $2.2M | ﹤0.01% |
111,900
+94,900
| +558% | +$2.03M |
|
|
CGC
6272
CALL
Canopy Growth
CGC
$481M
| $2.2M | ﹤0.01% |
2,315,600
+1,087,500
| +89% | +$1.15M |
|
6273
Invesco Next Gen Media and Gaming ETF
GGME
$45.1M
| $2.2M | ﹤0.01% |
36,504
-2,399
| -6% | -$140K |
|
6274
Atkore
ATKR
$3.16B
| $2.19M | ﹤0.01% |
28,858
-11,576
| -29% | -$872K |
|
6275
PUT
MGIC Investment
MTG
$6.41B
| $2.19M | ﹤0.01% |
77,800
-230,900
| -75% | -$6.15M |
|
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.